| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
John Ledford FWG Holdings LLC | 2,274 | $205,273.98 | $280,543.38 | $75,269.4 | 36.67% |
Jonathan Guyton Cornerstone Wealth Advisors Inc. | 43,974 | $2.67M | $5.42M | $2.75M | 102.84% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 924 | $114,733.08 | $113,513.4 | -$1,219.68 | -1.06% |
Carrie Delgott Wescott Financial Advisory Group LLC | 24,062 | $1.37M | $2.95M | $1.59M | 116.25% |
Matt Hunter Heartland Bank & Trust Co. | 4,867 | $567,930.35 | $597,521.59 | $29,591.24 | 5.21% |
Shad Lamm Keystone Wealth Services LLC | 10,506 | $905,496.68 | $1.29M | $380,647.84 | 42.04% |
Alexandria Fry Dentgroup LLC | 23,988 | $2.26M | $2.97M | $707,117.08 | 31.22% |
Dipen Mehta Invst LLC | 4,040 | $429,701 | $494,778.8 | $65,077.8 | 15.14% |
Shawn M. McHugh WealthTrust Asset Management LLC | 1,785 | $221,643.45 | $222,000.45 | $357 | 0.16% |
Jason E. Archambault SK Wealth Management LLC | 2,281 | $214,156.6 | $281,926.13 | $67,769.53 | 31.64% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 189,347 | $20.28M | $23.42M | $3.14M | 15.5% |
| YL Yosef Levy Y.D. More Investments Ltd. | 192 | $17,332.03 | $23,368.32 | $6,036.29 | 34.83% |
| TCL Therese C.D. Linden Bank of New Hampshire | 9,866 | $669,605.42 | $1.2M | $531,086.78 | 79.31% |
Joseph Castro Nuveen LLC | 3.79M | $370.47M | $471.46M | $100.98M | 27.26% |
| BWA Boulder Wealth Advisors LLC Boulder Wealth Advisors LLC | 222,414 | $19.35M | $27.03M | $7.69M | 39.73% |
William Jeffrey Draper Strategic Planning Group LLC | 3,422 | $364,820.41 | $424,499.1 | $59,678.69 | 16.36% |
Suzanne Cross JTC Employer Solutions Trustee Ltd | 8,064 | $547,303.68 | $988,646.4 | $441,342.72 | 80.64% |
Hannah Tackett Penobscot Wealth Management | 3,005 | $348,095.05 | $373,341.2 | $25,246.15 | 7.25% |
S. Hardy Taylor Heritage Investment Group Inc. | 11,232 | $1.2M | $1.38M | $187,462.08 | 15.66% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 19,369 | $2.14M | $2.36M | $223,013.45 | 10.42% |