| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Austin Private Wealth Austin Private Wealth LLC | 996 | $211,255.27 | $242,984.16 | $31,728.89 | 15.02% |
Blue Zone Wealth Advisors Blue Zone Wealth Advisors LLC | 858 | $215,220.72 | $208,438.23 | -$6,782.49 | -3.15% |
Asio Capital Asio Capital LLC | 1,124 | $249,097.61 | $271,502.2 | $22,404.59 | 8.99% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 1,355 | $418,122.98 | $330,335.45 | -$87,787.53 | -21% |
| YA Yinka Akinsola Blue Trust Inc. | 4,514 | $958,668.2 | $1.09M | $126,948.8 | 13.24% |
Jeff Ameen Spire Wealth Management | 1,978 | $417,625.67 | $475,709 | $58,083.33 | 13.91% |
Michelle Dubey Yousif Capital Management LLC | 18,449 | $3.98M | $4.44M | $452,639.22 | 11.36% |
Cole Holmlund Alaethes Wealth LLC | 6,600 | $1.36M | $1.59M | $236,069.44 | 17.38% |
| SMM Stephen Michael Mangold Tectonic Advisors LLC | 2,321 | $513,845.5 | $565,616.09 | $51,770.59 | 10.08% |
Jason Kaplan Howard Capital Management Group LLC | 811 | $203,431.24 | $198,021.87 | -$5,409.37 | -2.66% |
Donna Rittershausen Koss-Olinger Consulting LLC | 4,605 | $963,872.55 | $1.13M | $162,026.92 | 16.81% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 21,691 | $5.9M | $5.21M | -$684,532.9 | -11.61% |
Melissa Tiscareno Bradley & Co. Private Wealth Management LLC | 130 | $26,348.4 | $31,634.2 | $5,285.8 | 20.06% |
Kyle P. Smith NewEdge Wealth LLC | 11,056 | $2.95M | $2.67M | -$282,977.83 | -9.59% |
Carrie Delgott Wescott Financial Advisory Group LLC | 704 | $242,985.6 | $171,508.48 | -$71,477.12 | -29.42% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 3,941 | $1.17M | $951,120.94 | -$218,647.68 | -18.69% |
Kasey Fegan Corsicana & Co. | 50 | $14,677.7 | $12,193.5 | -$2,484.2 | -16.92% |
| YL Yosef Levy Y.D. More Investments Ltd. | 98,990 | $33.3M | $24.12M | -$9.18M | -27.56% |
| TCL Therese C.D. Linden Bank of New Hampshire | 30 | $8,717.7 | $7,313.55 | -$1,404.15 | -16.11% |
| DKK David K. Kruft Sageworth Trust Co. of South Dakota | 6,518 | $1.58M | $1.57M | -$9,461.2 | -0.6% |