| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Winthrop Advisory Group Winthrop Advisory Group LLC | 700 | $208,523.01 | $188,111.01 | -$20,412 | -9.79% |
Red Spruce Capital Red Spruce Capital LLC | 25,263 | $2.07M | $6.01M | $3.94M | 190.66% |
Blue Zone Wealth Advisors Blue Zone Wealth Advisors LLC | 23,800 | $2M | $5.84M | $3.84M | 191.76% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 3,139 | $444,588.12 | $769,933.92 | $325,345.8 | 73.18% |
Daniel Russell Naviter Wealth LLC | 1,424 | $424,195.37 | $349,278.72 | -$74,916.65 | -17.66% |
| RR rosemary richard WCG Wealth Advisors LLC | 10,431 | $886,426.38 | $2.56M | $1.67M | 188.63% |
| YA Yinka Akinsola Blue Trust Inc. | 4,018 | $801,191.22 | $969,302.32 | $168,111.1 | 20.98% |
| DG Dana Glandien Siemens Fonds Invest GmbH | 33,992 | $2.26M | $8.34M | $6.08M | 268.77% |
Jeff Ameen Spire Wealth Management | 33,035 | $3.36M | $7.97M | $4.61M | 137.12% |
Michelle Dubey Yousif Capital Management LLC | 77,415 | $19.72M | $18.68M | -$1.05M | -5.31% |
Daren Blonski Fermata Advisors LLC | 847 | $223,785.86 | $227,614.32 | $3,828.46 | 1.71% |
Jason Kaplan Howard Capital Management Group LLC | 850 | $253,206.51 | $208,488 | -$44,718.51 | -17.66% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 13,892 | $2.18M | $3.28M | $1.1M | 50.69% |
John Nowicki LCM Capital Management Inc. | 1,838 | $547,521.84 | $450,824.64 | -$96,697.2 | -17.66% |
Kyle P. Smith NewEdge Wealth LLC | 14,925 | $1.18M | $3.52M | $2.34M | 197.57% |
John Ledford FWG Holdings LLC | 4,081 | $343,089.67 | $1M | $657,898.01 | 191.76% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 1,710 | $509,391.92 | $459,528.32 | -$49,863.6 | -9.79% |
Matthew Carney Nfj Investment Group LLC | 88,814 | $7.55M | $23.87M | $16.32M | 216.23% |
| EBA Eagle Bay Advisors LLC Eagle Bay Advisors LLC | 1,659 | $494,199.53 | $406,919.52 | -$87,280.01 | -17.66% |
| CAL CSM Advisors LLC CSM Advisors LLC | 30,113 | $8.97M | $7.39M | -$1.58M | -17.66% |