| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeff Ameen Spire Wealth Management | 2,544 | $287,430.61 | $415,180.8 | $127,750.19 | 44.45% |
Kyle P. Smith NewEdge Wealth LLC | 3,164 | $446,928.49 | $527,628.61 | $80,700.12 | 18.06% |
Mack, Connie Clarity Financial LLC | 1,750 | $253,663 | $285,600 | $31,937 | 12.59% |
Shad Lamm Keystone Wealth Services LLC | 1,309 | $213,956.05 | $217,634.33 | $3,678.28 | 1.72% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 1,904 | $268,768.64 | $316,140.15 | $47,371.51 | 17.63% |
Joseph Castro Nuveen LLC | 3,149 | $514,705 | $526,827.7 | $12,122.7 | 2.36% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 5,184 | $722,882.64 | $846,028.8 | $123,146.16 | 17.04% |
Richard Slavik Newbridge Financial Services Group Inc. | 186 | $27,329.47 | $31,404.24 | $4,074.77 | 14.91% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 290 | $31,808.65 | $47,328 | $15,519.35 | 48.79% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 14,097 | $1.75M | $2.3M | $552,463.28 | 31.6% |
| SS Sandra Stickney Collaborative Wealth Managment Inc. | 4,807 | $457,626.4 | $799,211.77 | $341,585.37 | 74.64% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 1,458 | $191,640.83 | $237,945.6 | $46,304.77 | 24.16% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 26,568 | $3.75M | $4.49M | $735,402.24 | 19.61% |
Kathleen Halliwell DMKC Advisory Services LLC | 12,446 | $1.64M | $2.03M | $389,062.2 | 23.69% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 11,373 | $1.53M | $1.86M | $328,972.73 | 21.54% |
| HC Harry Cowley Stonegate Investment Group LLC | 1,597 | $205,757.48 | $260,630.4 | $54,872.92 | 26.67% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 4,195 | $460,784.45 | $684,624 | $223,839.55 | 48.58% |
Candace Cavalier Congress Wealth Management LLC / DE / | 6,106 | $769,912.01 | $996,499.2 | $226,587.19 | 29.43% |
Barry Oliver Capital Performance Advisors LLP | 2,741 | $448,016.45 | $462,790.44 | $14,773.99 | 3.3% |
Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 2,561 | $354,872.12 | $432,399.24 | $77,527.12 | 21.85% |