| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ben Rothwell Keystone Financial Services | 25,673 | $1.99M | $1.95M | -$43,987.2 | -2.21% |
| SL Shad Lamm Keystone Wealth Services LLC | 16,335 | $1.03M | $1.24M | $209,289.17 | 20.31% |
Alexandria Fry Dentgroup LLC | 3,509 | $255,349.93 | $265,850.26 | $10,500.33 | 4.11% |
| DM Dipen Mehta Invst LLC | 21,101 | $1.54M | $1.6M | $66,151.63 | 4.31% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 73,489 | $5.47M | $5.58M | $111,353.72 | 2.04% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 3,266 | $265,101.66 | $249,097.82 | -$16,003.84 | -6.04% |
| SC Suzanne Cross JTC Employer Solutions Trustee Ltd | 12,632 | $787,731.52 | $958,831.96 | $171,100.44 | 21.72% |
| HT Hannah Tackett Penobscot Wealth Management | 2,450 | $215,992 | $186,886 | -$29,106 | -13.48% |
Kimberly Van Winkle Twelve Points Wealth Management LLC | 39,432 | $2.4M | $2.99M | $589,885.39 | 24.55% |
Kevin B. Crawford JB Capital LLC | 135,910 | $9.89M | $10.32M | $425,398.3 | 4.3% |
| RS Richard Slavik Newbridge Financial Services Group Inc. | 940 | $50,556.14 | $71,609.2 | $21,053.06 | 41.64% |
Kurt Van Dyken Lifeworks Advisors LLC | 208,507 | $10.53M | $15.83M | $5.29M | 50.24% |
| KRB Kyle R. Bubeck Systelligence LLC | 43,760 | $3.37M | $3.3M | -$67,341.84 | -2% |
Kimberly Cappellano Private Wealth Asset Management LLC | 19,899 | $1.28M | $1.51M | $235,166.67 | 18.44% |
Christina Forster Pazienza Guardian Partners Inc. | 15,000 | $1.22M | $1.14M | -$78,975 | -6.49% |
Andrew J. Swenson ARS Wealth Advisors Group LLC | 5,594 | $475,817.86 | $426,710.32 | -$49,107.54 | -10.32% |
Andrew Endelman Independent Wealth Network Inc. | 15,982 | $851,047.82 | $1.21M | $361,985.98 | 42.53% |
Larry Herold Herold Advisors Inc. | 2,685 | $236,709.6 | $203,791.5 | -$32,918.1 | -13.91% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 212,251 | $7.94M | $16.19M | $8.25M | 103.97% |
| DC Donie Carlson DMC Group LLC | 18,070 | $1.12M | $1.37M | $249,492.51 | 22.24% |