| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Daren Blonski Fermata Advisors LLC | 1,424 | $360,712.45 | $330,524.64 | -$30,187.81 | -8.37% |
| SMM Stephen Michael Mangold Tectonic Advisors LLC | 62,345 | $10.94M | $14.49M | $3.55M | 32.47% |
Jason Kaplan Howard Capital Management Group LLC | 3,716 | $615,724.1 | $866,013.8 | $250,289.7 | 40.65% |
| RWP Ridgecrest Wealth Partners LLC Ridgecrest Wealth Partners LLC | 6,662 | $945,980.12 | $1.56M | $610,396.32 | 64.53% |
Marc Trottier Coerente Capital Management | 1,750 | $435,155 | $406,350 | -$28,805 | -6.62% |
Donna Rittershausen Koss-Olinger Consulting LLC | 1,610 | $400,342.6 | $375,693.5 | -$24,649.1 | -6.16% |
Jennifer Easley Gitterman Wealth Management LLC | 2,693 | $521,145.25 | $637,083.01 | $115,937.76 | 22.25% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 22,882 | $4.14M | $5.32M | $1.19M | 28.68% |
Melissa Tiscareno Bradley & Co. Private Wealth Management LLC | 419 | $72,607.51 | $97,032.02 | $24,424.51 | 33.64% |
Kyle P. Smith NewEdge Wealth LLC | 230,156 | $46.89M | $53.55M | $6.66M | 14.2% |
John Ledford FWG Holdings LLC | 3,844 | $1.04M | $909,375.08 | -$132,785.98 | -12.74% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 2,156 | $591,176.07 | $498,984.64 | -$92,191.43 | -15.59% |
Derek Batts Union Heritage Capital LLC | 1,070 | $204,327 | $249,491.9 | $45,164.9 | 22.1% |
Matthew Carney Nfj Investment Group LLC | 67,315 | $18.93M | $15.59M | -$3.34M | -17.64% |
Jessica Clark Caerus Investment Advisors LLC | 2,360 | $650,478.45 | $549,313.6 | -$101,164.85 | -15.55% |
| EBA Eagle Bay Advisors LLC Eagle Bay Advisors LLC | 1,758 | $267,797.47 | $411,178.62 | $143,381.15 | 53.54% |
| CAL CSM Advisors LLC CSM Advisors LLC | 89,165 | $26.16M | $20.72M | -$5.43M | -20.77% |
Carrie Delgott Wescott Financial Advisory Group LLC | 2,887 | $544,274.49 | $668,051.8 | $123,777.31 | 22.74% |
Matt Hunter Heartland Bank & Trust Co. | 5,852 | $1.23M | $1.35M | $124,208.73 | 10.1% |
Dipen Mehta Invst LLC | 1,300 | $315,159 | $302,477.5 | -$12,681.5 | -4.02% |