| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeff Ameen Spire Wealth Management | 9,469 | $1.99M | $3.23M | $1.24M | 62.45% |
Drew Waldron Canvas Wealth Advisors LLC | 1,419 | $377,163.68 | $484,091.85 | $106,928.17 | 28.35% |
Michelle Dubey Yousif Capital Management LLC | 110,432 | $6.92M | $37.69M | $30.78M | 445.05% |
Daren Blonski Fermata Advisors LLC | 1,086 | $321,398.34 | $370,488.9 | $49,090.56 | 15.27% |
| LWL Lauer Wealth LLC Lauer Wealth LLC | 1,070 | $399,891.11 | $365,030.5 | -$34,860.61 | -8.72% |
Jason Kaplan Howard Capital Management Group LLC | 3,273 | $274,899.32 | $1.12M | $841,684.63 | 306.18% |
Donna Rittershausen Koss-Olinger Consulting LLC | 7,170 | $1.44M | $2.45M | $1.01M | 70.45% |
Jennifer Easley Gitterman Wealth Management LLC | 1,157 | $330,850.47 | $394,710.55 | $63,860.08 | 19.3% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 48,974 | $12.8M | $16.71M | $3.92M | 30.63% |
Melissa Tiscareno Bradley & Co. Private Wealth Management LLC | 1 | $87.67 | $341.15 | $253.48 | 289.13% |
Kyle P. Smith NewEdge Wealth LLC | 14,247 | $3.84M | $4.86M | $1.02M | 26.49% |
John Ledford FWG Holdings LLC | 3,366 | $662,614.94 | $1.15M | $485,695.96 | 73.3% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 3,583 | $730,530.76 | $1.22M | $491,809.69 | 67.32% |
Matthew Carney Nfj Investment Group LLC | 28,709 | $7.76M | $9.79M | $2.03M | 26.13% |
Jessica Clark Caerus Investment Advisors LLC | 2,389 | $725,234.52 | $815,007.35 | $89,772.83 | 12.38% |
| EBA Eagle Bay Advisors LLC Eagle Bay Advisors LLC | 1,392 | $88,808.82 | $474,407.52 | $385,598.7 | 434.19% |
| CAL CSM Advisors LLC CSM Advisors LLC | 45,394 | $12.88M | $15.49M | $2.61M | 20.27% |
| GAG Goodman Advisory Group LLC Goodman Advisory Group LLC | 30 | $9,024.6 | $10,234.5 | $1,209.9 | 13.41% |
Carrie Delgott Wescott Financial Advisory Group LLC | 3,821 | $624,127.91 | $1.3M | $678,107.1 | 108.65% |
Matt Hunter Heartland Bank & Trust Co. | 3,663 | $814,094.99 | $1.25M | $434,292.04 | 53.35% |