| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Adams Wealth Management Adams Wealth Management | 3,806 | $280,349.71 | $3.09M | $2.81M | 1,003.18% |
Asio Capital Asio Capital LLC | 912 | $224,034 | $780,790.56 | $556,756.56 | 248.51% |
| YA Yinka Akinsola Blue Trust Inc. | 2,828 | $489,315.5 | $2.42M | $1.93M | 394.8% |
Terence Aquino Mane Global Capital Management LP | 9,459 | $9.13M | $9.2M | $76,901.67 | 0.84% |
Jeff Ameen Spire Wealth Management | 11,509 | $5.24M | $9.85M | $4.62M | 88.18% |
Drew Waldron Canvas Wealth Advisors LLC | 622 | $244,247.96 | $532,512.86 | $288,264.9 | 118.02% |
Michelle Dubey Yousif Capital Management LLC | 22,039 | $2.36M | $18.87M | $16.51M | 700.34% |
Daren Blonski Fermata Advisors LLC | 257 | $248,005 | $220,025.41 | -$27,979.59 | -11.28% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 7,948 | $877,302.15 | $6.8M | $5.93M | 675.62% |
Kyle P. Smith NewEdge Wealth LLC | 12,536 | $2.11M | $10.19M | $8.07M | 382.03% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 535,463 | $516.72M | $521.08M | $4.35M | 0.84% |
Jessica Clark Caerus Investment Advisors LLC | 345 | $332,925 | $335,729.85 | $2,804.85 | 0.84% |
| EBA Eagle Bay Advisors LLC Eagle Bay Advisors LLC | 764 | $180,349.84 | $654,083.32 | $473,733.48 | 262.67% |
| CAL CSM Advisors LLC CSM Advisors LLC | 6,825 | $6.59M | $6.64M | $55,487.25 | 0.84% |
John Mezzasalma Mezzasalma Advisors LLC | 5,925 | $5.72M | $4.81M | -$902,970.12 | -15.79% |
Matt Hunter Heartland Bank & Trust Co. | 219 | $211,335 | $192,327.99 | -$19,007.01 | -8.99% |
Shad Lamm Keystone Wealth Services LLC | 11,172 | $738,692.64 | $9.63M | $8.9M | 1,204.16% |
Dipen Mehta Invst LLC | 262 | $252,830 | $254,960.06 | $2,130.06 | 0.84% |
Shawn M. McHugh WealthTrust Asset Management LLC | 525 | $205,674 | $449,468.25 | $243,794.25 | 118.53% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 4,859 | $3.13M | $4.14M | $1.02M | 32.47% |