| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Drew Waldron Canvas Wealth Advisors LLC | 1,553 | $376,163.69 | $347,328.43 | -$28,835.26 | -7.67% |
Michelle Dubey Yousif Capital Management LLC | 131,183 | $17.56M | $29.34M | $11.78M | 67.04% |
Eric Becker Guardian Wealth Advisors LLC | 1,387 | $221,792.35 | $322,810.38 | $101,018.03 | 45.55% |
Daren Blonski Fermata Advisors LLC | 1,327 | $339,379.24 | $296,783.54 | -$42,595.7 | -12.55% |
| SMM Stephen Michael Mangold Tectonic Advisors LLC | 62,345 | $10.94M | $13.94M | $3M | 27.44% |
Jason Kaplan Howard Capital Management Group LLC | 3,716 | $615,724.1 | $831,083.36 | $215,359.26 | 34.98% |
| RWP Ridgecrest Wealth Partners LLC Ridgecrest Wealth Partners LLC | 6,662 | $945,980.12 | $1.57M | $620,589.11 | 65.6% |
Marc Trottier Coerente Capital Management | 1,750 | $435,155 | $391,387.48 | -$43,767.52 | -10.06% |
Donna Rittershausen Koss-Olinger Consulting LLC | 1,610 | $400,342.6 | $380,459.1 | -$19,883.5 | -4.97% |
Jennifer Easley Gitterman Wealth Management LLC | 2,693 | $521,145.25 | $602,289.42 | $81,144.17 | 15.57% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 24,278 | $4.32M | $5.43M | $1.11M | 25.81% |
Melissa Tiscareno Bradley & Co. Private Wealth Management LLC | 419 | $72,607.51 | $99,013.89 | $26,406.38 | 36.37% |
Kyle P. Smith NewEdge Wealth LLC | 230,156 | $46.89M | $54.39M | $7.5M | 15.99% |
John Ledford FWG Holdings LLC | 3,844 | $1.04M | $900,956.72 | -$141,204.34 | -13.55% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 2,156 | $591,176.07 | $505,323.28 | -$85,852.79 | -14.52% |
Derek Batts Union Heritage Capital LLC | 1,070 | $204,327 | $250,786.6 | $46,459.6 | 22.74% |
Matthew Carney Nfj Investment Group LLC | 67,315 | $18.93M | $15.91M | -$3.02M | -15.97% |
Jessica Clark Caerus Investment Advisors LLC | 2,360 | $650,478.45 | $553,136.8 | -$97,341.65 | -14.96% |
| EBA Eagle Bay Advisors LLC Eagle Bay Advisors LLC | 1,609 | $225,897.18 | $359,852.83 | $133,955.65 | 59.3% |
| CAL CSM Advisors LLC CSM Advisors LLC | 89,165 | $26.16M | $20.9M | -$5.26M | -20.1% |