| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Shad Lamm Keystone Wealth Services LLC | 11,984 | $1.2M | $2.85M | $1.65M | 136.75% |
Alexandria Fry Dentgroup LLC | 3,005 | $374,299.78 | $715,310.18 | $341,010.4 | 91.11% |
Shawn M. McHugh WealthTrust Asset Management LLC | 1,319 | $254,238.38 | $313,974.75 | $59,736.37 | 23.5% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 16,530 | $3.09M | $4.14M | $1.05M | 33.99% |
Kasey Fegan Corsicana & Co. | 25 | $6,305.75 | $5,951 | -$354.75 | -5.63% |
Joseph Castro Nuveen LLC | 12,159 | $3.07M | $3.07M | $2,075.42 | 0.07% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 2,446 | $519,704.69 | $582,245.82 | $62,541.13 | 12.03% |
Hannah Tackett Penobscot Wealth Management | 4,860 | $655,374.94 | $1.16M | $501,499.43 | 76.52% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 2,423 | $378,574.24 | $576,770.9 | $198,196.66 | 52.35% |
Kevin B. Crawford JB Capital LLC | 3,752 | $604,120.3 | $893,126.05 | $289,005.75 | 47.84% |
Richard Slavik Newbridge Financial Services Group Inc. | 510 | $85,329.7 | $130,305 | $44,975.3 | 52.71% |
Sima Elimelech Activest Wealth Management | 140 | $27,955.2 | $33,325.6 | $5,370.4 | 19.21% |
Eddie Wilcox Rollins Financial Advisors LLC | 58,861 | $7.35M | $14.01M | $6.66M | 90.62% |
Robert Tutela Essex LLC | 44,767 | $4.96M | $10.66M | $5.69M | 114.77% |
Brian Baylis Bell Investment Advisors Inc. | 143 | $24,777.61 | $36,329.15 | $11,551.54 | 46.62% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 660 | $166,471.8 | $167,032.8 | $561 | 0.34% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 6,680 | $766,997.6 | $1.59M | $823,109.55 | 107.32% |
Christopher Davis Burns Matteson Capital Management LLC | 960 | $242,171 | $228,518.39 | -$13,652.61 | -5.64% |
Bobby Adusumilli SJS Investment Consulting Inc. | 235 | $40,718.45 | $55,939.4 | $15,220.95 | 37.38% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 8,694 | $1.23M | $2.07M | $835,378.29 | 67.69% |