| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Shad Lamm Keystone Wealth Services LLC | 41,372 | $19.82M | $31.86M | $12.04M | 60.73% |
| KT Kurt Threlfall NSI Retail Advisors LLC | 21,700 | $12.52M | $16.62M | $4.1M | 32.75% |
Alexandria Fry Dentgroup LLC | 6,580 | $2.9M | $5.09M | $2.19M | 75.71% |
Dipen Mehta Invst LLC | 80,709 | $53.17M | $62.16M | $8.99M | 16.9% |
Shawn M. McHugh WealthTrust Asset Management LLC | 974 | $460,687.48 | $755,585.37 | $294,897.89 | 64.01% |
Jason E. Archambault SK Wealth Management LLC | 12,443 | $8.14M | $9.62M | $1.48M | 18.17% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 130,156 | $81.08M | $100.66M | $19.58M | 24.14% |
Kasey Fegan Corsicana & Co. | 6,669 | $4.48M | $5.14M | $658,064.28 | 14.68% |
| YL Yosef Levy Y.D. More Investments Ltd. | 16,287 | $10.68M | $12.48M | $1.8M | 16.84% |
| TCL Therese C.D. Linden Bank of New Hampshire | 31,620 | $16.52M | $24.23M | $7.71M | 46.7% |
| DKK David K. Kruft Sageworth Trust Co. of South Dakota | 2,519 | $1.35M | $1.95M | $595,076.16 | 44.01% |
Bethany Wagner Level Financial Advisors | 933 | $535,075.45 | $722,197.98 | $187,122.53 | 34.97% |
Joseph Castro Nuveen LLC | 42,611 | $30.35M | $32.94M | $2.59M | 8.53% |
Beatriz Gutierrez Junco CV Advisors LLC | 978 | $723,397.48 | $758,517.24 | $35,119.76 | 4.85% |
| HP Hannah Perry Crestmont Private Wealth LLC | 91,163 | $42.57M | $70.69M | $28.13M | 66.08% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 16,308 | $10.75M | $12.56M | $1.81M | 16.81% |
Maree Sgro BG Investment Services Inc. | 18,740 | $8.9M | $14.49M | $5.58M | 62.73% |
| BWA Boulder Wealth Advisors LLC Boulder Wealth Advisors LLC | 53,251 | $28.88M | $40.82M | $11.95M | 41.37% |
Tina Tenret Tenret Co. LLC | 1,371 | $601,363.71 | $1.05M | $449,713.44 | 74.78% |
Suzanne Cross JTC Employer Solutions Trustee Ltd | 4,537 | $2.17M | $3.5M | $1.33M | 61.36% |