| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Drew Waldron Canvas Wealth Advisors LLC | 1,977 | $355,195.7 | $404,553.51 | $49,357.81 | 13.9% |
Michelle Dubey Yousif Capital Management LLC | 89,803 | $8.51M | $17.95M | $9.44M | 110.93% |
Daren Blonski Fermata Advisors LLC | 3,635 | $608,909.44 | $740,667.6 | $131,758.16 | 21.64% |
Cole Holmlund Alaethes Wealth LLC | 15,984 | $1.81M | $3.2M | $1.39M | 77.12% |
Keith Dubauskas One Plus One Wealth Management LLC | 2,749 | $325,436.75 | $551,957.96 | $226,521.21 | 69.61% |
Jason Kaplan Howard Capital Management Group LLC | 29,274 | $2.63M | $5.97M | $3.34M | 127.18% |
| RWP Ridgecrest Wealth Partners LLC Ridgecrest Wealth Partners LLC | 4,961 | $520,855.83 | $992,373.63 | $471,517.8 | 90.53% |
Jennifer Easley Gitterman Wealth Management LLC | 1,240 | $225,841.2 | $251,217.8 | $25,376.6 | 11.24% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 34,609 | $4.37M | $6.94M | $2.57M | 58.85% |
John Nowicki LCM Capital Management Inc. | 2,556 | $264,435.45 | $510,944.37 | $246,508.92 | 93.22% |
Kyle P. Smith NewEdge Wealth LLC | 60,585 | $7.11M | $12.13M | $5.02M | 70.66% |
John Ledford FWG Holdings LLC | 3,898 | $705,187.18 | $789,715.31 | $84,528.13 | 11.99% |
Mack, Connie Clarity Financial LLC | 2,588 | $278,008.61 | $524,315.86 | $246,307.25 | 88.6% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 38,097 | $6.86M | $7.78M | $923,242.75 | 13.46% |
John P. Quinn Vermillion & White Wealth Management Group LLC | 3,480 | $368,227.16 | $697,409.4 | $329,182.24 | 89.4% |
Jessica Clark Caerus Investment Advisors LLC | 3,028 | $488,042 | $616,970.14 | $128,928.14 | 26.42% |
| EBA Eagle Bay Advisors LLC Eagle Bay Advisors LLC | 2,549 | $275,350.91 | $519,970.51 | $244,619.6 | 88.84% |
| CAL CSM Advisors LLC CSM Advisors LLC | 1,600 | $279,262 | $326,624 | $47,362 | 16.96% |
Carrie Delgott Wescott Financial Advisory Group LLC | 1,524 | $243,627.08 | $312,671.46 | $69,044.38 | 28.34% |
John Mezzasalma Mezzasalma Advisors LLC | 2,504 | $346,281.72 | $512,581.32 | $166,299.6 | 48.02% |