| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Red Spruce Capital Red Spruce Capital LLC | 4,213 | $468,889.39 | $587,881.98 | $118,992.59 | 25.38% |
SkyOak Wealth SkyOak Wealth LLC | 24,124 | $1.84M | $3.37M | $1.52M | 82.74% |
Adams Wealth Management Adams Wealth Management | 4,622 | $428,263.42 | $644,953.83 | $216,690.41 | 50.6% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 28,036 | $3.19M | $3.91M | $724,865.01 | 22.74% |
| MC Michael Corrigan Advocate Group LLC | 76,623 | $6.9M | $10.69M | $3.8M | 55.06% |
| YA Yinka Akinsola Blue Trust Inc. | 5,153 | $671,305.51 | $719,049.57 | $47,744.06 | 7.11% |
| DG Dana Glandien Siemens Fonds Invest GmbH | 49,168 | $5.47M | $6.86M | $1.39M | 25.5% |
Jeff Ameen Spire Wealth Management | 4,170 | $430,521.08 | $581,881.76 | $151,360.68 | 35.16% |
| DW Drew Waldron Canvas Wealth Advisors LLC | 1,432 | $204,990.79 | $199,821.27 | -$5,169.52 | -2.52% |
| MD Michelle Dubey Yousif Capital Management LLC | 101,722 | $9.4M | $14.19M | $4.8M | 51.05% |
| EB Eric Becker Guardian Wealth Advisors LLC | 4,025 | $368,750.64 | $561,648.46 | $192,897.82 | 52.31% |
| AL Acas LLC Acas LLC | 4,375 | $428,783.65 | $610,487.46 | $181,703.81 | 42.38% |
| SMM Stephen Michael Mangold Tectonic Advisors LLC | 3,921 | $514,356.74 | $547,136.3 | $32,779.56 | 6.37% |
Jason Kaplan Howard Capital Management Group LLC | 2,030 | $193,108.18 | $283,266.18 | $90,158 | 46.69% |
Marc Trottier Coerente Capital Management | 7,950 | $871,638 | $1.11M | $237,704.92 | 27.27% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 3,368 | $267,002.94 | $469,970.69 | $202,967.75 | 76.02% |
Melissa Tiscareno Bradley & Co. Private Wealth Management LLC | 35 | $4,591.3 | $4,883.9 | $292.6 | 6.37% |
John Nowicki LCM Capital Management Inc. | 7,073 | $594,130.38 | $986,966.35 | $392,835.97 | 66.12% |
Kyle P. Smith NewEdge Wealth LLC | 26,305 | $3.07M | $3.67M | $598,741.17 | 19.49% |
| CAL CSM Advisors LLC CSM Advisors LLC | 2,850 | $373,862.97 | $397,688.97 | $23,826 | 6.37% |