| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SMM Stephen Michael Mangold Tectonic Advisors LLC | 146,682 | $9.31M | $11.96M | $2.65M | 28.42% |
Jason Kaplan Howard Capital Management Group LLC | 414,544 | $22.56M | $33.79M | $11.23M | 49.77% |
| RWP Ridgecrest Wealth Partners LLC Ridgecrest Wealth Partners LLC | 28,316 | $1.51M | $2.31M | $796,307.01 | 52.67% |
| DR Donna Rittershausen Koss-Olinger Consulting LLC | 4,244 | $303,955.28 | $345,970.88 | $42,015.6 | 13.82% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 79,688 | $4.66M | $6.49M | $1.83M | 39.27% |
Melissa Tiscareno Bradley & Co. Private Wealth Management LLC | 7,693 | $430,654.14 | $627,133.36 | $196,479.22 | 45.62% |
Kyle P. Smith NewEdge Wealth LLC | 476,885 | $30.74M | $38.87M | $8.13M | 26.46% |
John Ledford FWG Holdings LLC | 16,712 | $1.1M | $1.36M | $261,451.92 | 23.75% |
Mack, Connie Clarity Financial LLC | 3,304 | $223,045.89 | $271,324.48 | $48,278.59 | 21.65% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 4,982 | $331,827.53 | $406,132.64 | $74,305.11 | 22.39% |
| EBA Eagle Bay Advisors LLC Eagle Bay Advisors LLC | 17,474 | $1.03M | $1.42M | $394,936.44 | 38.38% |
Carrie Delgott Wescott Financial Advisory Group LLC | 9,007 | $543,328.07 | $734,070.5 | $190,742.43 | 35.11% |
John Mezzasalma Mezzasalma Advisors LLC | 5,029 | $292,567.21 | $409,964.08 | $117,396.87 | 40.13% |
Matt Hunter Heartland Bank & Trust Co. | 15,545 | $1M | $1.27M | $265,495.51 | 26.51% |
| SL Shad Lamm Keystone Wealth Services LLC | 3,014 | $210,708.74 | $245,641 | $34,932.26 | 16.58% |
| DM Dipen Mehta Invst LLC | 16,212 | $991,264.09 | $1.32M | $329,726.96 | 33.26% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 62,349 | $4.09M | $5.08M | $995,145.1 | 24.36% |
Kasey Fegan Corsicana & Co. | 2,506 | $139,836.53 | $204,194.64 | $64,358.11 | 46.02% |
| YL Yosef Levy Y.D. More Investments Ltd. | 8,620 | $578,872.33 | $702,377.43 | $123,505.1 | 21.34% |
| TCL Therese C.D. Linden Bank of New Hampshire | 11,570 | $636,540.36 | $942,750.21 | $306,209.85 | 48.11% |