| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jessica Clark Caerus Investment Advisors LLC | 126,041 | $3.68M | $5.6M | $1.91M | 51.86% |
Chris Williams Applied Capital LLC | 1.38M | $35.7M | $61.36M | $25.66M | 71.89% |
Ben Rothwell Keystone Financial Services | 19,970 | $690,056.04 | $886,568.15 | $196,512.11 | 28.48% |
| SL Shad Lamm Keystone Wealth Services LLC | 12,697 | $367,832.09 | $564,572.1 | $196,740.01 | 53.49% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 17.85M | $621.68M | $793.53M | $171.86M | 27.64% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 950,162 | $35.2M | $42.25M | $7.06M | 20.05% |
| SR Spencer Rand Five Oceans Advisors | 362,046 | $9.69M | $16.1M | $6.41M | 66.1% |
| SHT S. Hardy Taylor Heritage Investment Group Inc. | 2.27M | $58.37M | $101.14M | $42.78M | 73.29% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 122,184 | $4.88M | $5.43M | $549,286.67 | 11.25% |
| SK Samira Kadam Cherry Creek Investment Advisors Inc. | 18,157 | $423,058.1 | $807,351 | $384,292.9 | 90.84% |
Katie Smith Delos Wealth Advisors LLC | 12,793 | $497,135.98 | $568,840.74 | $71,704.76 | 14.42% |
Kevin B. Crawford JB Capital LLC | 28,521 | $768,252.28 | $1.27M | $499,509.02 | 65.02% |
Kurt Van Dyken Lifeworks Advisors LLC | 37,795 | $978,827.91 | $1.68M | $701,163.62 | 71.63% |
Jodi Greenlund Financial Council LLC | 166,234 | $4.7M | $7.39M | $2.69M | 57.25% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 19,221 | $632,264.9 | $854,375.37 | $222,110.47 | 35.13% |
Brian Baylis Bell Investment Advisors Inc. | 13,196 | $350,617.72 | $587,419.94 | $236,802.22 | 67.54% |
| MD Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 1,616 | $41,175.68 | $71,411.04 | $30,235.36 | 73.43% |
Larry Herold Herold Advisors Inc. | 5,853 | $227,447.58 | $260,166.44 | $32,718.86 | 14.39% |
| JM Janet Messer FRG Family Wealth Advisors LLC | 9,161 | $225,168 | $407,207.37 | $182,039.37 | 80.85% |
Brian Landzaat Vista Finance LLC | 11,992 | $347,370.71 | $534,843.2 | $187,472.49 | 53.97% |