| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Melissa Tiscareno Bradley & Co. Private Wealth Management LLC | 15 | $6,705.48 | $8,164.57 | $1,459.09 | 21.76% |
John Nowicki LCM Capital Management Inc. | 3,718 | $1.39M | $1.98M | $590,539.97 | 42.49% |
Kyle P. Smith NewEdge Wealth LLC | 94,347 | $44.28M | $50.22M | $5.94M | 13.41% |
John Ledford FWG Holdings LLC | 725 | $438,182.75 | $394,784.25 | -$43,398.5 | -9.9% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 945 | $485,920.24 | $513,994.95 | $28,074.71 | 5.78% |
Derek Batts Union Heritage Capital LLC | 10,404 | $3.98M | $5.52M | $1.54M | 38.64% |
Jessica Clark Caerus Investment Advisors LLC | 954 | $461,421.19 | $519,882.3 | $58,461.11 | 12.67% |
John Mezzasalma Mezzasalma Advisors LLC | 1,197 | $578,092.3 | $651,533.08 | $73,440.78 | 12.7% |
Matt Hunter Heartland Bank & Trust Co. | 3,762 | $2.04M | $2.05M | $9,978.68 | 0.49% |
Shad Lamm Keystone Wealth Services LLC | 915 | $502,277.54 | $498,629.25 | -$3,648.29 | -0.73% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 16,577 | $7.86M | $8.81M | $949,623.11 | 12.08% |
Kasey Fegan Corsicana & Co. | 245 | $92,937.47 | $133,648.72 | $40,711.25 | 43.8% |
| YL Yosef Levy Y.D. More Investments Ltd. | 14,675 | $8.2M | $8.02M | -$184,103.81 | -2.24% |
| TCL Therese C.D. Linden Bank of New Hampshire | 780 | $314,223.71 | $426,297.3 | $112,073.59 | 35.67% |
Joseph Castro Nuveen LLC | 666,011 | $302.58M | $347.81M | $45.23M | 14.95% |
| HP Hannah Perry Crestmont Private Wealth LLC | 826 | $402,599.86 | $438,581.22 | $35,981.36 | 8.94% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 427 | $217,419 | $232,800.4 | $15,381.4 | 7.07% |
James D. King Lindenwold Advisors Inc. | 3,378 | $1.4M | $1.8M | $401,332.19 | 28.7% |
Spencer Rand Five Oceans Advisors | 596 | $215,105.08 | $324,688.88 | $109,583.8 | 50.94% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 2,445 | $1.11M | $1.34M | $232,803.4 | 21.07% |