| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Keebeck Wealth Management Keebeck Wealth Management LLC | 2,927 | $617,233.5 | $684,903.36 | $67,669.86 | 10.96% |
| RR rosemary richard WCG Wealth Advisors LLC | 32,863 | $5.85M | $7.69M | $1.84M | 31.54% |
| YA Yinka Akinsola Blue Trust Inc. | 1,912 | $400,105.12 | $447,972.04 | $47,866.92 | 11.96% |
Jeff Ameen Spire Wealth Management | 11,535 | $1.58M | $2.71M | $1.14M | 72.26% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 950 | $203,955.5 | $222,580.25 | $18,624.75 | 9.13% |
Kyle P. Smith NewEdge Wealth LLC | 15,129 | $2.06M | $3.54M | $1.48M | 71.83% |
Jessica Clark Caerus Investment Advisors LLC | 1,010 | $211,352.6 | $236,582.4 | $25,229.8 | 11.94% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 975 | $213,281.25 | $228,871.5 | $15,590.25 | 7.31% |
| YL Yosef Levy Y.D. More Investments Ltd. | 1,149 | $191,973.23 | $269,716.26 | $77,743.03 | 40.5% |
| SHT S. Hardy Taylor Heritage Investment Group Inc. | 1,881 | $403,831.89 | $441,545.94 | $37,714.05 | 9.34% |
Kevin B. Crawford JB Capital LLC | 3,844 | $815,402.05 | $904,877.6 | $89,475.55 | 10.97% |
| RS Richard Slavik Newbridge Financial Services Group Inc. | 920 | $162,117.49 | $216,673.8 | $54,556.31 | 33.65% |
| KRB Kyle R. Bubeck Systelligence LLC | 10,245 | $2.24M | $2.37M | $127,191.67 | 5.68% |
| SE Sima Elimelech Activest Wealth Management | 175 | $37,570.75 | $41,373.5 | $3,802.75 | 10.12% |
| EW Eddie Wilcox Rollins Financial Advisors LLC | 6,949 | $1.38M | $1.63M | $252,263.84 | 18.29% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 2,941 | $604,979.34 | $694,384.8 | $89,405.46 | 14.78% |
Andrew Endelman Independent Wealth Network Inc. | 6,648 | $919,562.39 | $1.56M | $645,376.81 | 70.18% |
Larry Herold Herold Advisors Inc. | 1,142 | $245,175.98 | $268,826.8 | $23,650.82 | 9.65% |
Christopher Davis Burns Matteson Capital Management LLC | 1,781 | $178,110.83 | $410,930.13 | $232,819.3 | 130.72% |
| DS David Spratt Badgley Phelps Wealth Managers LLC | 1,554 | $333,628.26 | $365,990.31 | $32,362.05 | 9.7% |