| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Melissa Tiscareno Bradley & Co. Private Wealth Management LLC | 84 | $16,538.76 | $30,754.92 | $14,216.16 | 85.96% |
Kyle P. Smith NewEdge Wealth LLC | 235,093 | $62.54M | $86.07M | $23.54M | 37.64% |
John Ledford FWG Holdings LLC | 3,877 | $1M | $1.42M | $416,249.68 | 41.49% |
Mack, Connie Clarity Financial LLC | 1,331 | $466,795.96 | $487,319.03 | $20,523.07 | 4.4% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 3,970 | $942,240.44 | $1.45M | $511,295.66 | 54.26% |
Jessica Clark Caerus Investment Advisors LLC | 1,546 | $349,335.17 | $566,036.98 | $216,701.81 | 62.03% |
| EBA Eagle Bay Advisors LLC Eagle Bay Advisors LLC | 1,596 | $338,368.73 | $584,343.48 | $245,974.75 | 72.69% |
| CAL CSM Advisors LLC CSM Advisors LLC | 61,502 | $19.13M | $22.52M | $3.39M | 17.73% |
| GAG Goodman Advisory Group LLC Goodman Advisory Group LLC | 6,867 | $2.41M | $2.51M | $101,799.63 | 4.22% |
Carrie Delgott Wescott Financial Advisory Group LLC | 1,114 | $388,919.99 | $407,868.82 | $18,948.83 | 4.87% |
John Mezzasalma Mezzasalma Advisors LLC | 37,141 | $8.84M | $13.6M | $4.76M | 53.89% |
Ben Rothwell Keystone Financial Services | 3,334 | $822,010.69 | $1.23M | $410,202.37 | 49.9% |
Matt Hunter Heartland Bank & Trust Co. | 6,059 | $2.12M | $2.22M | $103,372.19 | 4.89% |
Shad Lamm Keystone Wealth Services LLC | 2,879 | $679,429.29 | $1.06M | $384,620.32 | 56.61% |
Dipen Mehta Invst LLC | 2,929 | $819,173.51 | $1.07M | $253,221.26 | 30.91% |
Matthew Fong Seldon Capita LLP | 1,496 | $324,198.16 | $547,730.48 | $223,532.32 | 68.95% |
James H. Hanna, III North Reef Capital Management LP | 360,000 | $122.28M | $131.81M | $9.53M | 7.79% |
Shawn M. McHugh WealthTrust Asset Management LLC | 585 | $200,707.65 | $214,186.05 | $13,478.4 | 6.72% |
Daniel Cesta Pinnacle Wealth Management Group Inc. | 3,914 | $928,377.51 | $1.43M | $504,655.31 | 54.36% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 42,614 | $12.93M | $15.75M | $2.82M | 21.79% |