| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| XPN XY Planning Network Inc. XY Planning Network Inc. | 3,224 | $371,767.69 | $391,490.32 | $19,722.63 | 5.31% |
Kevin B. Crawford JB Capital LLC | 744,687 | $83.4M | $90.43M | $7.02M | 8.42% |
Richard Slavik Newbridge Financial Services Group Inc. | 35 | $3,844.15 | $4,436.25 | $592.1 | 15.4% |
Jeffrey Dominguez Dominguez Wealth Management Solutions Inc. | 40,504 | $3.77M | $4.92M | $1.15M | 30.39% |
Kurt Van Dyken Lifeworks Advisors LLC | 8,728 | $950,772.66 | $1.11M | $155,501.34 | 16.36% |
Kimberly Cappellano Private Wealth Asset Management LLC | 17,002 | $1.77M | $2.14M | $374,100.91 | 21.16% |
Eddie Wilcox Rollins Financial Advisors LLC | 2,733 | $305,797.34 | $331,868.19 | $26,070.85 | 8.53% |
| KC Kasey Cook Maripau Wealth Management LLC | 4,197 | $468,437.79 | $528,696.09 | $60,258.3 | 12.86% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 530 | $51,330.5 | $67,225.2 | $15,894.7 | 30.97% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 280 | $32,832.1 | $34,000.4 | $1,168.3 | 3.56% |
| AB Andrew Blass Atlantic Private Wealth LLC | 639 | $70,475.31 | $80,494.83 | $10,019.52 | 14.22% |
Nancy Williamson Helen Stephens Group LLC | 3,582 | $407,918.16 | $434,962.26 | $27,044.1 | 6.63% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 71,759 | $8.01M | $8.71M | $705,810.8 | 8.81% |
Ryan Charles Stout Theory Financial LLC | 3,541 | $360,845.04 | $429,983.63 | $69,138.59 | 19.16% |
Bradley W. Clark Paladin Advisory Group LLC | 15,402 | $1.46M | $1.87M | $407,185.56 | 27.83% |
Ashish Sharma DGS Capital Management LLC | 3,904 | $404,006.17 | $474,062.72 | $70,056.55 | 17.34% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 6,860 | $758,221.2 | $869,505 | $111,283.8 | 14.68% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 4,318 | $484,187.32 | $547,306.5 | $63,119.18 | 13.04% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 48,629 | $5.19M | $5.91M | $717,199.93 | 13.82% |
Brandon Collier Collier Financial | 353 | $34,349.45 | $42,864.79 | $8,515.34 | 24.79% |