| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Blue Zone Wealth Advisors Blue Zone Wealth Advisors LLC | 14,761 | $5.17M | $7.19M | $2.02M | 39.01% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 4,884 | $1.52M | $2.34M | $818,549.47 | 53.74% |
| YA Yinka Akinsola Blue Trust Inc. | 816 | $390,462.06 | $394,691.04 | $4,228.98 | 1.08% |
| DG Dana Glandien Siemens Fonds Invest GmbH | 6,532 | $3.12M | $3.14M | $17,449.76 | 0.56% |
Jeff Ameen Spire Wealth Management | 27 | $13,735.02 | $13,059.63 | -$675.39 | -4.92% |
Michelle Dubey Yousif Capital Management LLC | 14,769 | $5.69M | $7.14M | $1.45M | 25.56% |
Kyle P. Smith NewEdge Wealth LLC | 5,987 | $2.6M | $2.89M | $290,658.37 | 11.2% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 2,155 | $960,956.25 | $1.04M | $80,188.9 | 8.34% |
Jessica Clark Caerus Investment Advisors LLC | 523 | $236,877.16 | $251,672.83 | $14,795.67 | 6.25% |
| CAL CSM Advisors LLC CSM Advisors LLC | 7,490 | $3.39M | $3.6M | $204,926.4 | 6.04% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 3,499 | $1.55M | $1.69M | $139,100.94 | 8.98% |
Kasey Fegan Corsicana & Co. | 7 | $3,335.36 | $3,373.3 | $37.94 | 1.14% |
| YL Yosef Levy Y.D. More Investments Ltd. | 97 | $45,709.53 | $46,529.44 | $819.91 | 1.79% |
Joseph Castro Nuveen LLC | 575,490 | $268.92M | $266.32M | -$2.6M | -0.97% |
| MJB Michael John Blaszczyk SRN Advisors LLC | 1,924 | $757,367.07 | $929,080.36 | $171,713.29 | 22.67% |
| MPM Mark P. Mennitt CenterBook Partners LP | 1,717 | $784,564.34 | $826,512.29 | $41,947.95 | 5.35% |
| HP Hannah Perry Crestmont Private Wealth LLC | 1,654 | $620,861.68 | $801,561.48 | $180,699.8 | 29.1% |
Suzanne Cross JTC Employer Solutions Trustee Ltd | 579 | $140,760.69 | $279,020.1 | $138,259.41 | 98.22% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 1,479 | $650,795.48 | $711,790.93 | $60,995.45 | 9.37% |
Richard Slavik Newbridge Financial Services Group Inc. | 1 | $454.13 | $483.69 | $29.56 | 6.51% |