| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Melissa Tiscareno Bradley & Co. Private Wealth Management LLC | 15 | $6,705.48 | $7,653.45 | $947.97 | 14.14% |
John Nowicki LCM Capital Management Inc. | 3,657 | $1.36M | $1.87M | $507,172.58 | 37.33% |
Kyle P. Smith NewEdge Wealth LLC | 88,412 | $41.26M | $45.11M | $3.85M | 9.33% |
John Ledford FWG Holdings LLC | 740 | $447,248.6 | $377,570.2 | -$69,678.4 | -15.58% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 987 | $506,234.38 | $503,597.01 | -$2,637.37 | -0.52% |
| DB Derek Batts Union Heritage Capital LLC | 10,404 | $3.98M | $5.31M | $1.33M | 33.27% |
Jessica Clark Caerus Investment Advisors LLC | 1,486 | $718,733.64 | $758,201.78 | $39,468.14 | 5.49% |
John Mezzasalma Mezzasalma Advisors LLC | 1,151 | $552,418.95 | $587,274.73 | $34,855.78 | 6.31% |
Matt Hunter Heartland Bank & Trust Co. | 3,962 | $2.13M | $2.02M | -$108,815.9 | -5.11% |
| SL Shad Lamm Keystone Wealth Services LLC | 898 | $493,616.72 | $458,339.2 | -$35,277.52 | -7.15% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 18,942 | $8.86M | $9.67M | $811,635.55 | 9.16% |
Kasey Fegan Corsicana & Co. | 245 | $92,937.47 | $125,076.17 | $32,138.7 | 34.58% |
| YL Yosef Levy Y.D. More Investments Ltd. | 8,695 | $5.16M | $4.44M | -$719,291.1 | -13.94% |
| TCL Therese C.D. Linden Bank of New Hampshire | 780 | $314,223.71 | $398,201.7 | $83,977.99 | 26.73% |
Joseph Castro Nuveen LLC | 594,373 | $266.09M | $304.08M | $38M | 14.28% |
| MPM Mark P. Mennitt CenterBook Partners LP | 3,016 | $1.46M | $1.54M | $80,964.49 | 5.55% |
| HP Hannah Perry Crestmont Private Wealth LLC | 805 | $391,901.2 | $410,964.57 | $19,063.37 | 4.86% |
| JDK James D. King Lindenwold Advisors Inc. | 3,378 | $1.4M | $1.72M | $325,952.12 | 23.31% |
| SR Spencer Rand Five Oceans Advisors | 596 | $215,105.08 | $304,266.94 | $89,161.86 | 41.45% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 2,445 | $1.11M | $1.25M | $145,736.95 | 13.19% |