| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Melissa Tiscareno Bradley & Co. Private Wealth Management LLC | 54,780 | $5.81M | $9.29M | $3.48M | 59.86% |
Kyle P. Smith NewEdge Wealth LLC | 32,540 | $4.21M | $5.52M | $1.3M | 30.97% |
Carrie Delgott Wescott Financial Advisory Group LLC | 8,923 | $880,715.74 | $1.46M | $579,176.29 | 65.76% |
Matt Hunter Heartland Bank & Trust Co. | 2,247 | $320,040.21 | $381,023.79 | $60,983.58 | 19.05% |
Shad Lamm Keystone Wealth Services LLC | 7,432 | $780,003.36 | $1.22M | $435,946.16 | 55.89% |
Dipen Mehta Invst LLC | 10,972 | $1.75M | $1.87M | $115,926.74 | 6.61% |
Matthew Fong Seldon Capita LLP | 2,876 | $307,674.48 | $490,185.44 | $182,510.96 | 59.32% |
Daniel Cesta Pinnacle Wealth Management Group Inc. | 10,280 | $1.36M | $1.68M | $320,193.33 | 23.51% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 5.86M | $715.19M | $986.6M | $271.41M | 37.95% |
Kasey Fegan Corsicana & Co. | 1,224 | $125,380.25 | $200,258.64 | $74,878.39 | 59.72% |
Bethany Wagner Level Financial Advisors | 3,318 | $367,771.55 | $542,857.98 | $175,086.43 | 47.61% |
Joseph Castro Nuveen LLC | 19,663 | $3.23M | $3.33M | $102,320.61 | 3.17% |
Beatriz Gutierrez Junco CV Advisors LLC | 2,294 | $341,125.88 | $375,321.34 | $34,195.46 | 10.02% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 14,636 | $2.1M | $2.39M | $296,236.52 | 14.12% |
Hannah Tackett Penobscot Wealth Management | 9,638 | $1.4M | $1.58M | $173,001.2 | 12.32% |
Spencer Rand Five Oceans Advisors | 2,514 | $239,290.73 | $411,315.54 | $172,024.81 | 71.89% |
S. Hardy Taylor Heritage Investment Group Inc. | 1,700 | $179,295.2 | $278,137 | $98,841.8 | 55.13% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 16,151 | $2.2M | $2.64M | $441,098.72 | 20.04% |
Richard Slavik Newbridge Financial Services Group Inc. | 518 | $67,817.29 | $88,287.92 | $20,470.63 | 30.18% |
Rick Hurley Heirloom Wealth Management | 11,340 | $1.62M | $1.86M | $240,181.2 | 14.87% |