| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Donna Rittershausen Koss-Olinger Consulting LLC | 1,622 | $197,874.14 | $202,531.03 | $4,656.89 | 2.35% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 42,686 | $4.65M | $5.35M | $699,379.97 | 15.03% |
Melissa Tiscareno Bradley & Co. Private Wealth Management LLC | 222 | $23,695.62 | $27,720.03 | $4,024.41 | 16.98% |
John Nowicki LCM Capital Management Inc. | 2,629 | $259,112.54 | $329,755.47 | $70,642.93 | 27.26% |
Kyle P. Smith NewEdge Wealth LLC | 7,736 | $925,603.89 | $965,955.64 | $40,351.75 | 4.36% |
John Ledford FWG Holdings LLC | 3,927 | $438,168.49 | $486,633.84 | $48,465.35 | 11.06% |
Mack, Connie Clarity Financial LLC | 6,642 | $778,509.9 | $833,106.06 | $54,596.16 | 7.01% |
| CAL CSM Advisors LLC CSM Advisors LLC | 216,822 | $25.58M | $26.87M | $1.28M | 5.02% |
Dipen Mehta Invst LLC | 2,902 | $308,354.24 | $359,615.84 | $51,261.6 | 16.62% |
Shawn M. McHugh WealthTrust Asset Management LLC | 1,982 | $259,488.2 | $248,602.26 | -$10,885.94 | -4.2% |
Daniel Cesta Pinnacle Wealth Management Group Inc. | 4,048 | $412,310.77 | $507,740.64 | $95,429.87 | 23.15% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 12,304 | $1.48M | $1.52M | $41,896.52 | 2.84% |
Kasey Fegan Corsicana & Co. | 6,703 | $684,107.44 | $840,757.29 | $156,649.85 | 22.9% |
| YL Yosef Levy Y.D. More Investments Ltd. | 2,356 | $266,018.29 | $290,235.64 | $24,217.35 | 9.1% |
| TCL Therese C.D. Linden Bank of New Hampshire | 6,179 | $619,527.64 | $775,031.97 | $155,504.33 | 25.1% |
Joseph Castro Nuveen LLC | 6.53M | $803M | $804.73M | $1.74M | 0.22% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 6,905 | $816,020.84 | $866,094.15 | $50,073.31 | 6.14% |
William Jeffrey Draper Strategic Planning Group LLC | 48,333 | $5.42M | $6.06M | $641,489.52 | 11.83% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 5,772 | $623,973.11 | $723,981.96 | $100,008.85 | 16.03% |
| HFR Herbert F. Reilly III HFR Wealth Management LLC | 93,901 | $12.3M | $11.72M | -$571,857.09 | -4.65% |