| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Keith Dubauskas One Plus One Wealth Management LLC | 5,517 | $414,056.11 | $440,256.6 | $26,200.49 | 6.33% |
Jason Kaplan Howard Capital Management Group LLC | 4,002 | $334,704.88 | $319,359.6 | -$15,345.28 | -4.58% |
| RWP Ridgecrest Wealth Partners LLC Ridgecrest Wealth Partners LLC | 3,726 | $300,027.67 | $293,869.62 | -$6,158.05 | -2.05% |
Jennifer Easley Gitterman Wealth Management LLC | 28,917 | $2.26M | $2.3M | $47,281 | 2.1% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 69,111 | $5.14M | $5.46M | $323,584.73 | 6.3% |
Melissa Tiscareno Bradley & Co. Private Wealth Management LLC | 3,894 | $316,377.73 | $310,799.61 | -$5,578.12 | -1.76% |
John Nowicki LCM Capital Management Inc. | 2,840 | $215,506.88 | $224,246.4 | $8,739.52 | 4.06% |
Kyle P. Smith NewEdge Wealth LLC | 107,595 | $8.51M | $8.5M | -$9,169.79 | -0.11% |
John Ledford FWG Holdings LLC | 15,291 | $1.1M | $1.22M | $122,849.52 | 11.22% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 3,599 | $254,007.16 | $287,344.16 | $33,337 | 13.12% |
Derek Batts Union Heritage Capital LLC | 22,500 | $2.09M | $1.78M | -$312,412.5 | -14.95% |
Matthew Carney Nfj Investment Group LLC | 491,075 | $31.29M | $39.22M | $7.93M | 25.36% |
| CAL CSM Advisors LLC CSM Advisors LLC | 308,846 | $28.4M | $24.65M | -$3.75M | -13.2% |
Matt Hunter Heartland Bank & Trust Co. | 14,132 | $1.19M | $1.13M | -$63,433.08 | -5.32% |
Shawn M. McHugh WealthTrust Asset Management LLC | 2,853 | $218,780.77 | $225,016.11 | $6,235.34 | 2.85% |
Daniel Cesta Pinnacle Wealth Management Group Inc. | 8,684 | $617,322.33 | $680,565.08 | $63,242.75 | 10.24% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 21,766 | $1.69M | $1.72M | $25,971.6 | 1.53% |
Kasey Fegan Corsicana & Co. | 21,106 | $1.57M | $1.69M | $121,402.67 | 7.75% |
| YL Yosef Levy Y.D. More Investments Ltd. | 6,770 | $590,640.27 | $539,366.58 | -$51,273.69 | -8.68% |
| TCL Therese C.D. Linden Bank of New Hampshire | 6,097 | $448,713.36 | $485,717.5 | $37,004.14 | 8.25% |