| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Janice M. Powell Diversify Advisory Services, LLC | 94,734 | $24.84M | $24.56M | -$286,393.66 | -1.15% |
Alfonso Charles Broadway Wealth Solutions, Inc. | 2,515 | $375,607.32 | $644,720.28 | $269,112.96 | 71.65% |
David W. Marrazzo Guardian Asset Advisors, LLC | 5,460 | $914,408.74 | $1.4M | $485,262.31 | 53.07% |
Kevyn Hill Hilltop National Bank | 12,398 | $2.03M | $3.18M | $1.15M | 56.64% |
Taylor Faw Strathmore Capital Advisors, Inc. | 1,225 | $300,574.24 | $317,556.76 | $16,982.52 | 5.65% |
Brady Green GGM Financials LLC | 100 | $18,542 | $25,635 | $7,093 | 38.25% |
Gillian Curran Prospect Financial Group LLC | 2,344 | $347,868.11 | $607,635.14 | $259,767.03 | 74.67% |
Richard Crinion Mediolanum International Funds Ltd | 397,098 | $66.04M | $101.8M | $35.76M | 54.15% |
Daniel Pettway Councilmark Asset Management, LLC | 13,979 | $2.21M | $3.58M | $1.37M | 62.09% |
CLINE REASOR Gratus Wealth Advisors, LLC | 2,853 | $466,035.38 | $731,366.58 | $265,331.2 | 56.93% |
Dan Wohlgemuth 49 WEALTH MANAGEMENT, LLC | 1,937 | $411,703.07 | $502,128.53 | $90,425.46 | 21.96% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 683,670 | $107.87M | $175.26M | $67.39M | 62.48% |
Marshall Investment Management LLC MARSHALL INVESTMENT MANAGEMENT, LLC | 9,945 | $1.87M | $2.55M | $684,231.96 | 36.68% |
Andrew M. Price BRIGHT FINANCIAL ADVISORS, INC. | 1,052 | $194,992.44 | $269,680.21 | $74,687.77 | 38.3% |
Greyson Gibson JDH Wealth Management, LLC | 1,068 | $229,719.99 | $273,781.81 | $44,061.82 | 19.18% |
| GPW Gentry Private Wealth LLC GENTRY PRIVATE WEALTH, LLC | 3,782 | $843,057.56 | $964,145.22 | $121,087.66 | 14.36% |
Venkatram Krishnamurthy V2 Financial group LLC | 2,532 | $406,773.99 | $649,078.23 | $242,304.24 | 59.57% |
Adam Stalnaker Rockport Wealth LLC | 3,579 | $592,904.52 | $917,476.69 | $324,572.17 | 54.74% |
Joe Miller Miller Financial Services LLC | 1,699 | $245,682.24 | $435,538.67 | $189,856.43 | 77.28% |
| SPC Spirepoint Private Client LLC SPIREPOINT PRIVATE CLIENT, LLC | 108,989 | $17.69M | $27.78M | $10.09M | 57.03% |