| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kyle P. Smith NewEdge Wealth LLC | 20,907 | $6.28M | $11.55M | $5.27M | 83.93% |
John Ledford FWG Holdings LLC | 2,743 | $514,709.55 | $1.57M | $1.05M | 204.2% |
Mack, Connie Clarity Financial LLC | 1,214 | $168,013.79 | $692,975.48 | $524,961.69 | 312.45% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 979 | $200,864.04 | $592,813.9 | $391,949.86 | 195.13% |
Matthew Carney Nfj Investment Group LLC | 36,003 | $3.7M | $21.8M | $18.1M | 489.13% |
Jessica Clark Caerus Investment Advisors LLC | 2,205 | $366,854.36 | $1.26M | $891,803.76 | 243.09% |
| EBA Eagle Bay Advisors LLC Eagle Bay Advisors LLC | 1,356 | $262,734.48 | $774,031.93 | $511,297.45 | 194.61% |
| CAL CSM Advisors LLC CSM Advisors LLC | 57,607 | $11.5M | $32.88M | $21.38M | 185.83% |
| GAG Goodman Advisory Group LLC Goodman Advisory Group LLC | 489 | $99,477.27 | $268,622.37 | $169,145.1 | 170.03% |
Carrie Delgott Wescott Financial Advisory Group LLC | 677 | $393,276.05 | $409,943.83 | $16,667.78 | 4.24% |
John Mezzasalma Mezzasalma Advisors LLC | 13,902 | $8.13M | $8.42M | $285,966.75 | 3.52% |
Matt Hunter Heartland Bank & Trust Co. | 8,732 | $929,563.66 | $5.29M | $4.36M | 468.81% |
Shad Lamm Keystone Wealth Services LLC | 10,911 | $1.89M | $6.23M | $4.34M | 229.63% |
Dipen Mehta Invst LLC | 1,276 | $138,043.85 | $728,366.33 | $590,322.48 | 427.63% |
Matthew Fong Seldon Capita LLP | 841 | $488,545.28 | $465,409.4 | -$23,135.88 | -4.74% |
Shawn M. McHugh WealthTrust Asset Management LLC | 655 | $380,496.03 | $370,651.4 | -$9,844.63 | -2.59% |
Daniel Cesta Pinnacle Wealth Management Group Inc. | 1,000 | $214,160 | $570,739.99 | $356,579.99 | 166.5% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 23,285 | $3.53M | $12.83M | $9.29M | 263.05% |
| CPS Chow Pak Sun Gordian Capital Singapore Pte Ltd. | 1 | $214.16 | $570.82 | $356.66 | 166.54% |
Jerry Jiang Maytree Asset Management Ltd. | 11,527 | $6.7M | $6.3M | -$392,032.92 | -5.85% |