| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Winthrop Advisory Group Winthrop Advisory Group LLC | 2,191 | $227,042.89 | $307,309.64 | $80,266.75 | 35.35% |
SkyOak Wealth SkyOak Wealth LLC | 1,767 | $238,951.41 | $239,481.51 | $530.1 | 0.22% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 1,640 | $222,204 | $222,269.2 | $65.2 | 0.03% |
Daniel Russell Naviter Wealth LLC | 4,018 | $314,503.93 | $544,559.54 | $230,055.61 | 73.15% |
| RR rosemary richard WCG Wealth Advisors LLC | 16,771 | $2.31M | $2.27M | -$32,598.64 | -1.41% |
| YA Yinka Akinsola Blue Trust Inc. | 1,854 | $203,331.39 | $251,689.77 | $48,358.38 | 23.78% |
| DG Dana Glandien Siemens Fonds Invest GmbH | 6,834 | $757,911.96 | $927,749.67 | $169,837.71 | 22.41% |
Jeff Ameen Spire Wealth Management | 4,684 | $645,455.2 | $629,998 | -$15,457.2 | -2.39% |
| MD Michelle Dubey Yousif Capital Management LLC | 35,786 | $2.78M | $4.81M | $2.03M | 73.1% |
| SMM Stephen Michael Mangold Tectonic Advisors LLC | 5,801 | $544,384.59 | $780,234.5 | $235,849.91 | 43.32% |
Jason Kaplan Howard Capital Management Group LLC | 2,351 | $242,949.59 | $316,209.5 | $73,259.91 | 30.15% |
Kyle P. Smith NewEdge Wealth LLC | 18,227 | $2.02M | $2.47M | $455,290.86 | 22.55% |
| CAL CSM Advisors LLC CSM Advisors LLC | 309,592 | $40.23M | $42.05M | $1.82M | 4.53% |
| YL Yosef Levy Y.D. More Investments Ltd. | 178 | $20,175.37 | $24,144.81 | $3,969.44 | 19.67% |
| TCL Therese C.D. Linden Bank of New Hampshire | 2,733 | $176,697.76 | $382,824.97 | $206,127.21 | 116.66% |
Joseph Castro Nuveen LLC | 906,073 | $115.14M | $122.47M | $7.33M | 6.37% |
| MJB Michael John Blaszczyk SRN Advisors LLC | 6,914 | $761,806.9 | $937,676.68 | $175,869.78 | 23.09% |
| SR Spencer Rand Five Oceans Advisors | 1,718 | $212,634.08 | $231,071 | $18,436.92 | 8.67% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 16,627 | $2.08M | $2.24M | $156,955.99 | 7.55% |
Kevin B. Crawford JB Capital LLC | 5,902 | $694,365.43 | $797,743.83 | $103,378.4 | 14.89% |