| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MC Matt Coyne DAVIDSON TRUST Co. | 3,900 | $342,849 | $352,638 | $9,789 | 2.86% |
| BJK Brian J. Kopinski Woodmont Investment Counsel LLC | 6,904 | $569,952.82 | $624,259.68 | $54,306.86 | 9.53% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 34,016 | $2.14M | $3.09M | $942,056.89 | 43.94% |
Field & Main Bank Field & Main Bank | 250 | $11,765 | $22,552.5 | $10,787.5 | 91.69% |
Winthrop Advisory Group Winthrop Advisory Group LLC | 5,087 | $447,198.17 | $439,160.71 | -$8,037.46 | -1.8% |
Colton Groome Financial Advisors LLC Colton Groome Financial Advisors LLC | 9,240 | $672,050.9 | $797,689.2 | $125,638.3 | 18.69% |
| RR rosemary richard WCG Wealth Advisors LLC | 16,607 | $1.46M | $1.51M | $46,665.67 | 3.2% |
| YA Yinka Akinsola Blue Trust Inc. | 23,170 | $1.44M | $2M | $561,325.5 | 39.01% |
Jonathan J. Marshall Spectrum Investment Advisors Inc. | 2,315 | $203,512 | $197,654.7 | -$5,857.3 | -2.88% |
Jeff Ameen Spire Wealth Management | 61,208 | $4.59M | $5.28M | $691,738.47 | 15.06% |
Drew Waldron Canvas Wealth Advisors LLC | 7,725 | $303,047.6 | $666,899.25 | $363,851.65 | 120.06% |
Kyle P. Smith NewEdge Wealth LLC | 33,323 | $2.6M | $3.03M | $420,771.36 | 16.16% |
Mack, Connie Clarity Financial LLC | 311,650 | $21.35M | $26.9M | $5.56M | 26.03% |
Carrie Delgott Wescott Financial Advisory Group LLC | 12,340 | $584,197.1 | $1.07M | $481,115.1 | 82.35% |
Shad Lamm Keystone Wealth Services LLC | 3,933 | $315,401.04 | $355,621.86 | $40,220.82 | 12.75% |
Shawn M. McHugh WealthTrust Asset Management LLC | 20,136 | $1.77M | $1.74M | -$31,814.88 | -1.8% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 88,161 | $5.66M | $7.97M | $2.32M | 40.93% |
Ryan Sanford Elevation Capital Advisory LLC | 26,668 | $2.02M | $2.3M | $282,072.45 | 13.96% |
Joseph Castro Nuveen LLC | 8,628 | $758,454 | $781,955.64 | $23,501.64 | 3.1% |
S. Hardy Taylor Heritage Investment Group Inc. | 7,313 | $454,028.95 | $631,331.29 | $177,302.34 | 39.05% |