| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Keebeck Wealth Management Keebeck Wealth Management LLC | 4,151 | $71,564.09 | $71,564.11 | $0.02 | - |
Daniel Russell Naviter Wealth LLC | 91,070 | $1.24M | $1.57M | $326,384.68 | 26.24% |
| RR rosemary richard WCG Wealth Advisors LLC | 54,780 | $704,839.41 | $944,418.7 | $239,579.29 | 33.99% |
| YA Yinka Akinsola Blue Trust Inc. | 41,150 | $709,434.64 | $709,434.64 | - | - |
Loraine Ell Better Money Decisions LLC | 959 | $16,533.36 | $16,533.36 | - | - |
Jeff Ameen Spire Wealth Management | 28,494 | $448,837.4 | $491,242.54 | $42,405.14 | 9.45% |
Drew Waldron Canvas Wealth Advisors LLC | 4,255 | $20,793.09 | $73,357.09 | $52,564 | 252.8% |
Michelle Dubey Yousif Capital Management LLC | 6,630 | $114,302.59 | $114,302.59 | - | - |
| AL Acas LLC Acas LLC | 1,517 | $26,153.4 | $26,153.4 | - | - |
Cole Holmlund Alaethes Wealth LLC | 17,942 | $61,408.45 | $309,323.85 | $247,915.4 | 403.72% |
Jason Kaplan Howard Capital Management Group LLC | 2,455 | $42,324.71 | $42,324.72 | $0.01 | - |
James Bennett Marathon Asset Management Ltd. | 53,256 | $462,615.11 | $918,144.62 | $455,529.51 | 98.47% |
Donna Rittershausen Koss-Olinger Consulting LLC | 1,917 | $33,049.48 | $33,049.48 | - | - |
Jennifer Easley Gitterman Wealth Management LLC | 1,824 | $31,446.14 | $31,446.14 | - | - |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 20,865 | $359,716.99 | $359,716.98 | -$0.01 | - |
Melissa Tiscareno Bradley & Co. Private Wealth Management LLC | 1 | $17.24 | $17.24 | - | - |
John Nowicki LCM Capital Management Inc. | 2,175 | $37,497.46 | $37,497.46 | - | - |
Kyle P. Smith NewEdge Wealth LLC | 94,026 | $1.08M | $1.62M | $537,308.77 | 49.58% |
John Ledford FWG Holdings LLC | 3,559 | $44,263.8 | $61,357.91 | $17,094.11 | 38.62% |
Mack, Connie Clarity Financial LLC | 1,020 | $17,585 | $17,585.01 | $0.01 | - |