| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Melissa Tiscareno Bradley & Co. Private Wealth Management LLC | 808 | $109,920.74 | $128,775 | $18,854.26 | 17.15% |
John Nowicki LCM Capital Management Inc. | 5,214 | $747,356.38 | $819,015.13 | $71,658.75 | 9.59% |
Kyle P. Smith NewEdge Wealth LLC | 75,633 | $11.15M | $11.91M | $759,154.62 | 6.81% |
John Ledford FWG Holdings LLC | 1,398 | $205,724.36 | $221,750.76 | $16,026.4 | 7.79% |
Mack, Connie Clarity Financial LLC | 3,006 | $461,871.76 | $476,811.72 | $14,939.96 | 3.23% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 2,696 | $391,215.4 | $428,933.6 | $37,718.2 | 9.64% |
Jessica Clark Caerus Investment Advisors LLC | 1,823 | $263,314.12 | $288,963.73 | $25,649.61 | 9.74% |
| EBA Eagle Bay Advisors LLC Eagle Bay Advisors LLC | 2,017 | $298,379.06 | $322,538.47 | $24,159.41 | 8.1% |
Carrie Delgott Wescott Financial Advisory Group LLC | 23,952 | $3.43M | $3.83M | $403,555.77 | 11.78% |
John Mezzasalma Mezzasalma Advisors LLC | 1,855 | $289,619.47 | $295,640.62 | $6,021.15 | 2.08% |
Matt Hunter Heartland Bank & Trust Co. | 16,792 | $2.38M | $2.67M | $293,249.59 | 12.31% |
Shad Lamm Keystone Wealth Services LLC | 1,828 | $298,461.37 | $289,756.28 | -$8,705.09 | -2.92% |
Dipen Mehta Invst LLC | 8,691 | $1.29M | $1.38M | $84,923.95 | 6.57% |
Matthew Fong Seldon Capita LLP | 1,828 | $299,024.24 | $288,293.88 | -$10,730.36 | -3.59% |
Shawn M. McHugh WealthTrust Asset Management LLC | 1,591 | $229,808.44 | $249,993.83 | $20,185.39 | 8.78% |
Daniel Cesta Pinnacle Wealth Management Group Inc. | 3,540 | $488,576.85 | $556,063.21 | $67,486.36 | 13.81% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 49,114 | $7.88M | $7.73M | -$141,342.16 | -1.79% |
Kasey Fegan Corsicana & Co. | 10,179 | $1.38M | $1.61M | $233,324.26 | 16.9% |
| YL Yosef Levy Y.D. More Investments Ltd. | 1,856 | $285,107.1 | $293,721.28 | $8,614.18 | 3.02% |
| TCL Therese C.D. Linden Bank of New Hampshire | 15,574 | $2.15M | $2.46M | $309,899.92 | 14.38% |