| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RWP Ridgecrest Wealth Partners LLC Ridgecrest Wealth Partners LLC | 2,789 | $307,094.28 | $375,148.39 | $68,054.11 | 22.16% |
Marc Trottier Coerente Capital Management | 4,070 | $795,655.7 | $521,875.75 | -$273,779.95 | -34.41% |
James Bennett Marathon Asset Management Ltd. | 237,250 | $29.59M | $31.92M | $2.34M | 7.89% |
Jennifer Easley Gitterman Wealth Management LLC | 1,295 | $330,262.6 | $172,487.52 | -$157,775.08 | -47.77% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 27,679 | $5.37M | $3.7M | -$1.67M | -31.12% |
Melissa Tiscareno Bradley & Co. Private Wealth Management LLC | 75 | $15,435.8 | $9,740.62 | -$5,695.18 | -36.9% |
John Nowicki LCM Capital Management Inc. | 8,779 | $612,059.59 | $1.17M | $561,429.34 | 91.73% |
Kyle P. Smith NewEdge Wealth LLC | 209,571 | $49.76M | $28.06M | -$21.69M | -43.6% |
Derek Batts Union Heritage Capital LLC | 44,687 | $3.83M | $5.96M | $2.13M | 55.48% |
Matthew Carney Nfj Investment Group LLC | 66,804 | $9.79M | $8.68M | -$1.11M | -11.32% |
Jessica Clark Caerus Investment Advisors LLC | 2,576 | $377,512.8 | $334,558 | -$42,954.8 | -11.38% |
| EBA Eagle Bay Advisors LLC Eagle Bay Advisors LLC | 2,367 | $262,886.2 | $312,609.69 | $49,723.49 | 18.91% |
| CAL CSM Advisors LLC CSM Advisors LLC | 57,624 | $10.03M | $7.48M | -$2.55M | -25.44% |
Carrie Delgott Wescott Financial Advisory Group LLC | 1,698 | $308,586.53 | $220,094.76 | -$88,491.77 | -28.68% |
John Mezzasalma Mezzasalma Advisors LLC | 4,092 | $574,165.46 | $531,387.12 | -$42,778.34 | -7.45% |
Ben Rothwell Keystone Financial Services | 3,469 | $431,584.76 | $462,053.45 | $30,468.69 | 7.06% |
Matt Hunter Heartland Bank & Trust Co. | 3,752 | $556,753.08 | $487,347.28 | -$69,405.8 | -12.47% |
Shad Lamm Keystone Wealth Services LLC | 3,552 | $436,690.58 | $461,316 | $24,625.42 | 5.64% |
Dipen Mehta Invst LLC | 2,497 | $293,010.32 | $324,185.51 | $31,175.19 | 10.64% |
Matthew Fong Seldon Capita LLP | 2,265 | $197,530.65 | $304,778.4 | $107,247.75 | 54.29% |