| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Keebeck Wealth Management Keebeck Wealth Management LLC | 690 | $207,794 | $348,374.11 | $140,580.11 | 67.65% |
| YA Yinka Akinsola Blue Trust Inc. | 853 | $254,145.13 | $430,671.17 | $176,526.04 | 69.46% |
Richard Zito Flynn Zito Capital Management LLC | 313 | $200,557.88 | $158,030.57 | -$42,527.31 | -21.2% |
Jeff Ameen Spire Wealth Management | 20,276 | $6.33M | $10.24M | $3.91M | 61.74% |
Drew Waldron Canvas Wealth Advisors LLC | 426 | $272,963.76 | $215,083.14 | -$57,880.62 | -21.2% |
Kyle P. Smith NewEdge Wealth LLC | 7,875 | $1.68M | $4.17M | $2.49M | 148.43% |
| GAG Goodman Advisory Group LLC Goodman Advisory Group LLC | 13 | $3,103.1 | $6,563.57 | $3,460.47 | 111.52% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 1,750 | $559,858.94 | $928,725.02 | $368,866.08 | 65.89% |
| YL Yosef Levy Y.D. More Investments Ltd. | 202,142 | $79.42M | $107.48M | $28.06M | 35.33% |
Suzanne Cross JTC Employer Solutions Trustee Ltd | 400 | $90,368 | $201,956 | $111,588 | 123.48% |
Hannah Tackett Penobscot Wealth Management | 560 | $358,825.61 | $282,738.41 | -$76,087.2 | -21.2% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 2,110 | $573,800.07 | $1.07M | $491,517.85 | 85.66% |
Kevin B. Crawford JB Capital LLC | 812 | $222,491.78 | $409,970.69 | $187,478.91 | 84.26% |
Richard Slavik Newbridge Financial Services Group Inc. | 557 | $147,583.87 | $281,223.74 | $133,639.87 | 90.55% |
Kimberly Cappellano Private Wealth Asset Management LLC | 150 | $28,226 | $75,733.5 | $47,507.5 | 168.31% |
Sima Elimelech Activest Wealth Management | 3,361 | $794,239.52 | $1.7M | $902,695.8 | 113.66% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 595 | $381,518 | $300,409.56 | -$81,108.44 | -21.26% |
Robert Tutela Essex LLC | 521 | $333,835.97 | $263,047.7 | -$70,788.27 | -21.2% |
Kalon Hoard Holland Advisory Services Inc. | 390 | $249,896.4 | $196,907.1 | -$52,989.3 | -21.2% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 60 | $18,069 | $30,293.4 | $12,224.4 | 67.65% |