| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 10,136 | $633,620.4 | $1.1M | $467,554.64 | 73.79% |
Jessica Clark Caerus Investment Advisors LLC | 69,979 | $5.44M | $7.6M | $2.16M | 39.68% |
| CAL CSM Advisors LLC CSM Advisors LLC | 20,200 | $1.76M | $2.19M | $436,987 | 24.86% |
John Mezzasalma Mezzasalma Advisors LLC | 9,678 | $742,475.27 | $1.05M | $302,845.51 | 40.79% |
Shad Lamm Keystone Wealth Services LLC | 11,673 | $886,374.21 | $1.25M | $367,772.91 | 41.49% |
Alexandria Fry Dentgroup LLC | 6,115 | $428,818.76 | $645,621.7 | $216,802.94 | 50.56% |
Dipen Mehta Invst LLC | 2,398 | $232,917.74 | $260,518.72 | $27,600.98 | 11.85% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 35,721 | $3.39M | $3.84M | $445,764.32 | 13.14% |
Kasey Fegan Corsicana & Co. | 2,129 | $172,630.28 | $224,779.82 | $52,149.54 | 30.21% |
| TCL Therese C.D. Linden Bank of New Hampshire | 19,760 | $1.54M | $2.09M | $545,147.92 | 35.37% |
Joseph Castro Nuveen LLC | 236,722 | $22.2M | $25.57M | $3.37M | 15.16% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 4,075 | $381,252.17 | $430,238.5 | $48,986.33 | 12.85% |
Mark Hansen Hansen & Associates Financial Group Inc. | 14,065 | $1.3M | $1.48M | $185,615.35 | 14.29% |
William Jeffrey Draper Strategic Planning Group LLC | 1,925 | $200,043 | $203,241.5 | $3,198.5 | 1.6% |
S. Hardy Taylor Heritage Investment Group Inc. | 1,952 | $202,773.76 | $206,092.16 | $3,318.4 | 1.64% |
Kimberly Van Winkle Twelve Points Wealth Management LLC | 2,333 | $226,604.29 | $253,247.15 | $26,642.86 | 11.76% |
| MWA Motive Wealth Advisors Motive Wealth Advisors | 3,247 | $259,305.42 | $342,818.26 | $83,512.84 | 32.21% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 3,535 | $339,300.6 | $373,225.3 | $33,924.7 | 10% |
Katie Smith Delos Wealth Advisors LLC | 2,355 | $210,513.45 | $255,847.2 | $45,333.75 | 21.53% |
Richard Slavik Newbridge Financial Services Group Inc. | 517 | $53,705.96 | $56,166.88 | $2,460.92 | 4.58% |