| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AL Acas LLC Acas LLC | 1,643 | $445,227.7 | $511,318.01 | $66,090.31 | 14.84% |
| KB Kristina Bentzen Paradigm, Strategies in Wealth Management LLC | 827 | $347,836.21 | $257,370.66 | -$90,465.55 | -26.01% |
Cole Holmlund Alaethes Wealth LLC | 601 | $268,306.12 | $205,734.33 | -$62,571.79 | -23.32% |
| SMM Stephen Michael Mangold Tectonic Advisors LLC | 636 | $235,186.12 | $197,929.55 | -$37,256.57 | -15.84% |
| LWL Lauer Wealth LLC Lauer Wealth LLC | 19,721 | $4.14M | $6.14M | $2M | 48.29% |
Keith Dubauskas One Plus One Wealth Management LLC | 2,400 | $1.01M | $746,903.98 | -$262,536.04 | -26.01% |
Jason Kaplan Howard Capital Management Group LLC | 4,133 | $1.08M | $1.29M | $201,674.82 | 18.6% |
Rajesh Chelapurath Ceera Investments LLC | 4,061 | $1.63M | $1.3M | -$332,455.5 | -20.4% |
| RWP Ridgecrest Wealth Partners LLC Ridgecrest Wealth Partners LLC | 3,626 | $928,657.87 | $1.17M | $237,282.43 | 25.55% |
Michael Puryear Westwood Wealth Management | 19,242 | $7.29M | $6.32M | -$969,831.12 | -13.3% |
Donna Rittershausen Koss-Olinger Consulting LLC | 2,119 | $464,012.14 | $701,134.72 | $237,122.58 | 51.1% |
Jennifer Easley Gitterman Wealth Management LLC | 971 | $416,957.1 | $302,184.9 | -$114,772.2 | -27.53% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 4,573 | $1.07M | $1.42M | $349,886.65 | 32.6% |
Melissa Tiscareno Bradley & Co. Private Wealth Management LLC | 6,783 | $1.19M | $2.24M | $1.05M | 88.22% |
John Nowicki LCM Capital Management Inc. | 1,741 | $505,893.39 | $541,816.59 | $35,923.2 | 7.1% |
Kyle P. Smith NewEdge Wealth LLC | 57,986 | $19.71M | $19.19M | -$521,364.64 | -2.65% |
John Ledford FWG Holdings LLC | 3,973 | $1.19M | $1.36M | $165,294.34 | 13.84% |
Mack, Connie Clarity Financial LLC | 491 | $206,722 | $152,804.11 | -$53,917.89 | -26.08% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 1,314 | $497,717.98 | $449,808.49 | -$47,909.49 | -9.63% |
John P. Quinn Vermillion & White Wealth Management Group LLC | 611 | $170,249.54 | $205,827.57 | $35,578.03 | 20.9% |