| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Austin Private Wealth Austin Private Wealth LLC | 996 | $211,255.27 | $275,951.76 | $64,696.49 | 30.62% |
Blue Zone Wealth Advisors Blue Zone Wealth Advisors LLC | 858 | $215,220.72 | $237,717.48 | $22,496.76 | 10.45% |
Asio Capital Asio Capital LLC | 1,124 | $249,097.61 | $311,415.44 | $62,317.83 | 25.02% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 1,355 | $418,122.98 | $392,570.6 | -$25,552.38 | -6.11% |
| YA Yinka Akinsola Blue Trust Inc. | 4,574 | $972,541.7 | $1.27M | $294,730.73 | 30.31% |
Jeff Ameen Spire Wealth Management | 1,978 | $417,625.67 | $548,024.68 | $130,399.01 | 31.22% |
Michelle Dubey Yousif Capital Management LLC | 21,780 | $4.69M | $6.03M | $1.34M | 28.54% |
Daren Blonski Fermata Advisors LLC | 813 | $270,240.55 | $225,249.78 | -$44,990.77 | -16.65% |
Cole Holmlund Alaethes Wealth LLC | 6,600 | $1.36M | $1.93M | $567,653.51 | 41.8% |
| SMM Stephen Michael Mangold Tectonic Advisors LLC | 2,321 | $513,845.5 | $643,056.26 | $129,210.76 | 25.15% |
Jason Kaplan Howard Capital Management Group LLC | 811 | $203,431.24 | $224,695.66 | $21,264.42 | 10.45% |
Donna Rittershausen Koss-Olinger Consulting LLC | 4,605 | $963,872.55 | $1.32M | $355,552 | 36.89% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 19,884 | $5.47M | $5.51M | $41,343.72 | 0.76% |
Melissa Tiscareno Bradley & Co. Private Wealth Management LLC | 130 | $26,348.4 | $37,247.6 | $10,899.2 | 41.37% |
Kyle P. Smith NewEdge Wealth LLC | 11,056 | $2.95M | $3.17M | $218,522.22 | 7.41% |
Carrie Delgott Wescott Financial Advisory Group LLC | 706 | $243,675.9 | $195,604.36 | -$48,071.54 | -19.73% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 3,941 | $1.17M | $1.12M | -$45,401.36 | -3.88% |
Kasey Fegan Corsicana & Co. | 50 | $14,677.7 | $13,853 | -$824.7 | -5.62% |
| YL Yosef Levy Y.D. More Investments Ltd. | 98,990 | $33.3M | $28.24M | -$5.05M | -15.18% |
| TCL Therese C.D. Linden Bank of New Hampshire | 30 | $8,717.7 | $8,311.8 | -$405.9 | -4.66% |