| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SMM Stephen Michael Mangold Tectonic Advisors LLC | 23,805 | $496,377.2 | $712,959.75 | $216,582.55 | 43.63% |
| RWP Ridgecrest Wealth Partners LLC Ridgecrest Wealth Partners LLC | 95,357 | $2.12M | $2.82M | $704,247.87 | 33.26% |
Kyle P. Smith NewEdge Wealth LLC | 25,638 | $661,408.83 | $760,294.89 | $98,886.06 | 14.95% |
| KT Kurt Threlfall NSI Retail Advisors LLC | 1.15M | $27.15M | $34.59M | $7.44M | 27.4% |
Dipen Mehta Invst LLC | 21,367 | $579,900.38 | $639,727.98 | $59,827.6 | 10.32% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 32,220 | $803,161.2 | $955,806.3 | $152,645.1 | 19.01% |
Kevin B. Crawford JB Capital LLC | 204,080 | $5.29M | $6.11M | $813,027 | 15.36% |
Richard Slavik Newbridge Financial Services Group Inc. | 1,400 | $34,650.32 | $41,370 | $6,719.68 | 19.39% |
Andrew J. Swenson ARS Wealth Advisors Group LLC | 13,615 | $287,857.1 | $407,905.4 | $120,048.3 | 41.7% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 13,770 | $334,847.3 | $407,592 | $72,744.7 | 21.72% |
| SS Sandra Stickney Collaborative Wealth Managment Inc. | 36,305 | $753,343.45 | $1.08M | $331,631.47 | 44.02% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 33,086 | $827,251.74 | $982,654.2 | $155,402.46 | 18.79% |
Bradley W. Clark Paladin Advisory Group LLC | 5,795 | $125,748.35 | $173,560.25 | $47,811.9 | 38.02% |
Olalekan F. Adeduji Washington Trust Advisors Inc. | 15,910 | $322,329.05 | $476,424.95 | $154,095.9 | 47.81% |
Matthew Liebman Amplius Wealth Advisors LLC | 33,370 | $674,074 | $999,765.2 | $325,691.2 | 48.32% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 30,207 | $825,591.12 | $894,429.27 | $68,838.15 | 8.34% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 55,871 | $1.09M | $1.65M | $563,173.11 | 51.77% |
Matthew B. Boersen Straight Path Wealth Management | 62,143 | $1.52M | $1.86M | $338,470.77 | 22.23% |
Lynn A. Jackson Dopkins Wealth Management LLC | 13,900 | $377,749.55 | $412,274 | $34,524.45 | 9.14% |
| HC Harry Cowley Stonegate Investment Group LLC | 9,900 | $201,960 | $296,455.5 | $94,495.5 | 46.79% |