| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Keebeck Wealth Management Keebeck Wealth Management LLC | 4,664 | $626,372.78 | $805,099.68 | $178,726.9 | 28.53% |
Christian McGill CFC Planning Co. LLC | 1,681 | $268,809.37 | $296,511.59 | $27,702.22 | 10.31% |
Daniel Russell Naviter Wealth LLC | 13,685 | $2.04M | $2.36M | $327,013.96 | 16.07% |
| RR rosemary richard WCG Wealth Advisors LLC | 24,629 | $4.14M | $4.25M | $111,305.37 | 2.69% |
| YA Yinka Akinsola Blue Trust Inc. | 7,823 | $1.16M | $1.4M | $237,842.78 | 20.54% |
| DG Dana Glandien Siemens Fonds Invest GmbH | 58,329 | $8.94M | $10.07M | $1.13M | 12.68% |
Jeff Ameen Spire Wealth Management | 3,583 | $612,872.15 | $639,207.2 | $26,335.05 | 4.3% |
Michelle Dubey Yousif Capital Management LLC | 113,038 | $20.4M | $20.16M | -$239,821.99 | -1.18% |
| AL Acas LLC Acas LLC | 1,400 | $222,964 | $247,352 | $24,388 | 10.94% |
Cole Holmlund Alaethes Wealth LLC | 1,668 | $209,535.78 | $297,120.84 | $87,585.06 | 41.8% |
Jason Kaplan Howard Capital Management Group LLC | 9,960 | $1.37M | $1.72M | $353,602.22 | 25.89% |
| RWP Ridgecrest Wealth Partners LLC Ridgecrest Wealth Partners LLC | 1,638 | $301,090.77 | $292,939.92 | -$8,150.85 | -2.71% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 18,494 | $3.07M | $3.25M | $178,996.58 | 5.83% |
John Nowicki LCM Capital Management Inc. | 7,772 | $1.17M | $1.34M | $168,522.54 | 14.37% |
Kyle P. Smith NewEdge Wealth LLC | 303,026 | $47.64M | $53.44M | $5.8M | 12.18% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 7,599 | $1.4M | $1.31M | -$92,479.75 | -6.59% |
| EBA Eagle Bay Advisors LLC Eagle Bay Advisors LLC | 2,137 | $330,953.78 | $368,888.94 | $37,935.16 | 11.46% |
| CAL CSM Advisors LLC CSM Advisors LLC | 10,773 | $1.84M | $1.86M | $16,913.61 | 0.92% |
Carrie Delgott Wescott Financial Advisory Group LLC | 2,438 | $454,104.29 | $420,847.56 | -$33,256.73 | -7.32% |
Ben Rothwell Keystone Financial Services | 1,847 | $276,999.06 | $318,829.14 | $41,830.08 | 15.1% |