| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AB Anthony Bruccoleri Equitable Holdings Inc. | 2,594 | $332,940.74 | $395,066.2 | $62,125.46 | 18.66% |
PAX Financial Group PAX Financial Group LLC | 3,803 | $476,333.81 | $581,706.88 | $105,373.07 | 22.12% |
| YA Yinka Akinsola Blue Trust Inc. | 65 | $9,265.75 | $9,901.45 | $635.7 | 6.86% |
Jeff Ameen Spire Wealth Management | 380 | $48,365.36 | $57,874 | $9,508.64 | 19.66% |
| SMM Stephen Michael Mangold Tectonic Advisors LLC | 21,945 | $2.69M | $3.34M | $653,719.77 | 24.33% |
Jonathan Guyton Cornerstone Wealth Advisors Inc. | 24,185 | $2.88M | $3.68M | $800,845.04 | 27.84% |
| EBA Eagle Bay Advisors LLC Eagle Bay Advisors LLC | 1,673 | $196,381.86 | $256,705.12 | $60,323.26 | 30.72% |
| CAL CSM Advisors LLC CSM Advisors LLC | 2,350 | $315,816.5 | $357,446.75 | $41,630.25 | 13.18% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 43,583 | $6.3M | $6.63M | $330,364.49 | 5.25% |
Kasey Fegan Corsicana & Co. | 105 | $14,327.25 | $15,985.72 | $1,658.47 | 11.58% |
Bethany Wagner Level Financial Advisors | 13,371 | $1.52M | $2.03M | $511,685.58 | 33.63% |
Joseph Castro Nuveen LLC | 3,479 | $536,754 | $529,956.07 | -$6,797.93 | -1.27% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 2,132 | $329,392 | $324,479.74 | -$4,912.26 | -1.49% |
Kimberly Van Winkle Twelve Points Wealth Management LLC | 64,646 | $8.94M | $9.89M | $953,192.6 | 10.67% |
Justin Ericksen Blue Barn Wealth LLC | 14,990 | $1.79M | $2.28M | $494,694.93 | 27.71% |
Kimberly Cappellano Private Wealth Asset Management LLC | 410 | $59,774 | $62,219.55 | $2,445.55 | 4.09% |
Sima Elimelech Activest Wealth Management | 46 | $6,593.18 | $7,007.18 | $414 | 6.28% |
Brian Baylis Bell Investment Advisors Inc. | 11,982 | $1.3M | $1.82M | $520,916.54 | 39.95% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 33 | $4,704.15 | $5,025.9 | $321.75 | 6.84% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 2,997 | $377,467.37 | $456,533.01 | $79,065.64 | 20.95% |