| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jennifer Easley Gitterman Wealth Management LLC | 1,455 | $357,476.67 | $803,523.75 | $446,047.08 | 124.78% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 976 | $616,516.08 | $538,869.12 | -$77,646.96 | -12.59% |
Kyle P. Smith NewEdge Wealth LLC | 122,260 | $16.15M | $67.53M | $51.37M | 318.05% |
Mack, Connie Clarity Financial LLC | 1,928 | $431,221.88 | $1.06M | $633,516.12 | 146.91% |
| EBA Eagle Bay Advisors LLC Eagle Bay Advisors LLC | 450 | $295,150.5 | $242,905.49 | -$52,245.01 | -17.7% |
| GAG Goodman Advisory Group LLC Goodman Advisory Group LLC | 330 | $98,958.48 | $182,719.35 | $83,760.87 | 84.64% |
Carrie Delgott Wescott Financial Advisory Group LLC | 323 | $211,852.47 | $177,042.76 | -$34,809.71 | -16.43% |
John Mezzasalma Mezzasalma Advisors LLC | 19,363 | $8.14M | $10.64M | $2.5M | 30.72% |
Dipen Mehta Invst LLC | 1,615 | $619,191 | $887,135.65 | $267,944.65 | 43.27% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 4,007 | $1.29M | $2.21M | $920,256.52 | 71.22% |
| YL Yosef Levy Y.D. More Investments Ltd. | 37,169 | $10.57M | $20.27M | $9.71M | 91.9% |
Joseph Castro Nuveen LLC | 3,724 | $2.44M | $2.1M | -$339,194.28 | -13.89% |
Beatriz Gutierrez Junco CV Advisors LLC | 644 | $211,020.09 | $356,157.76 | $145,137.67 | 68.78% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 8,035 | $3.01M | $4.39M | $1.38M | 45.97% |
Katie Smith Delos Wealth Advisors LLC | 7,477 | $1.84M | $4.11M | $2.27M | 123.24% |
| CCM Carmel Capital Management LLC Carmel Capital Management LLC | 4,937 | $767,587.8 | $2.67M | $1.91M | 248.28% |
Kevin B. Crawford JB Capital LLC | 7,387 | $3.09M | $4.06M | $970,095.96 | 31.41% |
Richard Slavik Newbridge Financial Services Group Inc. | 48,495 | $12.2M | $27.39M | $15.19M | 124.51% |
| BO Brian Oliveira Clear Street Group Inc. | 1,968 | $1.29M | $1.1M | -$188,121.6 | -14.57% |
Kurt Van Dyken Lifeworks Advisors LLC | 359 | $235,464.51 | $197,202.29 | -$38,262.22 | -16.25% |