| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jennifer Easley Gitterman Wealth Management LLC | 2,365 | $269,724.39 | $436,082.35 | $166,357.96 | 61.68% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 11,091 | $1.53M | $1.99M | $462,416.32 | 30.2% |
Kyle P. Smith NewEdge Wealth LLC | 181,267 | $37.01M | $32.79M | -$4.22M | -11.39% |
Mack, Connie Clarity Financial LLC | 1,021 | $213,459 | $188,262.19 | -$25,196.81 | -11.8% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 958 | $114,956.07 | $175,443.33 | $60,487.26 | 52.62% |
Derek Batts Union Heritage Capital LLC | 32,814 | $2.63M | $5.9M | $3.26M | 123.98% |
Matthew Carney Nfj Investment Group LLC | 199,329 | $24.78M | $36.57M | $11.79M | 47.57% |
Matt Hunter Heartland Bank & Trust Co. | 8,793 | $1.54M | $1.61M | $67,436.64 | 4.37% |
Shad Lamm Keystone Wealth Services LLC | 1,063 | $222,209.51 | $193,412.85 | -$28,796.66 | -12.96% |
Dipen Mehta Invst LLC | 988 | $206,531.51 | $179,524.54 | -$27,006.97 | -13.08% |
Daniel Cesta Pinnacle Wealth Management Group Inc. | 28,548 | $2.61M | $5.2M | $2.59M | 99.05% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 12,523 | $2.19M | $2.26M | $75,385 | 3.44% |
Kasey Fegan Corsicana & Co. | 500 | $45,845 | $91,172.5 | $45,327.5 | 98.87% |
| YL Yosef Levy Y.D. More Investments Ltd. | 982 | $123,727.37 | $177,123.34 | $53,395.97 | 43.16% |
| TCL Therese C.D. Linden Bank of New Hampshire | 4,881 | $450,703.68 | $880,532.4 | $429,828.72 | 95.37% |
Joseph Castro Nuveen LLC | 5.91M | $733.12M | $1.07B | $338.77M | 46.21% |
| MPM Mark P. Mennitt CenterBook Partners LP | 8,123 | $1.59M | $1.47M | -$124,124.57 | -7.8% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 2,513 | $393,439.09 | $456,624.66 | $63,185.57 | 16.06% |
William Jeffrey Draper Strategic Planning Group LLC | 72,568 | $10.82M | $13.06M | $2.24M | 20.68% |
Suzanne Cross JTC Employer Solutions Trustee Ltd | 1,500 | $118,515 | $273,517.5 | $155,002.5 | 130.79% |