| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Carrie Delgott Wescott Financial Advisory Group LLC | 185,127 | $10.7M | $15M | $4.3M | 40.2% |
Dipen Mehta Invst LLC | 177,551 | $11.87M | $15M | $3.13M | 26.34% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 943,404 | $57.16M | $78.48M | $21.32M | 37.3% |
Kasey Fegan Corsicana & Co. | 504 | $41,499.36 | $40,839.12 | -$660.24 | -1.59% |
Joseph Castro Nuveen LLC | 9,607 | $790,995 | $799,494.54 | $8,499.54 | 1.07% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 26,636 | $1.95M | $2.16M | $203,844.63 | 10.43% |
Spencer Rand Five Oceans Advisors | 26,524 | $1.34M | $2.15M | $812,533.48 | 60.79% |
S. Hardy Taylor Heritage Investment Group Inc. | 433,167 | $25.99M | $35.1M | $9.11M | 35.07% |
| EW Enzi Wealth Enzi Wealth | 42,569 | $2.46M | $3.45M | $985,480.44 | 40% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 49,964 | $2.98M | $4.05M | $1.07M | 35.94% |
Alexander Eichhorn Tanager Wealth Management LLP | 366,497 | $20.77M | $29.7M | $8.93M | 42.97% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 52,499 | $3.71M | $4.25M | $545,828.77 | 14.72% |
Bobby Adusumilli SJS Investment Consulting Inc. | 9,825 | $589,372.95 | $796,119.74 | $206,746.79 | 35.08% |
Nancy Williamson Helen Stephens Group LLC | 55,413 | $3.56M | $4.49M | $931,856.21 | 26.19% |
Nathan C. Goodman Family Investment Center Inc. | 3,448 | $214,570.72 | $279,391.44 | $64,820.72 | 30.21% |
Olalekan F. Adeduji Washington Trust Advisors Inc. | 19,251 | $1.31M | $1.56M | $253,290.87 | 19.39% |
Nancy Kay Cross Staff Investments Inc. | 6,500 | $385,894 | $526,694.99 | $140,800.99 | 36.49% |
Joseph Allaria CarsonAllaria Wealth Management Ltd. | 125,618 | $7.31M | $10.18M | $2.87M | 39.28% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 9,826 | $756,078.24 | $830,100.48 | $74,022.24 | 9.79% |
Jonathan Davison Austin Asset Management Co. Inc. | 447,771 | $25.89M | $36.28M | $10.39M | 40.15% |