| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| YA Yinka Akinsola Blue Trust Inc. | 175 | $10,787 | $13,035.75 | $2,248.75 | 20.85% |
Jeff Ameen Spire Wealth Management | 4,940 | $273,400.83 | $367,980.6 | $94,579.77 | 34.59% |
| KCM Kennicott Capital Management LLC Kennicott Capital Management LLC | 20,910 | $1.27M | $1.57M | $302,256.05 | 23.87% |
Shad Lamm Keystone Wealth Services LLC | 3,260 | $165,627.85 | $238,501.6 | $72,873.75 | 44% |
Alexandria Fry Dentgroup LLC | 11,381 | $675,594.82 | $851,583.32 | $175,988.5 | 26.05% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 4,440 | $261,807.75 | $332,422.8 | $70,615.05 | 26.97% |
Joseph Castro Nuveen LLC | 3,505 | $234,871 | $261,087.45 | $26,216.45 | 11.16% |
Richard Slavik Newbridge Financial Services Group Inc. | 1,100 | $62,644 | $81,939 | $19,295 | 30.8% |
Eddie Wilcox Rollins Financial Advisors LLC | 4,908 | $297,064.68 | $350,872.92 | $53,808.24 | 18.11% |
Robert Tutela Essex LLC | 32,714 | $1.82M | $2.34M | $522,672.6 | 28.78% |
David Spratt Badgley Phelps Wealth Managers LLC | 5,526 | $316,228.4 | $404,282.16 | $88,053.76 | 27.84% |
| SS Sandra Stickney Collaborative Wealth Managment Inc. | 3,200 | $187,904 | $228,768 | $40,864 | 21.75% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 11,189 | $707,473.67 | $833,804.28 | $126,330.61 | 17.86% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 4,595 | $299,134.5 | $336,170.2 | $37,035.7 | 12.38% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 50 | $2,837 | $3,746.5 | $909.5 | 32.06% |
Candace Cavalier Congress Wealth Management LLC / DE / | 45,116 | $2.54M | $3.38M | $835,225.4 | 32.88% |
Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 3,919 | $230,113.63 | $280,169.31 | $50,055.68 | 21.75% |
Jennifer Carlson Gould Capital LLC | 12 | $735.24 | $857.88 | $122.64 | 16.68% |
John Gorlow Cardiff Park Advisors LLC | 4,806 | $307,546.27 | $351,606.96 | $44,060.69 | 14.33% |
| BFA Blackston Financial Advisory Group LLC Blackston Financial Advisory Group LLC | 4,180 | $271,700 | $313,123.8 | $41,423.8 | 15.25% |