| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Richard Zito Flynn Zito Capital Management LLC | 5,655 | $218,579.05 | $264,710.55 | $46,131.5 | 21.11% |
Jeff Ameen Spire Wealth Management | 21,276 | $863,053 | $995,929.56 | $132,876.56 | 15.4% |
Drew Waldron Canvas Wealth Advisors LLC | 7,683 | $320,128.68 | $359,641.23 | $39,512.55 | 12.34% |
Michelle Dubey Yousif Capital Management LLC | 535,596 | $27.16M | $25.07M | -$2.09M | -7.7% |
Daren Blonski Fermata Advisors LLC | 7,505 | $344,680.85 | $351,309.05 | $6,628.2 | 1.92% |
| SMM Stephen Michael Mangold Tectonic Advisors LLC | 367,424 | $15.81M | $17.2M | $1.39M | 8.76% |
| LWL Lauer Wealth LLC Lauer Wealth LLC | 5,354 | $217,211.83 | $250,620.74 | $33,408.91 | 15.38% |
| RWP Ridgecrest Wealth Partners LLC Ridgecrest Wealth Partners LLC | 12,186 | $569,743.04 | $571,279.68 | $1,536.64 | 0.27% |
Donna Rittershausen Koss-Olinger Consulting LLC | 14,125 | $652,537.4 | $664,581.24 | $12,043.84 | 1.85% |
Jennifer Easley Gitterman Wealth Management LLC | 6,883 | $297,827.41 | $322,193.23 | $24,365.82 | 8.18% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 77,405 | $3.86M | $3.62M | -$235,335.53 | -6.1% |
Melissa Tiscareno Bradley & Co. Private Wealth Management LLC | 200 | $10,150 | $9,410 | -$740 | -7.29% |
John Nowicki LCM Capital Management Inc. | 5,514 | $301,876.3 | $258,110.34 | -$43,765.96 | -14.5% |
Kyle P. Smith NewEdge Wealth LLC | 109,901 | $4.71M | $5.17M | $460,851.22 | 9.78% |
John Ledford FWG Holdings LLC | 14,051 | $594,919.34 | $680,981.71 | $86,062.37 | 14.47% |
Mack, Connie Clarity Financial LLC | 412,296 | $16.84M | $19.3M | $2.46M | 14.63% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 1,819 | $91,313.8 | $88,157.83 | -$3,155.97 | -3.46% |
| EBA Eagle Bay Advisors LLC Eagle Bay Advisors LLC | 4,913 | $246,632.6 | $229,977.53 | -$16,655.07 | -6.75% |
| CAL CSM Advisors LLC CSM Advisors LLC | 945,654 | $40.89M | $45.83M | $4.94M | 12.07% |
Carrie Delgott Wescott Financial Advisory Group LLC | 9,517 | $415,662.29 | $445,490.77 | $29,828.48 | 7.18% |