| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Daniel Russell Naviter Wealth LLC | 4,560 | $1.31M | $1.56M | $243,184.8 | 18.53% |
| YA Yinka Akinsola Blue Trust Inc. | 7,277 | $1.94M | $2.49M | $554,687.01 | 28.59% |
Jeff Ameen Spire Wealth Management | 681 | $205,844.15 | $236,749.65 | $30,905.5 | 15.01% |
Kyle P. Smith NewEdge Wealth LLC | 8,356 | $3.13M | $2.88M | -$253,548.09 | -8.09% |
Jonathan Guyton Cornerstone Wealth Advisors Inc. | 4,281 | $1.14M | $1.45M | $312,454.09 | 27.45% |
| EBA Eagle Bay Advisors LLC Eagle Bay Advisors LLC | 1,388 | $338,788.65 | $470,296.04 | $131,507.39 | 38.82% |
| KCM Kennicott Capital Management LLC Kennicott Capital Management LLC | 2,216 | $539,681.62 | $750,847.28 | $211,165.66 | 39.13% |
Carrie Delgott Wescott Financial Advisory Group LLC | 5,978 | $1.77M | $2.05M | $280,498.84 | 15.84% |
John Mezzasalma Mezzasalma Advisors LLC | 1,008 | $290,122.56 | $345,718.8 | $55,596.24 | 19.16% |
Shad Lamm Keystone Wealth Services LLC | 1,197 | $329,008.45 | $408,188.97 | $79,180.52 | 24.07% |
Alexandria Fry Dentgroup LLC | 1,249 | $365,355.28 | $431,342.15 | $65,986.87 | 18.06% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 5,455 | $1.66M | $1.88M | $215,427.79 | 12.94% |
Joseph Castro Nuveen LLC | 3,248 | $1.28M | $1.11M | -$166,071.19 | -12.98% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 1,803 | $710,309.86 | $612,208.65 | -$98,101.21 | -13.81% |
Katie Smith Delos Wealth Advisors LLC | 26 | $8,321.04 | $8,869.64 | $548.6 | 6.59% |
Richard Slavik Newbridge Financial Services Group Inc. | 8 | $2,503.08 | $2,742.64 | $239.56 | 9.57% |
Jarrett Topel Topel & Distasi Wealth Management LLC | 714 | $204,212.14 | $246,005.13 | $41,792.99 | 20.47% |
Kimberly Cappellano Private Wealth Asset Management LLC | 6,957 | $1.78M | $2.4M | $621,712.36 | 34.97% |
Andrew J. Swenson ARS Wealth Advisors Group LLC | 583 | $229,678.67 | $197,537.89 | -$32,140.78 | -13.99% |
Kalon Hoard Holland Advisory Services Inc. | 905 | $264,589.35 | $311,772.5 | $47,183.15 | 17.83% |