| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Donna Rittershausen Koss-Olinger Consulting LLC | 3,907 | $241,576.51 | $453,172.93 | $211,596.42 | 87.59% |
Jennifer Easley Gitterman Wealth Management LLC | 3,223 | $223,611.74 | $373,835.77 | $150,224.03 | 67.18% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 64,773 | $3.84M | $7.51M | $3.67M | 95.53% |
Melissa Tiscareno Bradley & Co. Private Wealth Management LLC | 235 | $16,474.1 | $27,257.65 | $10,783.55 | 65.46% |
John Nowicki LCM Capital Management Inc. | 14,712 | $679,450.22 | $1.71M | $1.03M | 151.15% |
Kyle P. Smith NewEdge Wealth LLC | 139,223 | $8.05M | $16.15M | $8.1M | 100.69% |
John Ledford FWG Holdings LLC | 11,272 | $598,276.05 | $1.31M | $709,163.23 | 118.53% |
Mack, Connie Clarity Financial LLC | 2,031 | $238,600 | $235,575.69 | -$3,024.31 | -1.27% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 6,380 | $387,232.99 | $740,016.2 | $352,783.21 | 91.1% |
| CAL CSM Advisors LLC CSM Advisors LLC | 680,193 | $46.74M | $78.9M | $32.16M | 68.8% |
| GAG Goodman Advisory Group LLC Goodman Advisory Group LLC | 9,029 | $698,066.95 | $1.05M | $349,206.76 | 50.02% |
Carrie Delgott Wescott Financial Advisory Group LLC | 4,071 | $250,010.18 | $472,195.29 | $222,185.11 | 88.87% |
John Mezzasalma Mezzasalma Advisors LLC | 3,206 | $222,306.52 | $371,863.94 | $149,557.42 | 67.28% |
Matt Hunter Heartland Bank & Trust Co. | 20,638 | $1.51M | $2.39M | $883,364.41 | 58.48% |
Shad Lamm Keystone Wealth Services LLC | 2,064 | $242,437.44 | $250,776 | $8,338.56 | 3.44% |
Dipen Mehta Invst LLC | 4,274 | $301,132.25 | $495,741.26 | $194,609.01 | 64.63% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 104,857 | $6.98M | $12.74M | $5.76M | 82.41% |
Kasey Fegan Corsicana & Co. | 1,500 | $81,959 | $173,985 | $92,026 | 112.28% |
| YL Yosef Levy Y.D. More Investments Ltd. | 1,010 | $70,062.26 | $122,715 | $52,652.74 | 75.15% |
| TCL Therese C.D. Linden Bank of New Hampshire | 18,950 | $1.04M | $2.2M | $1.16M | 111.38% |