| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Keebeck Wealth Management Keebeck Wealth Management LLC | 2,084 | $440,827.34 | $523,354.92 | $82,527.58 | 18.72% |
| RR rosemary richard WCG Wealth Advisors LLC | 18,800 | $3.69M | $4.76M | $1.07M | 28.91% |
| YA Yinka Akinsola Blue Trust Inc. | 1,912 | $400,105.12 | $458,229.92 | $58,124.8 | 14.53% |
Jeff Ameen Spire Wealth Management | 12,040 | $1.7M | $2.89M | $1.19M | 69.95% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 950 | $203,955.5 | $227,677 | $23,721.5 | 11.63% |
Kyle P. Smith NewEdge Wealth LLC | 15,660 | $2.19M | $3.93M | $1.74M | 79.17% |
Jessica Clark Caerus Investment Advisors LLC | 1,010 | $211,352.6 | $255,752.2 | $44,399.6 | 21.01% |
| YL Yosef Levy Y.D. More Investments Ltd. | 1,376 | $246,756.28 | $344,894.39 | $98,138.11 | 39.77% |
Joseph Castro Nuveen LLC | 2,654 | $643,383 | $666,499.02 | $23,116.02 | 3.59% |
S. Hardy Taylor Heritage Investment Group Inc. | 1,881 | $403,831.89 | $450,800.46 | $46,968.57 | 11.63% |
Kevin B. Crawford JB Capital LLC | 4,726 | $1.03M | $1.13M | $103,416.67 | 10.05% |
Richard Slavik Newbridge Financial Services Group Inc. | 962 | $172,299.13 | $243,597.64 | $71,298.51 | 41.38% |
| KRB Kyle R. Bubeck Systelligence LLC | 10,245 | $2.24M | $2.46M | $214,222.95 | 9.56% |
Sima Elimelech Activest Wealth Management | 544 | $127,023.73 | $130,375.04 | $3,351.31 | 2.64% |
Eddie Wilcox Rollins Financial Advisors LLC | 6,949 | $1.38M | $1.67M | $286,452.92 | 20.77% |
Christina Forster Pazienza Guardian Partners Inc. | 555 | $134,543 | $133,011.3 | -$1,531.7 | -1.14% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 2,833 | $584,606.22 | $712,839.46 | $128,233.24 | 21.93% |
Andrew Endelman Independent Wealth Network Inc. | 6,685 | $928,531.93 | $1.6M | $673,595.17 | 72.54% |
Larry Herold Herold Advisors Inc. | 1,142 | $245,175.98 | $273,691.72 | $28,515.74 | 11.63% |
| YAI Yossi Attias, Ilana Cohen Yahav Achim Ve Achayot - Provident Funds Management Co. Ltd. | 9,569 | $2.32M | $2.29M | -$26,410.44 | -1.14% |