| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jessica Clark Caerus Investment Advisors LLC | 126,041 | $3.68M | $5.67M | $1.98M | 53.79% |
Chris Williams Applied Capital LLC | 1.4M | $36.64M | $63.16M | $26.52M | 72.38% |
Ben Rothwell Keystone Financial Services | 19,745 | $682,273.29 | $894,053.6 | $211,780.31 | 31.04% |
Shad Lamm Keystone Wealth Services LLC | 12,697 | $367,832.09 | $570,857.12 | $203,025.03 | 55.2% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 17.61M | $615.41M | $793.3M | $177.88M | 28.9% |
Joseph Castro Nuveen LLC | 120,776 | $5.36M | $5.42M | $64,041.64 | 1.2% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 749,295 | $28.5M | $33.67M | $5.17M | 18.14% |
Spencer Rand Five Oceans Advisors | 375,368 | $10.28M | $16.94M | $6.66M | 64.76% |
S. Hardy Taylor Heritage Investment Group Inc. | 2.29M | $59.23M | $103.82M | $44.59M | 75.28% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 122,184 | $4.88M | $5.48M | $592,661.99 | 12.13% |
| SK Samira Kadam Cherry Creek Investment Advisors Inc. | 18,157 | $423,058.1 | $819,053.19 | $395,995.09 | 93.6% |
Katie Smith Delos Wealth Advisors LLC | 12,793 | $497,135.98 | $575,365.17 | $78,229.19 | 15.74% |
Kevin B. Crawford JB Capital LLC | 5,439 | $163,503.88 | $244,727.8 | $81,223.92 | 49.68% |
Kurt Van Dyken Lifeworks Advisors LLC | 37,795 | $978,827.91 | $1.7M | $720,246.31 | 73.58% |
Jodi Greenlund Financial Council LLC | 172,628 | $4.98M | $7.8M | $2.82M | 56.48% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 19,221 | $632,264.9 | $863,215.11 | $230,950.21 | 36.53% |
Brian Baylis Bell Investment Advisors Inc. | 13,196 | $350,617.72 | $596,327.24 | $245,709.52 | 70.08% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 966 | $24,613.68 | $43,363.74 | $18,750.06 | 76.18% |
Larry Herold Herold Advisors Inc. | 7,294 | $291,370.34 | $328,193.53 | $36,823.19 | 12.64% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 8,109 | $360,445.05 | $365,269.9 | $4,824.85 | 1.34% |