| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 1,043 | $377,691.16 | $433,064.02 | $55,372.86 | 14.66% |
Derek Batts Union Heritage Capital LLC | 8,400 | $2.09M | $3.49M | $1.4M | 66.88% |
| EBA Eagle Bay Advisors LLC Eagle Bay Advisors LLC | 1,173 | $335,520.78 | $451,792.68 | $116,271.9 | 34.65% |
| CAL CSM Advisors LLC CSM Advisors LLC | 984 | $265,383.36 | $408,566.63 | $143,183.27 | 53.95% |
Erica Nortman Capitol Family Office Inc. | 1,160 | $260,965.2 | $446,785.6 | $185,820.4 | 71.21% |
Carrie Delgott Wescott Financial Advisory Group LLC | 754 | $248,116.9 | $290,410.64 | $42,293.74 | 17.05% |
Shad Lamm Keystone Wealth Services LLC | 2,119 | $495,293.49 | $826,452.36 | $331,158.87 | 66.86% |
Dipen Mehta Invst LLC | 742 | $229,344.9 | $308,085.81 | $78,740.91 | 34.33% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 6,527 | $2.03M | $2.55M | $518,248.04 | 25.56% |
Kasey Fegan Corsicana & Co. | 16 | $4,515.2 | $6,162.56 | $1,647.36 | 36.48% |
| TCL Therese C.D. Linden Bank of New Hampshire | 1,335 | $325,514.35 | $514,188.6 | $188,674.25 | 57.96% |
Joseph Castro Nuveen LLC | 2.35M | $749.01M | $978.69M | $229.69M | 30.67% |
| HP Hannah Perry Crestmont Private Wealth LLC | 1,320 | $419,387.9 | $542,447.41 | $123,059.51 | 29.34% |
Spencer Rand Five Oceans Advisors | 931 | $221,539.61 | $358,583.96 | $137,044.35 | 61.86% |
S. Hardy Taylor Heritage Investment Group Inc. | 4,265 | $982,573.41 | $1.64M | $660,133.99 | 67.18% |
Kimberly Van Winkle Twelve Points Wealth Management LLC | 3,235 | $929,143.82 | $1.33M | $400,263.29 | 43.08% |
| MWA Motive Wealth Advisors Motive Wealth Advisors | 590 | $213,650.8 | $227,244.4 | $13,593.6 | 6.36% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 4,565 | $1.24M | $1.76M | $513,987.6 | 41.31% |
| HFR Herbert F. Reilly III HFR Wealth Management LLC | 37,596 | $9.21M | $15.45M | $6.24M | 67.76% |
| SK Samira Kadam Cherry Creek Investment Advisors Inc. | 772 | $219,729.19 | $297,343.52 | $77,614.33 | 35.32% |