| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kyle P. Smith NewEdge Wealth LLC | 8,313 | $1.16M | $1.73M | $563,616.03 | 48.41% |
Carrie Delgott Wescott Financial Advisory Group LLC | 2,769 | $418,507.49 | $562,674.64 | $144,167.15 | 34.45% |
Shad Lamm Keystone Wealth Services LLC | 1,128 | $214,534.32 | $228,239.52 | $13,705.2 | 6.39% |
| YL Yosef Levy Y.D. More Investments Ltd. | 385 | $50,178.78 | $77,725.03 | $27,546.25 | 54.9% |
| TCL Therese C.D. Linden Bank of New Hampshire | 1,542 | $252,348.28 | $311,568.81 | $59,220.53 | 23.47% |
S. Hardy Taylor Heritage Investment Group Inc. | 2,675 | $408,258.5 | $545,486 | $137,227.5 | 33.61% |
Richard Slavik Newbridge Financial Services Group Inc. | 88 | $18,526.64 | $18,252.08 | -$274.56 | -1.48% |
Sima Elimelech Activest Wealth Management | 708 | $104,572.14 | $146,846.28 | $42,274.14 | 40.43% |
Robert Tutela Essex LLC | 1,106 | $186,659.62 | $224,396.34 | $37,736.72 | 20.22% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 32,336 | $5.46M | $6.71M | $1.25M | 22.93% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 2,034 | $289,114.49 | $424,058.49 | $134,944 | 46.67% |
Janet Messer FRG Family Wealth Advisors LLC | 20,079 | $2.6M | $4.09M | $1.49M | 57.11% |
Andrew J. Whalen Whalen Wealth Management Inc. | 1,090 | $229,478 | $221,711.45 | -$7,766.55 | -3.38% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 5,096 | $860,687.85 | $1.06M | $196,273.51 | 22.8% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 2,277 | $400,147.26 | $462,800.25 | $62,652.99 | 15.66% |
Darby Barncord Martin Capital Advisors LLP | 13,419 | $1.94M | $2.78M | $840,400.39 | 43.26% |
Dominic Corabi Wedmont Private Capital | 3,851 | $663,691.3 | $802,471.38 | $138,780.08 | 20.91% |
| WCP Wick Capital Partners LLC Wick Capital Partners LLC | 832 | $158,238.08 | $168,496.64 | $10,258.56 | 6.48% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 12 | $1,646.64 | $2,500.68 | $854.04 | 51.87% |
Timothy J. Landolt Endowment Wealth Management Inc. | 5,691 | $834,927.67 | $1.16M | $327,373.71 | 39.21% |