| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| XPN XY Planning Network Inc. XY Planning Network Inc. | 59,874 | $2.28M | $3.6M | $1.32M | 57.63% |
Suzanne Cross JTC Employer Solutions Trustee Ltd | 5,925 | $120,514.5 | $356,151.75 | $235,637.25 | 195.53% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 6,954 | $402,219.36 | $417,587.7 | $15,368.34 | 3.82% |
Janet Messer FRG Family Wealth Advisors LLC | 8,340 | $249,606.48 | $502,818.6 | $253,212.12 | 101.44% |
Ashish Sharma DGS Capital Management LLC | 4,011 | $212,021.46 | $240,138.57 | $28,117.11 | 13.26% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 744 | $39,327.84 | $44,498.64 | $5,170.8 | 13.15% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 2,124 | $80,903.16 | $127,631.16 | $46,728 | 57.76% |
| NCM NCM Capital Management LLC NCM Capital Management LLC | 11,538 | $241,474.68 | $695,683.71 | $454,209.03 | 188.1% |
Nabeed Zaman Eagle Strategies LLC | 14,736 | $611,097.98 | $881,212.8 | $270,114.82 | 44.2% |
Katherine Saltonstall Sandy Cove Advisors LLC | 5,100 | $294,984 | $307,683 | $12,699 | 4.3% |
Ana-Maria Ignat Covestor Ltd | 51 | $2,367.17 | $3,051.33 | $684.16 | 28.9% |
| CC Cheung Chan Chemistry Wealth Management LLC | 28,431 | $592,613.92 | $1.7M | $1.11M | 186.89% |
| CB Catherine Bluvol Next Level Private LLC | 39,033 | $832,512.49 | $2.36M | $1.52M | 183.07% |
D. Patrick Franklin First International Bank & Trust | 428,001 | $14.54M | $25.55M | $11.01M | 75.72% |
W. Travis McKinney HB Wealth Management LLC | 27,387 | $816,283.63 | $1.64M | $822,280.58 | 100.73% |
| MC mike Chen Byrne Asset Management LLC | 585 | $30,923.1 | $35,023.95 | $4,100.85 | 13.26% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 3,687 | $213,256.08 | $222,104.88 | $8,848.8 | 4.15% |
Stephen Dunnaway Brown Shipley& Co Ltd | 1,194 | $70,418.17 | $71,353.44 | $935.27 | 1.33% |
Dalila Toledo Ascent Group LLC | 7,680 | $405,964.8 | $459,264 | $53,299.2 | 13.13% |
Owen Schrum Schrum Private Wealth Management LLC | 8,700 | $307,397.1 | $520,173 | $212,775.9 | 69.22% |