| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeff Ameen Spire Wealth Management | 3,129 | $350,063.4 | $502,298.37 | $152,234.97 | 43.49% |
| DW Drew Waldron Canvas Wealth Advisors LLC | 5,941 | $526,889.47 | $948,777.7 | $421,888.23 | 80.07% |
| MD Michelle Dubey Yousif Capital Management LLC | 62,561 | $6.8M | $10.04M | $3.24M | 47.6% |
| EB Eric Becker Guardian Wealth Advisors LLC | 3,470 | $290,788.57 | $551,209.5 | $260,420.93 | 89.56% |
Daren Blonski Fermata Advisors LLC | 1,242 | $201,092.22 | $197,502.84 | -$3,589.38 | -1.78% |
| DR Donna Rittershausen Koss-Olinger Consulting LLC | 2,842 | $412,743.66 | $451,934.84 | $39,191.18 | 9.5% |
Melissa Tiscareno Bradley & Co. Private Wealth Management LLC | 117 | $18,849.17 | $18,605.34 | -$243.83 | -1.29% |
John Nowicki LCM Capital Management Inc. | 1,567 | $214,208.9 | $249,184.34 | $34,975.44 | 16.33% |
Kyle P. Smith NewEdge Wealth LLC | 50,726 | $6.89M | $8.07M | $1.18M | 17.05% |
Mack, Connie Clarity Financial LLC | 2,782 | $315,923.07 | $442,393.64 | $126,470.57 | 40.03% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 1,628 | $244,334 | $258,884.56 | $14,550.56 | 5.96% |
| EBA Eagle Bay Advisors LLC Eagle Bay Advisors LLC | 1,910 | $232,513.36 | $304,091.1 | $71,577.74 | 30.78% |
Carrie Delgott Wescott Financial Advisory Group LLC | 15,788 | $1.49M | $2.51M | $1.02M | 68.1% |
Matt Hunter Heartland Bank & Trust Co. | 4,637 | $680,939.26 | $737,375.74 | $56,436.48 | 8.29% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 26,618 | $3.99M | $4.24M | $247,541.49 | 6.2% |
Kasey Fegan Corsicana & Co. | 710 | $117,916.09 | $113,039.1 | -$4,876.99 | -4.14% |
| TCL Therese C.D. Linden Bank of New Hampshire | 580 | $94,074.13 | $93,380 | -$694.13 | -0.74% |
Joseph Castro Nuveen LLC | 1.89M | $278.23M | $301.64M | $23.41M | 8.41% |
| SC Suzanne Cross JTC Employer Solutions Trustee Ltd | 3,535 | $276,712.73 | $562,807.35 | $286,094.62 | 103.39% |
| HT Hannah Tackett Penobscot Wealth Management | 1,455 | $213,730.29 | $233,571.15 | $19,840.86 | 9.28% |