| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mack, Connie Clarity Financial LLC | 14,376 | $938,434.29 | $1.08M | $144,653.55 | 15.41% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 8,900 | $529,728.66 | $670,526 | $140,797.34 | 26.58% |
Carrie Delgott Wescott Financial Advisory Group LLC | 188,247 | $10.8M | $14.18M | $3.38M | 31.34% |
| SL Shad Lamm Keystone Wealth Services LLC | 11,904 | $622,706.64 | $898,394.88 | $275,688.24 | 44.27% |
Alexandria Fry Dentgroup LLC | 103,674 | $6.32M | $7.81M | $1.5M | 23.68% |
| DM Dipen Mehta Invst LLC | 26,325 | $1.72M | $1.99M | $265,815.09 | 15.45% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 115,064 | $7.16M | $8.68M | $1.52M | 21.22% |
Kasey Fegan Corsicana & Co. | 33,159 | $1.82M | $2.5M | $681,138.89 | 37.4% |
| YL Yosef Levy Y.D. More Investments Ltd. | 1,500 | $78,444 | $113,205 | $34,761 | 44.31% |
| TCL Therese C.D. Linden Bank of New Hampshire | 49,387 | $2.67M | $3.72M | $1.05M | 39.22% |
| DKK David K. Kruft Sageworth Trust Co. of South Dakota | 3,273 | $202,991.46 | $246,587.82 | $43,596.36 | 21.48% |
| HP Hannah Perry Crestmont Private Wealth LLC | 115,613 | $5.83M | $8.73M | $2.9M | 49.67% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 23,094 | $1.48M | $1.75M | $266,625.13 | 18.03% |
| SHT S. Hardy Taylor Heritage Investment Group Inc. | 3,156 | $205,960.56 | $238,183.32 | $32,222.76 | 15.65% |
Kimberly Van Winkle Twelve Points Wealth Management LLC | 10,655 | $703,230 | $804,132.85 | $100,902.85 | 14.35% |
| MWA Motive Wealth Advisors Motive Wealth Advisors | 20,785 | $1.23M | $1.57M | $340,422.11 | 27.72% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 88,321 | $5.14M | $6.67M | $1.53M | 29.81% |
| HFR Herbert F. Reilly III HFR Wealth Management LLC | 5,160 | $322,688.88 | $389,425.2 | $66,736.32 | 20.68% |
Katie Smith Delos Wealth Advisors LLC | 2,000 | $124,040 | $150,940 | $26,900 | 21.69% |
Kevin B. Crawford JB Capital LLC | 8,831 | $509,272.5 | $666,563.88 | $157,291.38 | 30.89% |