| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Keebeck Wealth Management Keebeck Wealth Management LLC | 1,199 | $425,327.55 | $737,362.34 | $312,034.79 | 73.36% |
Daniel Russell Naviter Wealth LLC | 433 | $222,597.31 | $266,225.72 | $43,628.41 | 19.6% |
| YA Yinka Akinsola Blue Trust Inc. | 811 | $329,732.74 | $509,794.58 | $180,061.84 | 54.61% |
Jeff Ameen Spire Wealth Management | 13 | $7,301.45 | $8,171.8 | $870.35 | 11.92% |
Michelle Dubey Yousif Capital Management LLC | 6,276 | $1.35M | $3.95M | $2.59M | 191.82% |
Kyle P. Smith NewEdge Wealth LLC | 51,943 | $24.42M | $32.84M | $8.42M | 34.46% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 810 | $428,967.92 | $502,175.7 | $73,207.78 | 17.07% |
Jessica Clark Caerus Investment Advisors LLC | 462 | $259,482.3 | $284,143.86 | $24,661.56 | 9.5% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 3,182 | $1.69M | $2.02M | $332,354.63 | 19.68% |
Joseph Castro Nuveen LLC | 64,675 | $29.03M | $39.88M | $10.85M | 37.37% |
| MPM Mark P. Mennitt CenterBook Partners LP | 4,861 | $2.57M | $2.99M | $412,455.7 | 16.02% |
James D. King Lindenwold Advisors Inc. | 1,491 | $313,881.43 | $942,133.08 | $628,251.65 | 200.16% |
Richard Slavik Newbridge Financial Services Group Inc. | 1 | $561.65 | $628.6 | $66.95 | 11.92% |
Sima Elimelech Activest Wealth Management | 24 | $13,479.6 | $15,086.4 | $1,606.8 | 11.92% |
Brian Baylis Bell Investment Advisors Inc. | 24 | $8,241.32 | $15,086.4 | $6,845.08 | 83.06% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 1,755 | $985,695.75 | $1.1M | $117,497.25 | 11.92% |
| JB John Brim Smith Group Asset Management LLC | 109,170 | $39.26M | $67.88M | $28.62M | 72.89% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 997 | $581,662.96 | $626,838.82 | $45,175.86 | 7.77% |
Chad Kelley Alliance Wealth Advisors LLC /UT | 1,004 | $349,805.91 | $621,988.05 | $272,182.14 | 77.81% |
Brian Landzaat Vista Finance LLC | 660 | $216,462.27 | $415,338 | $198,875.73 | 91.88% |