| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| YA Yinka Akinsola Blue Trust Inc. | 46,798 | $1.12M | $2.35M | $1.23M | 109.01% |
Jeff Ameen Spire Wealth Management | 14,354 | $978,081.56 | $745,259.68 | -$232,821.88 | -23.8% |
| LWL Lauer Wealth LLC Lauer Wealth LLC | 5,033 | $269,014 | $258,620.7 | -$10,393.3 | -3.86% |
Kyle P. Smith NewEdge Wealth LLC | 20,854 | $888,623.38 | $1.07M | $185,461.89 | 20.87% |
John Mezzasalma Mezzasalma Advisors LLC | 39,499 | $1.06M | $2.11M | $1.05M | 99.36% |
Dipen Mehta Invst LLC | 5,813 | $367,455.5 | $291,928.86 | -$75,526.64 | -20.55% |
Shawn M. McHugh WealthTrust Asset Management LLC | 6,272 | $117,544.58 | $325,391.36 | $207,846.78 | 176.82% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 25,996 | $1.67M | $1.34M | -$335,066.78 | -20.01% |
| CPS Chow Pak Sun Gordian Capital Singapore Pte Ltd. | 12,540 | $847,140.6 | $629,758.8 | -$217,381.8 | -25.66% |
Kasey Fegan Corsicana & Co. | 500 | $26,735 | $25,110 | -$1,625 | -6.08% |
Joseph Castro Nuveen LLC | 8,070 | $431,503 | $405,275.4 | -$26,227.6 | -6.08% |
Suzanne Cross JTC Employer Solutions Trustee Ltd | 1,575 | $35,831.25 | $79,096.5 | $43,265.25 | 120.75% |
Kimberly Van Winkle Twelve Points Wealth Management LLC | 142,459 | $4.77M | $7.62M | $2.85M | 59.84% |
Richard Slavik Newbridge Financial Services Group Inc. | 540 | $36,795.6 | $27,118.8 | -$9,676.8 | -26.3% |
| BO Brian Oliveira Clear Street Group Inc. | 11,862 | $502,592.83 | $612,612.99 | $110,020.16 | 21.89% |
Kimberly Cappellano Private Wealth Asset Management LLC | 97,195 | $3.09M | $5M | $1.91M | 61.91% |
Sima Elimelech Activest Wealth Management | 11,163 | $408,013.75 | $560,605.86 | $152,592.11 | 37.4% |
Andrew J. Swenson ARS Wealth Advisors Group LLC | 89,079 | $1.9M | $4.76M | $2.86M | 150.2% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 43,836 | $2.07M | $2.2M | $132,159.06 | 6.39% |
Brian G. Wade Ardent Capital Management Inc. | 9,500 | $294,405 | $488,965 | $194,560 | 66.09% |