| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Shawn M. McHugh WealthTrust Asset Management LLC | 3,595 | $248,362.17 | $339,871.3 | $91,509.13 | 36.85% |
Daniel Cesta Pinnacle Wealth Management Group Inc. | 5,104 | $326,227.54 | $482,532.16 | $156,304.62 | 47.91% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 42,293 | $3.76M | $3.94M | $173,321.21 | 4.6% |
Kasey Fegan Corsicana & Co. | 2,820 | $185,039.2 | $266,602.8 | $81,563.6 | 44.08% |
| YL Yosef Levy Y.D. More Investments Ltd. | 2,420 | $217,850.21 | $225,302 | $7,451.79 | 3.42% |
| TCL Therese C.D. Linden Bank of New Hampshire | 4,502 | $360,319.16 | $425,619.08 | $65,299.92 | 18.12% |
Joseph Castro Nuveen LLC | 3.97M | $364.63M | $362.37M | -$2.25M | -0.62% |
S. Hardy Taylor Heritage Investment Group Inc. | 2,445 | $213,213.32 | $231,150.3 | $17,936.98 | 8.41% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 23,699 | $1.74M | $2.24M | $504,535.57 | 29.06% |
Kevin B. Crawford JB Capital LLC | 4,120 | $269,914.84 | $389,504.8 | $119,589.96 | 44.31% |
Richard Slavik Newbridge Financial Services Group Inc. | 2,552 | $213,204.15 | $236,800.08 | $23,595.93 | 11.07% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 870 | $60,976.34 | $82,249.8 | $21,273.46 | 34.89% |
Kurt Van Dyken Lifeworks Advisors LLC | 92,809 | $8.28M | $8.61M | $333,291 | 4.03% |
Kimberly Cappellano Private Wealth Asset Management LLC | 7,977 | $750,677.87 | $728,619.18 | -$22,058.69 | -2.94% |
Sima Elimelech Activest Wealth Management | 137 | $12,828.2 | $12,951.98 | $123.78 | 0.96% |
Eddie Wilcox Rollins Financial Advisors LLC | 16,857 | $1.3M | $1.59M | $294,200.36 | 22.64% |
Christina Forster Pazienza Guardian Partners Inc. | 295 | $28,234 | $27,889.3 | -$344.7 | -1.22% |
| RWA Roberts Wealth Advisors LLC Roberts Wealth Advisors LLC | 8,739 | $762,992.68 | $826,185.06 | $63,192.38 | 8.28% |
Andrew J. Swenson ARS Wealth Advisors Group LLC | 110,226 | $8.12M | $10.42M | $2.3M | 28.28% |
Brian G. Wade Ardent Capital Management Inc. | 2,648 | $189,400.92 | $250,341.92 | $60,941 | 32.18% |