| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 44,648 | $4.88M | $5.34M | $465,506.49 | 9.54% |
Melissa Tiscareno Bradley & Co. Private Wealth Management LLC | 222 | $23,695.62 | $26,835.36 | $3,139.74 | 13.25% |
John Nowicki LCM Capital Management Inc. | 2,629 | $259,112.54 | $312,535.52 | $53,422.98 | 20.62% |
Kyle P. Smith NewEdge Wealth LLC | 7,736 | $925,603.89 | $924,916.16 | -$687.73 | -0.07% |
John Ledford FWG Holdings LLC | 3,927 | $438,168.49 | $470,395.69 | $32,227.2 | 7.35% |
Mack, Connie Clarity Financial LLC | 6,642 | $778,509.9 | $795,611.97 | $17,102.07 | 2.2% |
| CAL CSM Advisors LLC CSM Advisors LLC | 216,822 | $25.58M | $26.21M | $628,783.8 | 2.46% |
Dipen Mehta Invst LLC | 2,902 | $308,354.24 | $350,416.5 | $42,062.26 | 13.64% |
Shawn M. McHugh WealthTrust Asset Management LLC | 1,982 | $259,488.2 | $235,957.1 | -$23,531.1 | -9.07% |
Daniel Cesta Pinnacle Wealth Management Group Inc. | 4,048 | $412,310.77 | $481,226.24 | $68,915.47 | 16.71% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 12,304 | $1.48M | $1.47M | -$3,628.28 | -0.25% |
Kasey Fegan Corsicana & Co. | 6,703 | $684,107.44 | $809,789.43 | $125,681.99 | 18.37% |
| YL Yosef Levy Y.D. More Investments Ltd. | 2,356 | $266,018.29 | $284,699.04 | $18,680.75 | 7.02% |
| TCL Therese C.D. Linden Bank of New Hampshire | 6,133 | $614,986.52 | $741,909.01 | $126,922.49 | 20.64% |
Joseph Castro Nuveen LLC | 6.53M | $803M | $776.58M | -$26.42M | -3.29% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 6,877 | $812,738.88 | $830,604.06 | $17,865.18 | 2.2% |
William Jeffrey Draper Strategic Planning Group LLC | 48,333 | $5.42M | $5.77M | $351,974.85 | 6.49% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 5,772 | $623,973.11 | $698,325.42 | $74,352.31 | 11.92% |
| HFR Herbert F. Reilly III HFR Wealth Management LLC | 93,901 | $12.3M | $11.25M | -$1.05M | -8.5% |
Kevin B. Crawford JB Capital LLC | 3,097 | $329,193.64 | $374,117.6 | $44,923.96 | 13.65% |