| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Rajesh Chelapurath Ceera Investments LLC | 3,660 | $221,639.15 | $292,653.6 | $71,014.45 | 32.04% |
Donna Rittershausen Koss-Olinger Consulting LLC | 3,682 | $227,429.56 | $294,596.83 | $67,167.27 | 29.53% |
Kyle P. Smith NewEdge Wealth LLC | 274,625 | $15.62M | $21.97M | $6.36M | 40.71% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 4,672 | $250,811.84 | $362,593.92 | $111,782.08 | 44.57% |
Carrie Delgott Wescott Financial Advisory Group LLC | 600,674 | $31.02M | $46.62M | $15.6M | 50.27% |
Ben Rothwell Keystone Financial Services | 188,291 | $11.61M | $15.06M | $3.44M | 29.65% |
Shad Lamm Keystone Wealth Services LLC | 32,217 | $2.15M | $2.58M | $421,275.95 | 19.55% |
Alexandria Fry Dentgroup LLC | 3,575 | $240,311.5 | $277,455.75 | $37,144.25 | 15.46% |
Dipen Mehta Invst LLC | 215,308 | $12.97M | $16.71M | $3.74M | 28.8% |
Matthew Fong Seldon Capita LLP | 26,019 | $1.56M | $2.02M | $461,837.25 | 29.65% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 836,045 | $44.63M | $66.85M | $22.22M | 49.8% |
Kasey Fegan Corsicana & Co. | 30,193 | $2.01M | $2.34M | $328,792.31 | 16.32% |
| TCL Therese C.D. Linden Bank of New Hampshire | 260 | $11,174.8 | $20,178.6 | $9,003.8 | 80.57% |
Joseph Castro Nuveen LLC | 2.19M | $119.46M | $170.1M | $50.64M | 42.39% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 13,665 | $955,038.22 | $1.06M | $105,502.43 | 11.05% |
Maree Sgro BG Investment Services Inc. | 11,658 | $615,442.16 | $932,173.68 | $316,731.52 | 51.46% |
Hannah Tackett Penobscot Wealth Management | 6,266 | $427,879.12 | $486,304.26 | $58,425.14 | 13.65% |
Spencer Rand Five Oceans Advisors | 14,520 | $887,205.44 | $1.13M | $239,691.76 | 27.02% |
Kimberly Van Winkle Twelve Points Wealth Management LLC | 7,420 | $474,432.15 | $593,525.8 | $119,093.65 | 25.1% |
| MWA Motive Wealth Advisors Motive Wealth Advisors | 49,760 | $2.41M | $3.86M | $1.45M | 60.32% |