| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
PAX Financial Group PAX Financial Group LLC | 491 | $246,160.23 | $357,310.52 | $111,150.29 | 45.15% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 261 | $139,606.27 | $188,687.34 | $49,081.07 | 35.16% |
Daniel Russell Naviter Wealth LLC | 559 | $320,145.07 | $406,761.94 | $86,616.87 | 27.06% |
| YA Yinka Akinsola Blue Trust Inc. | 2,025 | $966,050.8 | $1.51M | $543,282.91 | 56.24% |
| DG Dana Glandien Siemens Fonds Invest GmbH | 828 | $408,789.74 | $599,256.72 | $190,466.98 | 46.59% |
Jeff Ameen Spire Wealth Management | 5,674 | $3.54M | $4.16M | $617,303.71 | 17.44% |
Michelle Dubey Yousif Capital Management LLC | 4,697 | $583,928.35 | $3.44M | $2.86M | 489.23% |
Jason Kaplan Howard Capital Management Group LLC | 325 | $239,950.75 | $234,539.49 | -$5,411.26 | -2.26% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 5,389 | $3.58M | $3.89M | $310,168.51 | 8.66% |
Kyle P. Smith NewEdge Wealth LLC | 3,715 | $1.62M | $2.69M | $1.07M | 65.72% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 21,307 | $17.59M | $15.45M | -$2.14M | -12.16% |
Jessica Clark Caerus Investment Advisors LLC | 552 | $368,399.55 | $401,221.2 | $32,821.65 | 8.91% |
| CAL CSM Advisors LLC CSM Advisors LLC | 1,018 | $563,547.56 | $739,271.6 | $175,724.04 | 31.18% |
John Mezzasalma Mezzasalma Advisors LLC | 13,164 | $5.38M | $9.55M | $4.17M | 77.53% |
Ben Rothwell Keystone Financial Services | 304 | $224,446.24 | $222,877.6 | -$1,568.64 | -0.7% |
Shawn M. McHugh WealthTrust Asset Management LLC | 1,842 | $791,940.06 | $1.35M | $558,319.62 | 70.5% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 3,141 | $2.08M | $2.28M | $192,043.13 | 9.21% |
| CPS Chow Pak Sun Gordian Capital Singapore Pte Ltd. | 10 | $7,383.1 | $7,312.35 | -$70.75 | -0.96% |
| YL Yosef Levy Y.D. More Investments Ltd. | 1,619 | $1.2M | $1.17M | -$32,068.51 | -2.67% |
Joseph Castro Nuveen LLC | 181,425 | $80.18M | $135.23M | $55.05M | 68.66% |