| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Asio Capital Asio Capital LLC | 40,827 | $3.83M | $3.85M | $18,812.37 | 0.49% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 12,015 | $827,727.16 | $1.1M | $275,850.59 | 33.33% |
Michael Corrigan Advocate Group LLC | 95,814 | $5.91M | $9.02M | $3.11M | 52.61% |
Daniel Russell Naviter Wealth LLC | 7,321 | $549,307.09 | $675,655.09 | $126,348 | 23% |
| RR rosemary richard WCG Wealth Advisors LLC | 188,964 | $15.96M | $17.41M | $1.45M | 9.07% |
| YA Yinka Akinsola Blue Trust Inc. | 15,516 | $1.2M | $1.5M | $301,462.19 | 25.11% |
| DG Dana Glandien Siemens Fonds Invest GmbH | 64,494 | $5.21M | $5.93M | $715,824.69 | 13.73% |
Jeff Ameen Spire Wealth Management | 12,539 | $1.13M | $1.18M | $46,420.55 | 4.09% |
Drew Waldron Canvas Wealth Advisors LLC | 5,773 | $311,422.55 | $533,482.93 | $222,060.38 | 71.31% |
Michelle Dubey Yousif Capital Management LLC | 164,935 | $13.72M | $15.53M | $1.81M | 13.23% |
| AL Acas LLC Acas LLC | 2,751 | $203,601.52 | $258,621.51 | $55,019.99 | 27.02% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 40,725 | $2.98M | $3.85M | $872,195.12 | 29.29% |
John Nowicki LCM Capital Management Inc. | 3,490 | $240,012.25 | $328,618.4 | $88,606.15 | 36.92% |
Kyle P. Smith NewEdge Wealth LLC | 81,949 | $6.07M | $7.73M | $1.65M | 27.21% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 370 | $34,772.6 | $34,363.75 | -$408.85 | -1.18% |
Matthew Carney Nfj Investment Group LLC | 926,971 | $86.89M | $86.27M | -$625,015.48 | -0.72% |
John Mezzasalma Mezzasalma Advisors LLC | 9,675 | $791,883.94 | $898,710.75 | $106,826.81 | 13.49% |
Ben Rothwell Keystone Financial Services | 22,065 | $1.69M | $2.08M | $395,075.21 | 23.43% |
Matt Hunter Heartland Bank & Trust Co. | 7,723 | $619,211.81 | $717,775.62 | $98,563.81 | 15.92% |
Shad Lamm Keystone Wealth Services LLC | 5,095 | $360,478.04 | $469,860.9 | $109,382.86 | 30.34% |