| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeff Ameen Spire Wealth Management | 4,039 | $480,271.49 | $637,919.66 | $157,648.17 | 32.82% |
Jennifer Easley Gitterman Wealth Management LLC | 1,431 | $190,051.11 | $228,573.63 | $38,522.52 | 20.27% |
Kyle P. Smith NewEdge Wealth LLC | 16,229 | $2.12M | $2.56M | $442,784.14 | 20.87% |
Jessica Clark Caerus Investment Advisors LLC | 16,920 | $2.11M | $2.69M | $585,371.6 | 27.81% |
| EBA Eagle Bay Advisors LLC Eagle Bay Advisors LLC | 36,710 | $4.52M | $5.84M | $1.32M | 29.22% |
John Mezzasalma Mezzasalma Advisors LLC | 2,899 | $381,735.87 | $462,738.38 | $81,002.51 | 21.22% |
Shad Lamm Keystone Wealth Services LLC | 4,421 | $538,244.73 | $703,027.42 | $164,782.69 | 30.61% |
Alexandria Fry Dentgroup LLC | 1,519 | $203,986.51 | $239,850.1 | $35,863.59 | 17.58% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 19,151 | $2.56M | $3.03M | $469,400.23 | 18.36% |
Kasey Fegan Corsicana & Co. | 341 | $39,767.42 | $54,232.64 | $14,465.22 | 36.37% |
| TCL Therese C.D. Linden Bank of New Hampshire | 3,500 | $412,050.5 | $555,555 | $143,504.5 | 34.83% |
Joseph Castro Nuveen LLC | 4,954 | $774,311 | $775,746.86 | $1,435.86 | 0.19% |
| JNM Jay Nelsen Myers Treynor Bancshares Inc. | 1,594 | $172,430.78 | $251,724.48 | $79,293.7 | 45.99% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 1,307 | $204,284.1 | $207,865.28 | $3,581.18 | 1.75% |
Kevin B. Crawford JB Capital LLC | 2,430 | $326,292.71 | $386,357.85 | $60,065.14 | 18.41% |
Richard Slavik Newbridge Financial Services Group Inc. | 321 | $43,912.9 | $50,265.39 | $6,352.49 | 14.47% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 95 | $11,132.1 | $15,077.45 | $3,945.35 | 35.44% |
Kimberly Cappellano Private Wealth Asset Management LLC | 2,075 | $278,651.69 | $327,486.87 | $48,835.18 | 17.53% |
Sima Elimelech Activest Wealth Management | 54 | $8,176.14 | $8,455.86 | $279.72 | 3.42% |
Christina Forster Pazienza Guardian Partners Inc. | 480 | $75,024 | $76,305.6 | $1,281.6 | 1.71% |