| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Daniel Russell Naviter Wealth LLC | 10,472 | $1.24M | $1.28M | $42,621.04 | 3.44% |
| RR rosemary richard WCG Wealth Advisors LLC | 275,800 | $32.23M | $33.76M | $1.52M | 4.73% |
| YA Yinka Akinsola Blue Trust Inc. | 110,060 | $10.34M | $13.46M | $3.12M | 30.15% |
| RZ Richard Zito Flynn Zito Capital Management LLC | 173,912 | $17.38M | $21.29M | $3.91M | 22.49% |
Jeff Ameen Spire Wealth Management | 187,912 | $12.84M | $23.16M | $10.32M | 80.33% |
Daren Blonski Fermata Advisors LLC | 4,879 | $490,521.2 | $596,604.12 | $106,082.92 | 21.63% |
| KB Kristina Bentzen Paradigm, Strategies in Wealth Management LLC | 3,892 | $238,222.08 | $476,380.8 | $238,158.72 | 99.97% |
| JAT Jeremiah Anthony Thisse Ashford Advisors LLC | 5,160 | $604,236 | $631,584 | $27,348 | 4.53% |
Jennifer Easley Gitterman Wealth Management LLC | 8,444 | $564,399.44 | $1.03M | $469,146.16 | 83.12% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 1,911 | $202,852.65 | $233,638.86 | $30,786.21 | 15.18% |
Kyle P. Smith NewEdge Wealth LLC | 974,444 | $100.68M | $119.14M | $18.45M | 18.33% |
John Ledford FWG Holdings LLC | 2,276 | $205,454.52 | $278,309.28 | $72,854.76 | 35.46% |
Jonathan Guyton Cornerstone Wealth Advisors Inc. | 47,092 | $2.86M | $5.76M | $2.89M | 101.09% |
Carrie Delgott Wescott Financial Advisory Group LLC | 24,300 | $1.38M | $2.97M | $1.59M | 115.42% |
Matt Hunter Heartland Bank & Trust Co. | 2,072 | $220,875.2 | $253,322.72 | $32,447.52 | 14.69% |
| SL Shad Lamm Keystone Wealth Services LLC | 10,676 | $914,438.68 | $1.31M | $394,865.96 | 43.18% |
Alexandria Fry Dentgroup LLC | 23,988 | $2.26M | $2.93M | $668,256.52 | 29.5% |
| DM Dipen Mehta Invst LLC | 4,040 | $429,701 | $495,465.6 | $65,764.6 | 15.3% |
Jason E. Archambault SK Wealth Management LLC | 3,040 | $285,388.75 | $371,670.4 | $86,281.65 | 30.23% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 189,220 | $20.26M | $23.21M | $2.94M | 14.52% |