| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Drew Waldron Canvas Wealth Advisors LLC | 192,444 | $21.17M | $32.12M | $10.94M | 51.67% |
Cole Holmlund Alaethes Wealth LLC | 2,805 | $256,802 | $471,366.22 | $214,564.22 | 83.55% |
| RWP Ridgecrest Wealth Partners LLC Ridgecrest Wealth Partners LLC | 39,536 | $3.86M | $6.65M | $2.79M | 72.26% |
Melissa Tiscareno Bradley & Co. Private Wealth Management LLC | 54,780 | $5.81M | $9.16M | $3.35M | 57.69% |
Kyle P. Smith NewEdge Wealth LLC | 32,540 | $4.21M | $5.45M | $1.24M | 29.35% |
Carrie Delgott Wescott Financial Advisory Group LLC | 7,757 | $763,019.7 | $1.3M | $535,657.24 | 70.2% |
Matt Hunter Heartland Bank & Trust Co. | 2,247 | $320,040.21 | $375,810.75 | $55,770.54 | 17.43% |
Shad Lamm Keystone Wealth Services LLC | 7,432 | $780,003.36 | $1.24M | $459,059.68 | 58.85% |
Dipen Mehta Invst LLC | 10,972 | $1.75M | $1.83M | $75,001.18 | 4.28% |
Matthew Fong Seldon Capita LLP | 2,876 | $307,674.48 | $482,736.6 | $175,062.12 | 56.9% |
Daniel Cesta Pinnacle Wealth Management Group Inc. | 9,879 | $1.31M | $1.65M | $339,361.54 | 25.82% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 5.86M | $715.19M | $981.5M | $266.31M | 37.24% |
Kasey Fegan Corsicana & Co. | 1,224 | $125,380.25 | $204,248.88 | $78,868.63 | 62.9% |
Bethany Wagner Level Financial Advisors | 3,319 | $367,937.83 | $556,762.25 | $188,824.42 | 51.32% |
Joseph Castro Nuveen LLC | 19,663 | $3.23M | $3.29M | $61,028.31 | 1.89% |
Beatriz Gutierrez Junco CV Advisors LLC | 2,299 | $341,957.28 | $386,254.99 | $44,297.71 | 12.95% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 15,307 | $2.21M | $2.55M | $343,276.6 | 15.53% |
Hannah Tackett Penobscot Wealth Management | 9,638 | $1.4M | $1.62M | $215,601.16 | 15.36% |
Spencer Rand Five Oceans Advisors | 2,514 | $239,290.73 | $421,095 | $181,804.27 | 75.98% |
S. Hardy Taylor Heritage Investment Group Inc. | 1,700 | $179,295.2 | $285,413 | $106,117.8 | 59.19% |