| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeffery Yorg Focus Partners Advisor Solutions LLC | 2,345 | $238,777.35 | $250,035.62 | $11,258.27 | 4.71% |
Ryan Sanford Elevation Capital Advisory LLC | 20,429 | $2.23M | $2.17M | -$55,229.49 | -2.48% |
Joseph Castro Nuveen LLC | 7,387 | $899,207 | $787,084.85 | -$112,122.15 | -12.47% |
Kevin B. Crawford JB Capital LLC | 2,293 | $222,210.32 | $242,209.59 | $19,999.27 | 9% |
| KRB Kyle R. Bubeck Systelligence LLC | 165,710 | $16.58M | $17.6M | $1.02M | 6.16% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 15,051 | $1.6M | $1.59M | -$9,089.66 | -0.57% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 41 | $4,173.39 | $4,405.86 | $232.47 | 5.57% |
Larry Herold Herold Advisors Inc. | 10,225 | $1.02M | $1.08M | $59,859.25 | 5.87% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 59,616 | $7.26M | $6.41M | -$850,720.32 | -11.72% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 6,554 | $458,225.11 | $698,328.7 | $240,103.59 | 52.4% |
Candace Cavalier Congress Wealth Management LLC / DE / | 35,684 | $2.98M | $3.8M | $815,460.14 | 27.32% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 232 | $19,042.78 | $24,427.28 | $5,384.5 | 28.28% |
Amir Ali Monsefi Aire Advisors LLC | 132,152 | $10.49M | $14.04M | $3.55M | 33.88% |
| YR Yarenis Rodriguez Pursue Wealth Partners LLC | 5,107 | $437,997.6 | $545,095.64 | $107,098.04 | 24.45% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 4,823 | $403,751.43 | $513,504.81 | $109,753.38 | 27.18% |
Jeremy Baltz Raleigh Capital Management Inc. | 6 | $609 | $630.87 | $21.87 | 3.59% |
Dalila Toledo Ascent Group LLC | 11,456 | $1.12M | $1.2M | $84,186.66 | 7.54% |
| EM Erin Mccann Simplicity Wealth LLC | 21,750 | $2.44M | $2.32M | -$124,315.79 | -5.1% |
Randy T. Siegel Aletheian Wealth Advisors LLC | 6,620 | $493,637.5 | $710,870.83 | $217,233.33 | 44.01% |
| MFA Millington Financial Advisors LLC Millington Financial Advisors LLC | 9,568 | $746,715.56 | $1.02M | $274,668.44 | 36.78% |