| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Daren Blonski Fermata Advisors LLC | 1,333 | $205,136.83 | $368,414.54 | $163,277.71 | 79.59% |
Kyle P. Smith NewEdge Wealth LLC | 5,308 | $1.21M | $1.54M | $337,027.15 | 27.92% |
John Mezzasalma Mezzasalma Advisors LLC | 32,471 | $6.84M | $9.45M | $2.6M | 38.02% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 1,367 | $381,750.74 | $395,910.54 | $14,159.8 | 3.71% |
Ryan Sanford Elevation Capital Advisory LLC | 49,647 | $14.16M | $13.72M | -$435,792.68 | -3.08% |
Joseph Castro Nuveen LLC | 7,503 | $2.18M | $2.17M | -$6,112.63 | -0.28% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 1,175 | $290,236.1 | $324,746.5 | $34,510.4 | 11.89% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 6,956 | $1.74M | $1.92M | $181,503.91 | 10.43% |
Richard Slavik Newbridge Financial Services Group Inc. | 828 | $195,470.28 | $242,024.39 | $46,554.11 | 23.82% |
Sima Elimelech Activest Wealth Management | 91 | $19,195.54 | $25,150.58 | $5,955.04 | 31.02% |
Jodi Greenlund Financial Council LLC | 926 | $228,268.26 | $255,927.88 | $27,659.62 | 12.12% |
| KC Kasey Cook Maripau Wealth Management LLC | 1,614 | $379,725.78 | $467,721.06 | $87,995.28 | 23.17% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 560 | $153,806.28 | $162,478.4 | $8,672.12 | 5.64% |
Christopher Davis Burns Matteson Capital Management LLC | 32,859 | $5.25M | $9.08M | $3.83M | 72.82% |
| MR Michael Ryan Whelan Financial | 8,957 | $1.44M | $2.48M | $1.04M | 72.41% |
| MAL Mason & Associates LLC Mason & Associates LLC | 6,933 | $1.49M | $1.92M | $428,799.28 | 28.83% |
| MTW Mary Therese Walsh WIN ADVISORS Inc. | 32,293 | $8.08M | $8.93M | $847,817.28 | 10.5% |
Nathan C. Goodman Family Investment Center Inc. | 774 | $224,940 | $213,918.12 | -$11,021.88 | -4.9% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 11,538 | $2.84M | $3.19M | $346,482.97 | 12.19% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 35,016 | $10.02M | $10.24M | $217,047.39 | 2.17% |