| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kyle P. Smith NewEdge Wealth LLC | 4,676 | $478,354.8 | $437,650.22 | -$40,704.58 | -8.51% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 3,225 | $294,457.5 | $300,183 | $5,725.5 | 1.94% |
Ben Rothwell Keystone Financial Services | 3,529 | $199,362.05 | $329,785.05 | $130,423 | 65.42% |
Dipen Mehta Invst LLC | 7,647 | $782,288.1 | $709,564.37 | -$72,723.73 | -9.3% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 39,185 | $2.84M | $3.67M | $826,138.56 | 29.05% |
| TCL Therese C.D. Linden Bank of New Hampshire | 2,055 | $119,559.9 | $189,840.9 | $70,281 | 58.78% |
Joseph Castro Nuveen LLC | 2,392 | $244,636 | $227,503.12 | -$17,132.88 | -7% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 33,379 | $2.18M | $3.1M | $915,765.47 | 41.98% |
| KRB Kyle R. Bubeck Systelligence LLC | 76,166 | $7.79M | $7.13M | -$664,167.52 | -8.52% |
Eddie Wilcox Rollins Financial Advisors LLC | 2,365 | $241,931 | $220,847.72 | -$21,083.28 | -8.71% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 5,572 | $426,962.01 | $516,691.56 | $89,729.55 | 21.02% |
Brian Baylis Bell Investment Advisors Inc. | 322 | $18,031.77 | $30,287.32 | $12,255.55 | 67.97% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 41,624 | $2.04M | $3.96M | $1.92M | 94.37% |
Bobby Adusumilli SJS Investment Consulting Inc. | 5,063 | $302,533.98 | $476,225.78 | $173,691.8 | 57.41% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 119,701 | $7.66M | $11.21M | $3.56M | 46.41% |
Matthew Liebman Amplius Wealth Advisors LLC | 7,035 | $510,565.18 | $654,184.65 | $143,619.47 | 28.13% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 2,155 | $220,456.5 | $202,699.3 | -$17,757.2 | -8.05% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 21,034 | $1.23M | $2M | $774,567.92 | 63.18% |
Justin Fulmer Shelton Wealth Management LLC | 42,818 | $2.15M | $4.03M | $1.87M | 86.91% |
Dominic Corabi Wedmont Private Capital | 14,713 | $827,875.46 | $1.38M | $550,070.55 | 66.44% |