| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| YA Yinka Akinsola Blue Trust Inc. | 5,314 | $671,010.37 | $622,535.1 | -$48,475.27 | -7.22% |
Jeff Ameen Spire Wealth Management | 25,749 | $3.07M | $3.02M | -$55,887.35 | -1.82% |
Drew Waldron Canvas Wealth Advisors LLC | 8,356 | $587,495.99 | $978,905.4 | $391,409.41 | 66.62% |
Michelle Dubey Yousif Capital Management LLC | 12,663 | $1.08M | $1.48M | $404,419.8 | 37.48% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 7,037 | $863,128.83 | $824,384.55 | -$38,744.28 | -4.49% |
John Nowicki LCM Capital Management Inc. | 1,855 | $281,851.55 | $217,313.25 | -$64,538.3 | -22.9% |
Kyle P. Smith NewEdge Wealth LLC | 58,253 | $5.76M | $8.83M | $3.07M | 53.27% |
Jessica Clark Caerus Investment Advisors LLC | 1,988 | $229,259.1 | $306,837.86 | $77,578.76 | 33.84% |
| CAL CSM Advisors LLC CSM Advisors LLC | 43,440 | $5.49M | $6.7M | $1.22M | 22.22% |
Shad Lamm Keystone Wealth Services LLC | 7,096 | $629,726.18 | $874,936.8 | $245,210.62 | 38.94% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 4,905 | $703,075.12 | $721,476.45 | $18,401.33 | 2.62% |
| YL Yosef Levy Y.D. More Investments Ltd. | 3,117 | $341,094.99 | $384,326.1 | $43,231.11 | 12.67% |
| TCL Therese C.D. Linden Bank of New Hampshire | 14,475 | $1.97M | $1.7M | -$270,038.85 | -13.74% |
Joseph Castro Nuveen LLC | 2.68M | $293.26M | $415.72M | $122.46M | 41.76% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 3,648 | $259,860.02 | $427,363.2 | $167,503.18 | 64.46% |
| SK Samira Kadam Cherry Creek Investment Advisors Inc. | 9,667 | $963,310.84 | $1.13M | $169,178.21 | 17.56% |
Richard Slavik Newbridge Financial Services Group Inc. | 22,949 | $2.58M | $3.54M | $965,601.38 | 37.48% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 32 | $2,113.6 | $3,748.8 | $1,635.2 | 77.37% |
Kimberly Cappellano Private Wealth Asset Management LLC | 18 | $1,719 | $2,793.24 | $1,074.24 | 62.49% |
Sima Elimelech Activest Wealth Management | 50 | $5,931 | $5,857.5 | -$73.5 | -1.24% |