| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kyle P. Smith NewEdge Wealth LLC | 7,135 | $7.47M | $7.95M | $477,956.51 | 6.4% |
Mack, Connie Clarity Financial LLC | 19,606 | $21.48M | $22.4M | $915,883.77 | 4.26% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 4,879 | $4.71M | $5.54M | $827,547.85 | 17.55% |
Carrie Delgott Wescott Financial Advisory Group LLC | 216 | $230,649.54 | $246,396.6 | $15,747.06 | 6.83% |
Matt Hunter Heartland Bank & Trust Co. | 1,846 | $1.86M | $2.1M | $242,430.21 | 13.02% |
Dipen Mehta Invst LLC | 1,185 | $1.22M | $1.34M | $127,092.33 | 10.46% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 3,381 | $3.4M | $3.76M | $360,289.43 | 10.59% |
| YL Yosef Levy Y.D. More Investments Ltd. | 97 | $103,054.37 | $108,741.85 | $5,687.48 | 5.52% |
| TCL Therese C.D. Linden Bank of New Hampshire | 344 | $325,589.12 | $385,527.67 | $59,938.55 | 18.41% |
Joseph Castro Nuveen LLC | 762,694 | $756.63M | $818.97M | $62.35M | 8.24% |
| MJB Michael John Blaszczyk SRN Advisors LLC | 681 | $698,099.66 | $759,263.92 | $61,164.26 | 8.76% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 193 | $203,785 | $218,588.9 | $14,803.9 | 7.26% |
James D. King Lindenwold Advisors Inc. | 1,841 | $1.89M | $2.06M | $173,910.06 | 9.22% |
Spencer Rand Five Oceans Advisors | 270 | $276,876.26 | $308,005.2 | $31,128.94 | 11.24% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 1,935 | $1.96M | $2.18M | $219,609.52 | 11.19% |
Katie Smith Delos Wealth Advisors LLC | 19 | $18,269.64 | $21,524.34 | $3,254.7 | 17.81% |
Kevin B. Crawford JB Capital LLC | 1,401 | $1.33M | $1.59M | $264,228.6 | 19.93% |
Richard Slavik Newbridge Financial Services Group Inc. | 95 | $99,241.05 | $102,010.05 | $2,769 | 2.79% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 6 | $6,150.66 | $6,724.32 | $573.66 | 9.33% |
Kurt Van Dyken Lifeworks Advisors LLC | 212 | $203,850.72 | $240,073.04 | $36,222.32 | 17.77% |