| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AL Acas LLC Acas LLC | 6,641 | $798,669.52 | $1.15M | $348,231.18 | 43.6% |
Kyle P. Smith NewEdge Wealth LLC | 1,451 | $205,135.56 | $256,783.47 | $51,647.91 | 25.18% |
| EBA Eagle Bay Advisors LLC Eagle Bay Advisors LLC | 1,423 | $168,486.44 | $245,752.1 | $77,265.66 | 45.86% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 1,911 | $276,540.81 | $330,029.7 | $53,488.89 | 19.34% |
| TCL Therese C.D. Linden Bank of New Hampshire | 128 | $15,397.99 | $22,105.6 | $6,707.61 | 43.56% |
Kimberly Van Winkle Twelve Points Wealth Management LLC | 1,561 | $207,675.44 | $276,250.17 | $68,574.73 | 33.02% |
Jeffrey Dominguez Dominguez Wealth Management Solutions Inc. | 15,727 | $1.87M | $2.72M | $842,350.11 | 44.96% |
Kimberly Cappellano Private Wealth Asset Management LLC | 1,090 | $148,625 | $191,861.8 | $43,236.8 | 29.09% |
Sima Elimelech Activest Wealth Management | 44 | $6,367.24 | $7,598.8 | $1,231.56 | 19.34% |
Robert Tutela Essex LLC | 2,080 | $270,483.2 | $359,216 | $88,732.8 | 32.81% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 390 | $48,804.6 | $69,139.2 | $20,334.6 | 41.67% |
David Spratt Badgley Phelps Wealth Managers LLC | 1,222 | $218,249.21 | $211,039.4 | -$7,209.81 | -3.3% |
| VIA Vickerman Investment Advisors Inc. Vickerman Investment Advisors Inc. | 3,848 | $482,268.67 | $686,868 | $204,599.33 | 42.42% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 2,808 | $360,751.13 | $484,941.6 | $124,190.47 | 34.43% |
Olalekan F. Adeduji Washington Trust Advisors Inc. | 162 | $22,923 | $27,977.4 | $5,054.4 | 22.05% |
Matthew Liebman Amplius Wealth Advisors LLC | 2,066 | $368,987.62 | $356,798.2 | -$12,189.42 | -3.3% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 3,392 | $449,426.07 | $605,472 | $156,045.93 | 34.72% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 337 | $51,339.44 | $58,199.9 | $6,860.46 | 13.36% |
William Reid Culp III TAGStone Capital Inc. | 5,132 | $680,455.58 | $903,334.64 | $222,879.06 | 32.75% |
Dominic Corabi Wedmont Private Capital | 3,190 | $390,081.73 | $550,913 | $160,831.27 | 41.23% |