| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Cole Holmlund Alaethes Wealth LLC | 95,956 | $3.22M | $3.15M | -$63,810.74 | -1.98% |
| SMM Stephen Michael Mangold Tectonic Advisors LLC | 77,308 | $2.08M | $2.58M | $505,191.99 | 24.3% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 123,045 | $2.86M | $4.04M | $1.18M | 41.38% |
John Nowicki LCM Capital Management Inc. | 9,537 | $262,797.38 | $318,058.95 | $55,261.57 | 21.03% |
Kyle P. Smith NewEdge Wealth LLC | 69,267 | $1.72M | $2.28M | $559,317.75 | 32.58% |
Mack, Connie Clarity Financial LLC | 487,315 | $13.59M | $16.25M | $2.66M | 19.6% |
Jessica Clark Caerus Investment Advisors LLC | 8,556 | $246,740.88 | $285,342.6 | $38,601.72 | 15.64% |
Dipen Mehta Invst LLC | 22,939 | $769,144.67 | $765,015.65 | -$4,129.02 | -0.54% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 51,451 | $1.46M | $1.69M | $233,314.86 | 16.01% |
Kasey Fegan Corsicana & Co. | 20,865 | $379,545.75 | $695,847.75 | $316,302 | 83.34% |
| YL Yosef Levy Y.D. More Investments Ltd. | 3,351 | $76,972.33 | $111,755.85 | $34,783.52 | 45.19% |
Joseph Castro Nuveen LLC | 6.77M | $193.86M | $222.22M | $28.35M | 14.63% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 39,269 | $943,983.87 | $1.31M | $365,637.28 | 38.73% |
Katie Smith Delos Wealth Advisors LLC | 821 | $26,247.37 | $27,380.35 | $1,132.98 | 4.32% |
Richard Slavik Newbridge Financial Services Group Inc. | 3,494 | $104,664.38 | $114,812.84 | $10,148.46 | 9.7% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 701 | $12,595.87 | $23,378.35 | $10,782.48 | 85.6% |
Kimberly Cappellano Private Wealth Asset Management LLC | 4,515 | $129,963.35 | $148,250.02 | $18,286.67 | 14.07% |
Sima Elimelech Activest Wealth Management | 1,124 | $31,982.26 | $36,990.84 | $5,008.58 | 15.66% |
Eddie Wilcox Rollins Financial Advisors LLC | 153,902 | $3.38M | $5.14M | $1.77M | 52.28% |
Andrew J. Swenson ARS Wealth Advisors Group LLC | 289,986 | $5.29M | $9.69M | $4.41M | 83.41% |