| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Alexandria Fry Dentgroup LLC | 103,674 | $6.32M | $7.8M | $1.49M | 23.57% |
Dipen Mehta Invst LLC | 23,812 | $1.56M | $1.87M | $308,942.41 | 19.75% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 112,574 | $7.03M | $8.64M | $1.61M | 22.84% |
Kasey Fegan Corsicana & Co. | 37,774 | $2.18M | $2.84M | $666,015.49 | 30.59% |
| YL Yosef Levy Y.D. More Investments Ltd. | 1,500 | $78,444 | $115,500 | $37,056 | 47.24% |
| TCL Therese C.D. Linden Bank of New Hampshire | 46,050 | $2.5M | $3.47M | $970,785.42 | 38.9% |
| DKK David K. Kruft Sageworth Trust Co. of South Dakota | 3,273 | $202,991.46 | $246,358.71 | $43,367.25 | 21.36% |
Joseph Castro Nuveen LLC | 37,971 | $2.93M | $2.94M | $16,343.34 | 0.56% |
| HP Hannah Perry Crestmont Private Wealth LLC | 120,687 | $6.22M | $9.39M | $3.17M | 50.91% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 24,175 | $1.56M | $1.82M | $257,708.03 | 16.5% |
S. Hardy Taylor Heritage Investment Group Inc. | 3,156 | $205,960.56 | $237,552.12 | $31,591.56 | 15.34% |
Kimberly Van Winkle Twelve Points Wealth Management LLC | 9,778 | $645,348 | $760,630.62 | $115,282.62 | 17.86% |
| MWA Motive Wealth Advisors Motive Wealth Advisors | 20,785 | $1.23M | $1.56M | $336,265.11 | 27.38% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 88,321 | $5.14M | $6.65M | $1.51M | 29.3% |
| HFR Herbert F. Reilly III HFR Wealth Management LLC | 5,160 | $322,688.88 | $401,396.4 | $78,707.52 | 24.39% |
Katie Smith Delos Wealth Advisors LLC | 2,000 | $124,040 | $157,340 | $33,300 | 26.85% |
Kevin B. Crawford JB Capital LLC | 12,084 | $760,111.33 | $909,562.68 | $149,451.35 | 19.66% |
Richard Slavik Newbridge Financial Services Group Inc. | 2,573 | $185,288.11 | $202,417.91 | $17,129.8 | 9.24% |
Jarrett Topel Topel & Distasi Wealth Management LLC | 100,941 | $5.7M | $7.85M | $2.16M | 37.86% |
Kurt Van Dyken Lifeworks Advisors LLC | 4,349 | $268,592.55 | $342,135.83 | $73,543.28 | 27.38% |