| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Keebeck Wealth Management Keebeck Wealth Management LLC | 2,718 | $415,175 | $421,534.62 | $6,359.62 | 1.53% |
Daniel Russell Naviter Wealth LLC | 38,815 | $3.81M | $5.87M | $2.06M | 54.15% |
| RR rosemary richard WCG Wealth Advisors LLC | 38,960 | $4.56M | $5.89M | $1.33M | 29.19% |
| YA Yinka Akinsola Blue Trust Inc. | 9,953 | $1.27M | $1.49M | $218,274.19 | 17.18% |
Jeff Ameen Spire Wealth Management | 35,965 | $4.96M | $5.43M | $475,277.47 | 9.59% |
Michelle Dubey Yousif Capital Management LLC | 4,811 | $497,023.6 | $719,533.16 | $222,509.56 | 44.77% |
Jennifer Easley Gitterman Wealth Management LLC | 3,607 | $370,040.82 | $545,522.68 | $175,481.86 | 47.42% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 1,549 | $236,712.97 | $231,668.44 | -$5,044.53 | -2.13% |
Melissa Tiscareno Bradley & Co. Private Wealth Management LLC | 45 | $5,770.8 | $6,805.8 | $1,035 | 17.94% |
John Nowicki LCM Capital Management Inc. | 3,272 | $300,109.68 | $494,857.28 | $194,747.6 | 64.89% |
Kyle P. Smith NewEdge Wealth LLC | 546,505 | $56.4M | $82.68M | $26.28M | 46.6% |
| CAL CSM Advisors LLC CSM Advisors LLC | 12,475 | $1.72M | $1.87M | $145,832.75 | 8.48% |
John Mezzasalma Mezzasalma Advisors LLC | 6,658 | $690,069.23 | $1.01M | $316,886.69 | 45.92% |
Ben Rothwell Keystone Financial Services | 7,059 | $646,155.49 | $1.07M | $420,353.52 | 65.05% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 7,122 | $782,330.98 | $1.08M | $293,696.39 | 37.54% |
Kasey Fegan Corsicana & Co. | 16 | $1,381.44 | $2,480.16 | $1,098.72 | 79.53% |
| TCL Therese C.D. Linden Bank of New Hampshire | 255 | $19,897.55 | $38,526.67 | $18,629.12 | 93.63% |
| HP Hannah Perry Crestmont Private Wealth LLC | 1,957 | $274,349.99 | $295,673.34 | $21,323.35 | 7.77% |
Spencer Rand Five Oceans Advisors | 7,908 | $875,586.76 | $1.19M | $319,193.42 | 36.45% |
Richard Slavik Newbridge Financial Services Group Inc. | 27 | $3,267.27 | $4,068.49 | $801.22 | 24.52% |