| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeff Ameen Spire Wealth Management | 1,377 | $48,800.88 | $43,403.04 | -$5,397.84 | -11.06% |
| SMM Stephen Michael Mangold Tectonic Advisors LLC | 18,625 | $266,710 | $585,942.5 | $319,232.5 | 119.69% |
Kyle P. Smith NewEdge Wealth LLC | 234,115 | $4.01M | $7.35M | $3.34M | 83.36% |
Mack, Connie Clarity Financial LLC | 12,658 | $334,564.64 | $399,423.19 | $64,858.55 | 19.39% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 8,188 | $290,182.72 | $257,104.02 | -$33,078.7 | -11.4% |
Kasey Fegan Corsicana & Co. | 1,364 | $41,151.88 | $42,931.9 | $1,780.02 | 4.33% |
| TCL Therese C.D. Linden Bank of New Hampshire | 800 | $12,296 | $25,144 | $12,848 | 104.49% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 8,595 | $254,583.9 | $270,183.82 | $15,599.92 | 6.13% |
Christina Forster Pazienza Guardian Partners Inc. | 85,260 | $2.82M | $2.68M | -$135,342.47 | -4.81% |
David Spratt Badgley Phelps Wealth Managers LLC | 22,702 | $500,280.4 | $714,545.45 | $214,265.05 | 42.83% |
Bradley W. Clark Paladin Advisory Group LLC | 45 | $1,140.75 | $1,417.72 | $276.97 | 24.28% |
Ashish Sharma DGS Capital Management LLC | 9,083 | $321,901.52 | $285,524.1 | -$36,377.42 | -11.3% |
Armand Doucette Surience Private Wealth LLC | 29,893 | $1.05M | $941,629.5 | -$103,516.79 | -9.9% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 335,233 | $9.82M | $10.57M | $748,468.25 | 7.62% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 99,431 | $1.84M | $3.13M | $1.29M | 70.13% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 6,906 | $168,098.14 | $213,809.76 | $45,711.62 | 27.19% |
Matthew B. Boersen Straight Path Wealth Management | 21,050 | $533,617.5 | $666,127.25 | $132,509.75 | 24.83% |
Dominic Corabi Wedmont Private Capital | 44,199 | $1.34M | $1.39M | $43,204.95 | 3.22% |
Bill Ryan Manhattan West Asset Management LLC | 17,858 | $538,775.86 | $564,580.67 | $25,804.81 | 4.79% |
Jared Schneid Connective Portfolio Management LLC | 85,000 | $2.31M | $2.68M | $369,775 | 16.02% |