| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| EB Eric Becker Guardian Wealth Advisors LLC | 4,717 | $428,048.61 | $526,582.29 | $98,533.68 | 23.02% |
Daren Blonski Fermata Advisors LLC | 2,037 | $225,353.31 | $227,818.08 | $2,464.77 | 1.09% |
| SMM Stephen Michael Mangold Tectonic Advisors LLC | 113,314 | $10.9M | $12.69M | $1.79M | 16.42% |
Jason Kaplan Howard Capital Management Group LLC | 1,779 | $201,347.22 | $199,941.81 | -$1,405.41 | -0.7% |
Jennifer Easley Gitterman Wealth Management LLC | 5,026 | $486,892.16 | $561,077.51 | $74,185.35 | 15.24% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 20,821 | $1.97M | $2.33M | $362,979.21 | 18.47% |
Kyle P. Smith NewEdge Wealth LLC | 3,063 | $310,595.92 | $342,489.34 | $31,893.42 | 10.27% |
Matt Hunter Heartland Bank & Trust Co. | 2,546 | $288,156.28 | $284,744.64 | -$3,411.64 | -1.18% |
| DM Dipen Mehta Invst LLC | 7,379 | $835,155.22 | $822,241.97 | -$12,913.25 | -1.55% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 10,557 | $1.06M | $1.18M | $115,176.87 | 10.85% |
| TCL Therese C.D. Linden Bank of New Hampshire | 176 | $18,780.68 | $19,647.76 | $867.08 | 4.62% |
Joseph Castro Nuveen LLC | 1.22M | $135.48M | $135.7M | $217,124.46 | 0.16% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 1,844 | $204,001.72 | $206,454.24 | $2,452.52 | 1.2% |
| RS Richard Slavik Newbridge Financial Services Group Inc. | 1,577 | $147,833.47 | $175,409.71 | $27,576.24 | 18.65% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 1,350 | $128,348.2 | $150,376.5 | $22,028.3 | 17.16% |
Kurt Van Dyken Lifeworks Advisors LLC | 4,860 | $436,256.45 | $541,355.4 | $105,098.95 | 24.09% |
Kimberly Cappellano Private Wealth Asset Management LLC | 164 | $18,137.08 | $18,267.96 | $130.88 | 0.72% |
| SE Sima Elimelech Activest Wealth Management | 165 | $17,814.3 | $18,544.35 | $730.05 | 4.1% |
Cheryl Smith DB Fitzpatrick & Co Inc. | 222 | $18,941.04 | $24,855.12 | $5,914.08 | 31.22% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 3,648 | $369,366.45 | $406,350.72 | $36,984.27 | 10.01% |