| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Keebeck Wealth Management Keebeck Wealth Management LLC | 2,557 | $460,832.07 | $748,280.48 | $287,448.41 | 62.38% |
Daniel Russell Naviter Wealth LLC | 8,311 | $880,927.31 | $2.43M | $1.55M | 176.22% |
| YA Yinka Akinsola Blue Trust Inc. | 3,368 | $407,550.38 | $974,025.63 | $566,475.25 | 139% |
| DG Dana Glandien Siemens Fonds Invest GmbH | 4,649 | $668,226.12 | $1.36M | $690,816.05 | 103.38% |
Jeff Ameen Spire Wealth Management | 415 | $65,301.18 | $120,018 | $54,716.82 | 83.79% |
Drew Waldron Canvas Wealth Advisors LLC | 1,304 | $237,392.03 | $380,409.4 | $143,017.37 | 60.25% |
Michelle Dubey Yousif Capital Management LLC | 47,469 | $3.56M | $13.73M | $10.17M | 285.57% |
Daren Blonski Fermata Advisors LLC | 1,525 | $276,174.63 | $444,987.37 | $168,812.74 | 61.13% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 8,563 | $1.52M | $2.48M | $968,797.63 | 63.94% |
Melissa Tiscareno Bradley & Co. Private Wealth Management LLC | 67 | $6,736.02 | $19,553.61 | $12,817.59 | 190.28% |
Kyle P. Smith NewEdge Wealth LLC | 7,376 | $1.02M | $2.13M | $1.11M | 109.31% |
Mack, Connie Clarity Financial LLC | 3,861 | $652,633 | $1.13M | $478,871.66 | 73.38% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 3,228 | $484,477.45 | $941,930.4 | $457,452.95 | 94.42% |
Matthew Carney Nfj Investment Group LLC | 189,084 | $30.57M | $55.07M | $24.51M | 80.18% |
Jessica Clark Caerus Investment Advisors LLC | 6,420 | $871,286.47 | $1.88M | $1.01M | 115.42% |
Matt Hunter Heartland Bank & Trust Co. | 1,371 | $249,335.49 | $400,119.49 | $150,784 | 60.47% |
Shad Lamm Keystone Wealth Services LLC | 16,016 | $1.41M | $4.68M | $3.27M | 232.48% |
Daniel Cesta Pinnacle Wealth Management Group Inc. | 855 | $218,290.05 | $247,266.01 | $28,975.96 | 13.27% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 30,361 | $4.32M | $8.75M | $4.43M | 102.62% |
Kasey Fegan Corsicana & Co. | 6,692 | $498,086.91 | $1.96M | $1.46M | 293.36% |