| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Daniel Russell Naviter Wealth LLC | 40,128 | $1.51M | $1.56M | $52,706.05 | 3.5% |
| YA Yinka Akinsola Blue Trust Inc. | 16,089 | $559,347.73 | $618,139.38 | $58,791.65 | 10.51% |
Kyle P. Smith NewEdge Wealth LLC | 217,919 | $9.18M | $8.37M | -$812,691.97 | -8.85% |
Joseph Castro Nuveen LLC | 103,792 | $3.29M | $3.99M | $700,604.64 | 21.31% |
Spencer Rand Five Oceans Advisors | 7,351 | $183,008.56 | $287,277.08 | $104,268.52 | 56.97% |
Brian Baylis Bell Investment Advisors Inc. | 181 | $7,316.02 | $6,954.02 | -$362 | -4.95% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 154,167 | $5.27M | $5.92M | $655,031.84 | 12.43% |
Kea Molnar Cromwell Holdings LLC | 3,580 | $154,346.7 | $137,364.6 | -$16,982.1 | -11% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 5 | $238.8 | $184.65 | -$54.15 | -22.68% |
Dominic Corabi Wedmont Private Capital | 5,994 | $198,880.92 | $229,869.9 | $30,988.98 | 15.58% |
Candace Cavalier Congress Wealth Management LLC / DE / | 10,709 | $516,251.22 | $411,225.6 | -$105,025.62 | -20.34% |
Clint Dunn Beaird Harris Wealth Management LLC | 90 | $4,732.68 | $3,501 | -$1,231.68 | -26.03% |
Sean Reitenbach Prosperity Consulting Group LLC | 9,235 | $399,783.15 | $359,195.32 | -$40,587.83 | -10.15% |
James Langer Redmont Wealth Advisors LLC | 281 | $15,269.54 | $10,928.09 | -$4,341.45 | -28.43% |
W. Travis McKinney HB Wealth Management LLC | 11,864 | $586,282.27 | $455,814.88 | -$130,467.39 | -22.25% |
| LF Lukas Feh LGT Group Foundation | 69,066 | $2.73M | $2.69M | -$47,336.48 | -1.73% |
William Jollie Quent Capital LLC | 55 | $1,854.48 | $2,113.1 | $258.62 | 13.95% |
Dalila Toledo Ascent Group LLC | 18,023 | $736,829.35 | $702,356.31 | -$34,473.04 | -4.68% |
Mary Lecca ARGONAUTICA PRIVATE WEALTH MANAGEMENT Inc. | 18,150 | $658,292.79 | $707,124 | $48,831.21 | 7.42% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 17,108 | $633,164.79 | $656,776.12 | $23,611.33 | 3.73% |