| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kyle P. Smith NewEdge Wealth LLC | 21,977 | $2.19M | $3.12M | $925,614.22 | 42.23% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 516 | $55,520.08 | $74,409.78 | $18,889.7 | 34.02% |
Derek Batts Union Heritage Capital LLC | 61,338 | $4.06M | $8.72M | $4.66M | 114.63% |
Matthew Carney Nfj Investment Group LLC | 8,610 | $1.04M | $1.24M | $199,936.81 | 19.25% |
Ben Rothwell Keystone Financial Services | 11,274 | $1.19M | $1.62M | $424,268.97 | 35.54% |
Matt Hunter Heartland Bank & Trust Co. | 6,917 | $913,044 | $996,290.09 | $83,246.09 | 9.12% |
Shad Lamm Keystone Wealth Services LLC | 54,113 | $5.12M | $7.86M | $2.74M | 53.59% |
Dipen Mehta Invst LLC | 9,525 | $1.26M | $1.39M | $127,968.37 | 10.18% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 32,617 | $3.28M | $4.62M | $1.35M | 41.11% |
Kasey Fegan Corsicana & Co. | 214 | $16,468.98 | $31,089.92 | $14,620.94 | 88.78% |
| YL Yosef Levy Y.D. More Investments Ltd. | 29 | $2,779.64 | $4,235.59 | $1,455.95 | 52.38% |
| TCL Therese C.D. Linden Bank of New Hampshire | 3,909 | $256,764.39 | $570,948.54 | $314,184.15 | 122.36% |
Joseph Castro Nuveen LLC | 8.77M | $923.88M | $1.24B | $318.43M | 34.47% |
| HP Hannah Perry Crestmont Private Wealth LLC | 3,653 | $393,558.52 | $516,680.32 | $123,121.8 | 31.28% |
Suzanne Cross JTC Employer Solutions Trustee Ltd | 2,706 | $164,795.4 | $393,127.68 | $228,332.28 | 138.56% |
| TH Teodora Harrop Border to Coast Pensions Partnership Ltd | 527,249 | $49.5M | $74.81M | $25.31M | 51.13% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 26,815 | $2.73M | $3.92M | $1.2M | 43.81% |
| SK Samira Kadam Cherry Creek Investment Advisors Inc. | 4,213 | $417,692.01 | $606,061.11 | $188,369.1 | 45.1% |
Katie Smith Delos Wealth Advisors LLC | 1,250 | $126,390.25 | $181,637.5 | $55,247.25 | 43.71% |
Kevin B. Crawford JB Capital LLC | 2,012 | $265,303.6 | $291,498.56 | $26,194.96 | 9.87% |