| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Keebeck Wealth Management Keebeck Wealth Management LLC | 8,264 | $299,900.61 | $383,573.56 | $83,672.95 | 27.9% |
| YA Yinka Akinsola Blue Trust Inc. | 881 | $31,971.49 | $40,790.3 | $8,818.81 | 27.58% |
Jeff Ameen Spire Wealth Management | 3,649 | $127,277.12 | $169,952.17 | $42,675.05 | 33.53% |
| KB Kristina Bentzen Paradigm, Strategies in Wealth Management LLC | 312,001 | $11.37M | $14.49M | $3.12M | 27.43% |
Jennifer Easley Gitterman Wealth Management LLC | 442,646 | $16.08M | $20.72M | $4.64M | 28.83% |
John Ledford FWG Holdings LLC | 6,337 | $297,395.41 | $296,634.97 | -$760.44 | -0.26% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 5,170 | $213,831.2 | $240,172.35 | $26,341.15 | 12.32% |
Joseph Castro Nuveen LLC | 4,844 | $227,290 | $224,277.2 | -$3,012.8 | -1.33% |
Christopher Davis Burns Matteson Capital Management LLC | 171,682 | $6.92M | $7.97M | $1.05M | 15.25% |
Bradley W. Clark Paladin Advisory Group LLC | 5,181 | $211,763.16 | $241,279.17 | $29,516.01 | 13.94% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 53,256 | $2.39M | $2.48M | $92,147.53 | 3.86% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 3,025 | $109,777.25 | $140,057.5 | $30,280.25 | 27.58% |
Brandon Collier Collier Financial | 298 | $10,368.52 | $13,934.48 | $3,565.96 | 34.39% |
Dominic Corabi Wedmont Private Capital | 14,519 | $681,376.67 | $674,044.57 | -$7,332.1 | -1.08% |
Candace Cavalier Congress Wealth Management LLC / DE / | 45,790 | $1.67M | $2.13M | $453,704.27 | 27.13% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 1,985 | $75,094.96 | $92,193.32 | $17,098.36 | 22.77% |
Michelle Wells Darrow Company Inc. | 231,145 | $8.37M | $10.73M | $2.36M | 28.14% |
Jason Whitby Stone Summit Wealth LLC | 9,935 | $350,819.82 | $463,964.5 | $113,144.68 | 32.25% |
Adam K. Wright Kathleen S. Wright Associates Inc. | 26,879 | $870,433.54 | $1.25M | $384,278.18 | 44.15% |
Clint Dunn Beaird Harris Wealth Management LLC | 837 | $24,118.34 | $38,845.17 | $14,726.83 | 61.06% |