| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kyle P. Smith NewEdge Wealth LLC | 9,790 | $4.2M | $5.13M | $928,418.3 | 22.08% |
John Ledford FWG Holdings LLC | 3,281 | $1.13M | $1.72M | $588,853.26 | 52.04% |
Shad Lamm Keystone Wealth Services LLC | 1,130 | $453,179.4 | $610,685.89 | $157,506.49 | 34.76% |
| KT Kurt Threlfall NSI Retail Advisors LLC | 30,200 | $12.78M | $15.83M | $3.06M | 23.92% |
Daniel Cesta Pinnacle Wealth Management Group Inc. | 972 | $388,244.37 | $509,639.05 | $121,394.68 | 31.27% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 3,619 | $1.63M | $1.95M | $315,583.53 | 19.33% |
Beatriz Gutierrez Junco CV Advisors LLC | 3,631 | $1.68M | $1.9M | $219,966.02 | 13.06% |
| TSR Ted S. Rich RiverTree Advisors LLC | 422 | $220,448.58 | $221,263.04 | $814.46 | 0.37% |
Suzanne Cross JTC Employer Solutions Trustee Ltd | 6,868 | $2.33M | $3.6M | $1.27M | 54.56% |
S. Hardy Taylor Heritage Investment Group Inc. | 3,480 | $1.26M | $1.82M | $560,280.03 | 44.31% |
Kevin B. Crawford JB Capital LLC | 664 | $294,803.08 | $348,148.49 | $53,345.41 | 18.1% |
Richard Slavik Newbridge Financial Services Group Inc. | 2,122 | $764,536.87 | $1.11M | $348,070.19 | 45.53% |
Kimberly Cappellano Private Wealth Asset Management LLC | 10 | $4,198.79 | $5,243.2 | $1,044.41 | 24.87% |
Sima Elimelech Activest Wealth Management | 1,125 | $524,922.03 | $589,860.01 | $64,937.98 | 12.37% |
Christina Forster Pazienza Guardian Partners Inc. | 225 | $117,538 | $117,972 | $434 | 0.37% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 772 | $324,807.01 | $404,775.05 | $79,968.04 | 24.62% |
| EW Enzi Wealth Enzi Wealth | 1,102 | $316,604.6 | $577,800.65 | $261,196.05 | 82.5% |
| WB William Bromley Innova Wealth Partners | 1,190 | $523,963.44 | $623,940.81 | $99,977.37 | 19.08% |
Brian Baylis Bell Investment Advisors Inc. | 221 | $75,613.52 | $119,256.02 | $43,642.5 | 57.72% |
Kalon Hoard Holland Advisory Services Inc. | 430 | $224,627.7 | $225,457.6 | $829.9 | 0.37% |