| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Carrie Delgott Wescott Financial Advisory Group LLC | 2,475 | $365,112.09 | $636,372 | $271,259.91 | 74.29% |
John Mezzasalma Mezzasalma Advisors LLC | 4,433 | $826,411.29 | $1.14M | $311,938.78 | 37.75% |
Matt Hunter Heartland Bank & Trust Co. | 3,171 | $721,176.48 | $814,217.67 | $93,041.19 | 12.9% |
Shad Lamm Keystone Wealth Services LLC | 6,836 | $1.17M | $1.75M | $581,157.18 | 49.73% |
Alexandria Fry Dentgroup LLC | 13,321 | $2.53M | $3.41M | $873,944.8 | 34.48% |
Jason E. Archambault SK Wealth Management LLC | 1,093 | $204,539.56 | $279,709.63 | $75,170.07 | 36.75% |
Daniel Cesta Pinnacle Wealth Management Group Inc. | 1,459 | $254,551.73 | $370,877.8 | $116,326.07 | 45.7% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 20,486 | $4.04M | $5.24M | $1.2M | 29.63% |
Joseph Castro Nuveen LLC | 319,031 | $70.73M | $81.1M | $10.37M | 14.66% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 980 | $210,641.1 | $250,782 | $40,140.9 | 19.06% |
Maree Sgro BG Investment Services Inc. | 14,160 | $2.62M | $3.62M | $999,129.6 | 38.11% |
William Jeffrey Draper Strategic Planning Group LLC | 1,842 | $393,724.66 | $471,773.04 | $78,048.38 | 19.82% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 4,719 | $773,919.97 | $1.21M | $431,289.03 | 55.73% |
Katie Smith Delos Wealth Advisors LLC | 66 | $12,819.18 | $16,901.28 | $4,082.1 | 31.84% |
Kevin B. Crawford JB Capital LLC | 1,784 | $374,312.38 | $457,060.8 | $82,748.42 | 22.11% |
Richard Slavik Newbridge Financial Services Group Inc. | 826 | $153,751.37 | $209,969.2 | $56,217.83 | 36.56% |
Jarrett Topel Topel & Distasi Wealth Management LLC | 15,260 | $2.54M | $3.91M | $1.36M | 53.61% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 106 | $16,139.56 | $27,033.18 | $10,893.62 | 67.5% |
Kimberly Cappellano Private Wealth Asset Management LLC | 330 | $67,066.83 | $84,404.1 | $17,337.27 | 25.85% |
Sima Elimelech Activest Wealth Management | 547 | $115,055.98 | $139,047.4 | $23,991.42 | 20.85% |