| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeff Ameen Spire Wealth Management | 2,576 | $301,463 | $435,369.76 | $133,906.76 | 44.42% |
Drew Waldron Canvas Wealth Advisors LLC | 5,100 | $452,303.7 | $863,889 | $411,585.3 | 91% |
Michelle Dubey Yousif Capital Management LLC | 62,561 | $6.8M | $10.57M | $3.76M | 55.29% |
Eric Becker Guardian Wealth Advisors LLC | 5,009 | $539,968.06 | $848,474.51 | $308,506.45 | 57.13% |
Daren Blonski Fermata Advisors LLC | 1,242 | $201,092.22 | $210,432.06 | $9,339.84 | 4.64% |
Donna Rittershausen Koss-Olinger Consulting LLC | 2,846 | $413,391.3 | $482,197.78 | $68,806.48 | 16.64% |
Melissa Tiscareno Bradley & Co. Private Wealth Management LLC | 117 | $18,849.17 | $19,818.63 | $969.46 | 5.14% |
John Nowicki LCM Capital Management Inc. | 1,568 | $214,370.81 | $265,587.84 | $51,217.03 | 23.89% |
Kyle P. Smith NewEdge Wealth LLC | 49,031 | $6.66M | $8.31M | $1.65M | 24.75% |
Mack, Connie Clarity Financial LLC | 2,808 | $320,132.23 | $475,647.12 | $155,514.89 | 48.58% |
| EBA Eagle Bay Advisors LLC Eagle Bay Advisors LLC | 1,910 | $232,513.36 | $322,541.7 | $90,028.34 | 38.72% |
Carrie Delgott Wescott Financial Advisory Group LLC | 15,788 | $1.49M | $2.67M | $1.18M | 79.07% |
Matt Hunter Heartland Bank & Trust Co. | 4,578 | $672,274.52 | $775,971 | $103,696.48 | 15.42% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 23,357 | $3.54M | $3.96M | $412,844.92 | 11.65% |
Kasey Fegan Corsicana & Co. | 710 | $117,916.09 | $119,897.7 | $1,981.61 | 1.68% |
| TCL Therese C.D. Linden Bank of New Hampshire | 472 | $76,137.6 | $80,008.72 | $3,871.12 | 5.08% |
Joseph Castro Nuveen LLC | 1.72M | $252.37M | $291.26M | $38.89M | 15.41% |
Suzanne Cross JTC Employer Solutions Trustee Ltd | 3,535 | $276,712.73 | $596,955.45 | $320,242.72 | 115.73% |
Hannah Tackett Penobscot Wealth Management | 1,462 | $214,863.66 | $247,648.18 | $32,784.52 | 15.26% |
S. Hardy Taylor Heritage Investment Group Inc. | 1,676 | $230,326 | $283,897.64 | $53,571.64 | 23.26% |