| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Erica Nortman Capitol Family Office Inc. | 35,835 | $3.92M | $5.21M | $1.3M | 33.1% |
Carrie Delgott Wescott Financial Advisory Group LLC | 39,973 | $4.33M | $5.81M | $1.48M | 34.17% |
Shad Lamm Keystone Wealth Services LLC | 4,162 | $408,357.3 | $605,404.56 | $197,047.26 | 48.25% |
Alexandria Fry Dentgroup LLC | 2,135 | $220,784.88 | $310,557.12 | $89,772.24 | 40.66% |
Dipen Mehta Invst LLC | 15,730 | $1.86M | $2.37M | $503,721.39 | 27.04% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 249,116 | $35.37M | $36.24M | $870,534.97 | 2.46% |
Kasey Fegan Corsicana & Co. | 11,887 | $1.36M | $1.73M | $370,664.98 | 27.29% |
| TCL Therese C.D. Linden Bank of New Hampshire | 2,278 | $252,178.16 | $331,357.9 | $79,179.74 | 31.4% |
| DKK David K. Kruft Sageworth Trust Co. of South Dakota | 7,894 | $774,485.31 | $1.15M | $373,776.01 | 48.26% |
Joseph Castro Nuveen LLC | 14,670 | $2.18M | $2.17M | -$3,561.8 | -0.16% |
| HP Hannah Perry Crestmont Private Wealth LLC | 6,310 | $718,035.59 | $939,748.24 | $221,712.65 | 30.88% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 12,313 | $1.44M | $1.79M | $349,775.99 | 24.27% |
Mark Hansen Hansen & Associates Financial Group Inc. | 5,216 | $688,681.87 | $758,719.41 | $70,037.54 | 10.17% |
Hannah Tackett Penobscot Wealth Management | 3,112 | $347,223.59 | $452,671.55 | $105,447.96 | 30.37% |
S. Hardy Taylor Heritage Investment Group Inc. | 145,479 | $15.84M | $21.16M | $5.32M | 33.61% |
Kimberly Van Winkle Twelve Points Wealth Management LLC | 5,714 | $686,708.52 | $850,985.96 | $164,277.44 | 23.92% |
| MWA Motive Wealth Advisors Motive Wealth Advisors | 5,795 | $644,892.3 | $842,940.76 | $198,048.46 | 30.71% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 18,694 | $2.03M | $2.72M | $691,520.97 | 34.1% |
Kevin B. Crawford JB Capital LLC | 7,310 | $837,252.59 | $1.06M | $226,060.08 | 27% |
Richard Slavik Newbridge Financial Services Group Inc. | 957 | $122,950.3 | $143,971.08 | $21,020.78 | 17.1% |