| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RWP Ridgecrest Wealth Partners LLC Ridgecrest Wealth Partners LLC | 4,700 | $257,497.63 | $524,285 | $266,787.37 | 103.61% |
Marc Trottier Coerente Capital Management | 9,600 | $842,784 | $1.07M | $224,736 | 26.67% |
Donna Rittershausen Koss-Olinger Consulting LLC | 2,099 | $184,271.21 | $236,473.34 | $52,202.13 | 28.33% |
Jennifer Easley Gitterman Wealth Management LLC | 4,249 | $431,074.9 | $472,488.8 | $41,413.9 | 9.61% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 103,754 | $6.57M | $11.54M | $4.96M | 75.52% |
Melissa Tiscareno Bradley & Co. Private Wealth Management LLC | 99,780 | $6.01M | $11.24M | $5.23M | 86.94% |
John Nowicki LCM Capital Management Inc. | 31,442 | $1.61M | $3.5M | $1.89M | 117.02% |
Kyle P. Smith NewEdge Wealth LLC | 140,145 | $11.29M | $15.79M | $4.5M | 39.8% |
Mack, Connie Clarity Financial LLC | 197,868 | $15.82M | $22M | $6.19M | 39.11% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 11,946 | $879,497.74 | $1.33M | $448,897.46 | 51.04% |
Derek Batts Union Heritage Capital LLC | 36,342 | $1.72M | $4.04M | $2.32M | 134.98% |
Jessica Clark Caerus Investment Advisors LLC | 10,920 | $1.16M | $1.21M | $59,104.35 | 5.12% |
| EBA Eagle Bay Advisors LLC Eagle Bay Advisors LLC | 6,158 | $293,614.68 | $684,769.6 | $391,154.92 | 133.22% |
| CAL CSM Advisors LLC CSM Advisors LLC | 89,344 | $9.81M | $9.94M | $124,414.48 | 1.27% |
Carrie Delgott Wescott Financial Advisory Group LLC | 5,952 | $608,604.03 | $661,862.4 | $53,258.37 | 8.75% |
Matt Hunter Heartland Bank & Trust Co. | 39,970 | $3.67M | $4.44M | $775,543.76 | 21.14% |
Shad Lamm Keystone Wealth Services LLC | 6,507 | $349,087.62 | $725,855.85 | $376,768.23 | 107.93% |
Dipen Mehta Invst LLC | 15,406 | $857,686.61 | $1.71M | $855,460.59 | 99.74% |
Matthew Fong Seldon Capita LLP | 2,754 | $222,385.5 | $306,244.8 | $83,859.3 | 37.71% |
Shawn M. McHugh WealthTrust Asset Management LLC | 1,843 | $229,048.04 | $204,941.6 | -$24,106.44 | -10.52% |