| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Drew Waldron Canvas Wealth Advisors LLC | 4,622 | $352,146.78 | $401,744.24 | $49,597.46 | 14.08% |
Michelle Dubey Yousif Capital Management LLC | 317,958 | $28.49M | $27.64M | -$849,118.13 | -2.98% |
Cole Holmlund Alaethes Wealth LLC | 28,430 | $2M | $2.45M | $451,552.83 | 22.59% |
| SMM Stephen Michael Mangold Tectonic Advisors LLC | 7,847 | $688,731.19 | $682,061.24 | -$6,669.95 | -0.97% |
Keith Dubauskas One Plus One Wealth Management LLC | 5,514 | $413,828.89 | $479,276.88 | $65,447.99 | 15.82% |
Jason Kaplan Howard Capital Management Group LLC | 3,827 | $321,450.38 | $332,642.84 | $11,192.46 | 3.48% |
| RWP Ridgecrest Wealth Partners LLC Ridgecrest Wealth Partners LLC | 3,726 | $300,027.67 | $324,907.2 | $24,879.53 | 8.29% |
Jennifer Easley Gitterman Wealth Management LLC | 28,917 | $2.26M | $2.51M | $257,218.42 | 11.4% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 78,023 | $5.77M | $6.78M | $1.01M | 17.5% |
Melissa Tiscareno Bradley & Co. Private Wealth Management LLC | 3,894 | $316,377.73 | $329,627.1 | $13,249.37 | 4.19% |
John Nowicki LCM Capital Management Inc. | 2,840 | $215,506.88 | $246,852.8 | $31,345.92 | 14.55% |
Kyle P. Smith NewEdge Wealth LLC | 107,595 | $8.51M | $9.11M | $601,431.84 | 7.07% |
John Ledford FWG Holdings LLC | 15,291 | $1.1M | $1.32M | $222,699.75 | 20.33% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 3,599 | $254,007.16 | $310,197.81 | $56,190.65 | 22.12% |
Derek Batts Union Heritage Capital LLC | 22,500 | $2.09M | $1.94M | -$150,525 | -7.2% |
Matthew Carney Nfj Investment Group LLC | 491,075 | $31.29M | $41.59M | $10.31M | 32.94% |
| CAL CSM Advisors LLC CSM Advisors LLC | 308,846 | $28.4M | $26.62M | -$1.78M | -6.28% |
Matt Hunter Heartland Bank & Trust Co. | 14,132 | $1.19M | $1.21M | $20,511 | 1.72% |
Shawn M. McHugh WealthTrust Asset Management LLC | 2,853 | $218,780.77 | $247,982.76 | $29,201.99 | 13.35% |
Daniel Cesta Pinnacle Wealth Management Group Inc. | 8,014 | $566,576.53 | $696,576.88 | $130,000.35 | 22.94% |