| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AB Anthony Bruccoleri Equitable Holdings Inc. | 10,739 | $5.98M | $6.29M | $314,111.53 | 5.25% |
Bridgewater Associates LP Bridgewater Associates LP | 3,091 | $2.11M | $1.81M | -$297,601.47 | -14.11% |
Anthony Scaramucci SkyBridge Capital II LLC | 397 | $202,196 | $205,733.34 | $3,537.34 | 1.75% |
Vectors Research Management Vectors Research Management LLC | 3,117 | $1.51M | $1.69M | $176,365.35 | 11.64% |
Red Spruce Capital Red Spruce Capital LLC | 3,998 | $1.88M | $2.17M | $286,144.96 | 15.2% |
SkyOak Wealth SkyOak Wealth LLC | 1,615 | $877,008.6 | $876,105.17 | -$903.43 | -0.1% |
Adams Wealth Management Adams Wealth Management | 5,104 | $2.97M | $2.95M | -$24,294 | -0.82% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 850 | $415,423.95 | $489,336.5 | $73,912.55 | 17.79% |
| YA Yinka Akinsola Blue Trust Inc. | 1,967 | $967,784.88 | $1.02M | $52,439.01 | 5.42% |
Jeff Ameen Spire Wealth Management | 929 | $533,566.72 | $481,844.43 | -$51,722.29 | -9.69% |
Michelle Dubey Yousif Capital Management LLC | 9,062 | $3.65M | $4.7M | $1.05M | 28.76% |
Jennifer Easley Gitterman Wealth Management LLC | 1,860 | $832,014 | $966,242.1 | $134,228.1 | 16.13% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 15,257 | $7.83M | $7.92M | $97,050.33 | 1.24% |
John Nowicki LCM Capital Management Inc. | 400 | $242,738.29 | $207,794 | -$34,944.29 | -14.4% |
Kyle P. Smith NewEdge Wealth LLC | 7,068 | $3.52M | $3.67M | $151,309.51 | 4.3% |
Carrie Delgott Wescott Financial Advisory Group LLC | 1,165 | $515,992.22 | $605,200.02 | $89,207.8 | 17.29% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 2,802 | $1.67M | $1.45M | -$210,783.53 | -12.65% |
Bethany Wagner Level Financial Advisors | 767 | $359,107.25 | $398,444.99 | $39,337.74 | 10.95% |
Joseph Castro Nuveen LLC | 768,968 | $407.66M | $398.69M | -$8.98M | -2.2% |
William Jeffrey Draper Strategic Planning Group LLC | 11,230 | $5.64M | $5.83M | $198,824.74 | 3.53% |