| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Vectors Research Management Vectors Research Management LLC | 408 | $211,728 | $203,842.76 | -$7,885.24 | -3.72% |
Schwarz Dygos Wheeler Investment Schwarz Dygos Wheeler Investment Advisors LLC | 537 | $249,436.24 | $268,607.4 | $19,171.16 | 7.69% |
Red Spruce Capital Red Spruce Capital LLC | 8,831 | $3.19M | $4.37M | $1.17M | 36.79% |
Austin Private Wealth Austin Private Wealth LLC | 993 | $465,895.74 | $495,318.33 | $29,422.59 | 6.32% |
Blue Zone Wealth Advisors Blue Zone Wealth Advisors LLC | 12,726 | $5.36M | $6.28M | $917,596.59 | 17.11% |
Asio Capital Asio Capital LLC | 8,135 | $3.51M | $4.02M | $506,547.73 | 14.43% |
PAX Financial Group PAX Financial Group LLC | 609 | $306,252.5 | $305,036.96 | -$1,215.54 | -0.4% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 1,039 | $521,723.93 | $516,430.48 | -$5,293.45 | -1.01% |
Daniel Russell Naviter Wealth LLC | 7,597 | $3.24M | $3.79M | $549,765.33 | 16.95% |
| YA Yinka Akinsola Blue Trust Inc. | 5,768 | $2.63M | $2.84M | $208,510.44 | 7.92% |
| DG Dana Glandien Siemens Fonds Invest GmbH | 19,390 | $9.04M | $9.65M | $608,669.67 | 6.74% |
Jeff Ameen Spire Wealth Management | 4,548 | $2.33M | $2.24M | -$87,710.52 | -3.76% |
Drew Waldron Canvas Wealth Advisors LLC | 527 | $262,192.72 | $262,527.68 | $334.96 | 0.13% |
Michelle Dubey Yousif Capital Management LLC | 64,716 | $23M | $31.92M | $8.92M | 38.76% |
Daren Blonski Fermata Advisors LLC | 865 | $429,829.14 | $431,470.65 | $1,641.51 | 0.38% |
Cole Holmlund Alaethes Wealth LLC | 3,563 | $1.85M | $1.76M | -$88,451.48 | -4.78% |
Jason Kaplan Howard Capital Management Group LLC | 528 | $249,662.34 | $263,796.51 | $14,134.17 | 5.66% |
Kyle P. Smith NewEdge Wealth LLC | 8,873 | $3.91M | $4.39M | $483,594.47 | 12.37% |
John Ledford FWG Holdings LLC | 1,416 | $599,702.54 | $704,389.2 | $104,686.66 | 17.46% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 30,012 | $15.54M | $14.98M | -$560,282.06 | -3.6% |