| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kyle P. Smith NewEdge Wealth LLC | 43,293 | $3.28M | $3.54M | $265,386.09 | 8.09% |
John Ledford FWG Holdings LLC | 4,298 | $319,049.32 | $355,723.97 | $36,674.65 | 11.49% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 3,788 | $285,928.44 | $310,161.44 | $24,233 | 8.48% |
Joseph Castro Nuveen LLC | 5,988 | $493,951 | $487,063.92 | -$6,887.08 | -1.39% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 3,610 | $297,577.63 | $296,399.05 | -$1,178.58 | -0.4% |
Brian Baylis Bell Investment Advisors Inc. | 26 | $1,912.04 | $2,134.86 | $222.82 | 11.65% |
David Spratt Badgley Phelps Wealth Managers LLC | 261,833 | $18.62M | $21.51M | $2.89M | 15.52% |
Nathan C. Goodman Family Investment Center Inc. | 250,069 | $13.73M | $20.54M | $6.8M | 49.56% |
| RE Rod Ehrlich Wayfinding Financial LLC | 26,189 | $1.78M | $2.17M | $391,307.75 | 22.04% |
Bradley W. Clark Paladin Advisory Group LLC | 805 | $51,294.6 | $66,231.37 | $14,936.77 | 29.12% |
Craig Kurth PCG Wealth Advisors LLC | 27,248 | $2M | $2.25M | $249,864.16 | 12.47% |
John Flavin Aspire Capital Advisors LLC | 5,652 | $422,991.28 | $467,821.69 | $44,830.41 | 10.6% |
| FCG Financial Connections Group Inc. Financial Connections Group Inc. | 74,025 | $4.89M | $6.11M | $1.22M | 24.9% |
Tracy Murray EdgeRock Capital LLC | 378,709 | $28.55M | $31.35M | $2.8M | 9.8% |
Lonny Elfenbein West Michigan Advisors LLC | 17,245 | $1.09M | $1.42M | $323,915.74 | 29.62% |
Emilie Camilleri Bryant Woods Investment Advisors LLC | 164,127 | $11.55M | $13.44M | $1.89M | 16.36% |
W. Travis McKinney HB Wealth Management LLC | 30,404 | $1.97M | $2.5M | $526,939.26 | 26.75% |
Paul Elam Oak Harbor Wealth Partners LLC | 1,209 | $92,550.2 | $99,839.22 | $7,289.02 | 7.88% |
| LWL Leo Wealth LLC Leo Wealth LLC | 263,346 | $18.78M | $21.63M | $2.85M | 15.19% |
Dalila Toledo Ascent Group LLC | 75,733 | $5.54M | $6.2M | $664,751.67 | 12.01% |