| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Arthur Mallet Regency Capital Management Inc.\DE | 4,242 | $379,489.32 | $410,880.12 | $31,390.8 | 8.27% |
Carrie Delgott Wescott Financial Advisory Group LLC | 509,667 | $35.64M | $49.36M | $13.72M | 38.5% |
Matt Hunter Heartland Bank & Trust Co. | 7,520 | $680,785.6 | $728,387.2 | $47,601.6 | 6.99% |
Alexandria Fry Dentgroup LLC | 15,635 | $1.16M | $1.51M | $351,196.08 | 30.19% |
| DM Dipen Mehta Invst LLC | 40,700 | $3.47M | $3.95M | $476,748.96 | 13.72% |
Matthew Fong Seldon Capita LLP | 62,425 | $4.66M | $6.05M | $1.39M | 29.75% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 65,289 | $5.18M | $6.34M | $1.16M | 22.42% |
Kasey Fegan Corsicana & Co. | 36,825 | $2.72M | $3.57M | $852,362.09 | 31.31% |
| TCL Therese C.D. Linden Bank of New Hampshire | 884 | $80,028.52 | $84,925.88 | $4,897.36 | 6.12% |
Joseph Castro Nuveen LLC | 2.03M | $158.12M | $197.55M | $39.44M | 24.94% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 10,214 | $897,661.57 | $989,634.46 | $91,972.89 | 10.25% |
Maree Sgro BG Investment Services Inc. | 78,998 | $5.72M | $7.66M | $1.95M | 34.02% |
| HT Hannah Tackett Penobscot Wealth Management | 12,525 | $1.07M | $1.22M | $148,142.86 | 13.8% |
Kimberly Van Winkle Twelve Points Wealth Management LLC | 3,956 | $267,329.65 | $384,048.48 | $116,718.83 | 43.66% |
| MWA Motive Wealth Advisors Motive Wealth Advisors | 150,015 | $9.71M | $14.56M | $4.86M | 50.02% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 139,068 | $10.96M | $13.47M | $2.52M | 22.99% |
Kevin B. Crawford JB Capital LLC | 2,327 | $197,065.35 | $226,009.87 | $28,944.52 | 14.69% |
| JT Jarrett Topel Topel & Distasi Wealth Management LLC | 172,617 | $12.23M | $16.76M | $4.53M | 37.07% |
Kurt Van Dyken Lifeworks Advisors LLC | 3,032 | $265,710.77 | $294,483 | $28,772.23 | 10.83% |
Adam J. Peck Riverwater Partners LLC | 6,237 | $491,417.67 | $605,675.07 | $114,257.4 | 23.25% |