| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jonathan J. Marshall Spectrum Investment Advisors Inc. | 32,137 | $2.79M | $3.77M | $986,496.68 | 35.4% |
Richard Zito Flynn Zito Capital Management LLC | 7,672 | $415,899.12 | $935,293.52 | $519,394.4 | 124.88% |
Jeff Ameen Spire Wealth Management | 475 | $44,075.25 | $57,907.25 | $13,832 | 31.38% |
Daren Blonski Fermata Advisors LLC | 4,484 | $458,178.29 | $546,644.44 | $88,466.15 | 19.31% |
Kyle P. Smith NewEdge Wealth LLC | 24,262 | $2.93M | $3.11M | $186,288.19 | 6.37% |
John Mezzasalma Mezzasalma Advisors LLC | 41,761 | $3.99M | $5.36M | $1.37M | 34.4% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 10,964 | $1.27M | $1.4M | $127,220.82 | 10.01% |
Kasey Fegan Corsicana & Co. | 63 | $7,737.7 | $7,680.33 | -$57.37 | -0.74% |
Ryan Sanford Elevation Capital Advisory LLC | 18,739 | $2.27M | $2.28M | $12,522.28 | 0.55% |
Bethany Wagner Level Financial Advisors | 4,539 | $496,889.19 | $553,349.49 | $56,460.3 | 11.36% |
Joseph Castro Nuveen LLC | 6,148 | $785,776 | $785,898.84 | $122.84 | 0.02% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 5,321 | $680,125 | $648,683.11 | -$31,441.89 | -4.62% |
| MWA Motive Wealth Advisors Motive Wealth Advisors | 2,368 | $288,304 | $288,682.88 | $378.88 | 0.13% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 25,935 | $2.87M | $3.16M | $294,118.76 | 10.26% |
Katie Smith Delos Wealth Advisors LLC | 53 | $6,773.93 | $6,837 | $63.07 | 0.93% |
Justin Ericksen Blue Barn Wealth LLC | 65,558 | $4.68M | $7.99M | $3.31M | 70.68% |
Richard Slavik Newbridge Financial Services Group Inc. | 691 | $72,075.78 | $89,139 | $17,063.22 | 23.67% |
Kimberly Cappellano Private Wealth Asset Management LLC | 4,048 | $429,307.72 | $517,455.84 | $88,148.12 | 20.53% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 5,909 | $622,745.21 | $764,447.33 | $141,702.12 | 22.75% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 898 | $91,005.4 | $109,475.18 | $18,469.78 | 20.3% |