| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Cole Holmlund Alaethes Wealth LLC | 5,283 | $218,867.47 | $287,474.44 | $68,606.97 | 31.35% |
Donna Rittershausen Koss-Olinger Consulting LLC | 5,925 | $233,032.65 | $322,260.75 | $89,228.1 | 38.29% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 8,401 | $390,310.46 | $456,930.39 | $66,619.93 | 17.07% |
Kyle P. Smith NewEdge Wealth LLC | 1.37M | $63.89M | $74.27M | $10.39M | 16.26% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 1,835 | $79,002.99 | $99,805.65 | $20,802.66 | 26.33% |
Matt Hunter Heartland Bank & Trust Co. | 25,059 | $989,060.11 | $1.36M | $373,898.9 | 37.8% |
Kasey Fegan Corsicana & Co. | 11,330 | $600,275.5 | $616,238.7 | $15,963.2 | 2.66% |
| YL Yosef Levy Y.D. More Investments Ltd. | 1,990 | $90,692.03 | $108,236.1 | $17,544.07 | 19.34% |
| TCL Therese C.D. Linden Bank of New Hampshire | 466 | $21,650.36 | $25,345.74 | $3,695.38 | 17.07% |
Joseph Castro Nuveen LLC | 13.01M | $553.4M | $707.96M | $154.56M | 27.93% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 4,736 | $222,755.1 | $257,709.44 | $34,954.34 | 15.69% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 27,503 | $1.08M | $1.5M | $411,150.33 | 37.92% |
Katie Smith Delos Wealth Advisors LLC | 370 | $20,856.9 | $20,128 | -$728.9 | -3.49% |
Richard Slavik Newbridge Financial Services Group Inc. | 180 | $8,372.71 | $9,790.2 | $1,417.49 | 16.93% |
Kimberly Cappellano Private Wealth Asset Management LLC | 70 | $2,743.84 | $3,807.3 | $1,063.46 | 38.76% |
Sima Elimelech Activest Wealth Management | 46 | $1,922.76 | $2,501.94 | $579.18 | 30.12% |
Brian Baylis Bell Investment Advisors Inc. | 282 | $11,892.45 | $15,340.8 | $3,448.35 | 29% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 7.88M | $294.07M | $428.5M | $134.43M | 45.71% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 4 | $225.48 | $217.56 | -$7.92 | -3.51% |
Alexander Eichhorn Tanager Wealth Management LLP | 6,602 | $285,113.65 | $359,082.78 | $73,969.13 | 25.94% |