| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Drew Waldron Canvas Wealth Advisors LLC | 2,913 | $221,708.43 | $219,203.25 | -$2,505.18 | -1.13% |
Donna Rittershausen Koss-Olinger Consulting LLC | 2.21M | $158.87M | $170.86M | $11.99M | 7.55% |
Kyle P. Smith NewEdge Wealth LLC | 23,903 | $1.62M | $1.85M | $230,932.78 | 14.26% |
Alexandria Fry Dentgroup LLC | 55,409 | $2.71M | $4.17M | $1.46M | 53.75% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 12,230 | $842,886 | $937,307.2 | $94,421.2 | 11.2% |
| DKK David K. Kruft Sageworth Trust Co. of South Dakota | 60,212 | $2.99M | $4.53M | $1.54M | 51.32% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 38,452 | $2.76M | $2.89M | $130,872.74 | 4.74% |
Kevin B. Crawford JB Capital LLC | 5,860 | $446,004.6 | $440,965 | -$5,039.6 | -1.13% |
Richard Slavik Newbridge Financial Services Group Inc. | 27 | $1,417.1 | $2,102.49 | $685.39 | 48.37% |
Adam J. Peck Riverwater Partners LLC | 3,422 | $222,464.22 | $266,471.14 | $44,006.92 | 19.78% |
Sima Elimelech Activest Wealth Management | 2,278 | $142,762.39 | $171,419.5 | $28,657.11 | 20.07% |
Jodi Greenlund Financial Council LLC | 387,256 | $25.17M | $29.14M | $3.98M | 15.8% |
| KC Kasey Cook Maripau Wealth Management LLC | 9,714 | $677,662.46 | $748,366.56 | $70,704.1 | 10.43% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 20,326 | $1.09M | $1.58M | $495,141.36 | 45.63% |
Brian Landzaat Vista Finance LLC | 12,005 | $849,685.95 | $903,376.25 | $53,690.3 | 6.32% |
David Spratt Badgley Phelps Wealth Managers LLC | 42,181 | $2.16M | $3.17M | $1.02M | 47.24% |
Ryan Charles Stout Theory Financial LLC | 48,483 | $3.41M | $3.65M | $242,864.06 | 7.13% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 11,814 | $843,528.75 | $889,003.5 | $45,474.75 | 5.39% |
Jaclyn Gilbert SAXON INTERESTS Inc. | 5,630 | $287,355.2 | $437,732.5 | $150,377.3 | 52.33% |
Nabeed Zaman Eagle Strategies LLC | 7,578 | $427,944.95 | $570,244.5 | $142,299.55 | 33.25% |