| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KB Kristina Bentzen Paradigm, Strategies in Wealth Management LLC | 3,745 | $249,033.79 | $276,399.72 | $27,365.93 | 10.99% |
| SMM Stephen Michael Mangold Tectonic Advisors LLC | 232,965 | $11.83M | $17.04M | $5.2M | 43.97% |
Keith Dubauskas One Plus One Wealth Management LLC | 9,099 | $546,863.23 | $671,961.15 | $125,097.92 | 22.88% |
Jason Kaplan Howard Capital Management Group LLC | 37,344 | $1.93M | $2.73M | $799,027.13 | 41.34% |
Rajesh Chelapurath Ceera Investments LLC | 34,365 | $1.5M | $2.53M | $1.03M | 68.63% |
| RWP Ridgecrest Wealth Partners LLC Ridgecrest Wealth Partners LLC | 5,761 | $269,420.65 | $424,384.06 | $154,963.41 | 57.52% |
Donna Rittershausen Koss-Olinger Consulting LLC | 13,695 | $876,862.08 | $980,014.2 | $103,152.12 | 11.76% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 93,036 | $4.63M | $6.86M | $2.22M | 47.99% |
Kyle P. Smith NewEdge Wealth LLC | 59,746 | $2.9M | $4.41M | $1.51M | 52.21% |
Mack, Connie Clarity Financial LLC | 12,422 | $716,952.74 | $908,731.41 | $191,778.67 | 26.75% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 13,851 | $996,579.45 | $991,177.56 | -$5,401.89 | -0.54% |
John P. Quinn Vermillion & White Wealth Management Group LLC | 13,237 | $560,389.4 | $974,640.31 | $414,250.91 | 73.92% |
| EBA Eagle Bay Advisors LLC Eagle Bay Advisors LLC | 3,413 | $226,872.31 | $249,678.01 | $22,805.7 | 10.05% |
| CAL CSM Advisors LLC CSM Advisors LLC | 564,821 | $34.18M | $41.31M | $7.13M | 20.85% |
John Mezzasalma Mezzasalma Advisors LLC | 3,432 | $246,674.24 | $245,593.92 | -$1,080.32 | -0.44% |
Matt Hunter Heartland Bank & Trust Co. | 3,053 | $201,467.47 | $218,472.68 | $17,005.21 | 8.44% |
Shad Lamm Keystone Wealth Services LLC | 10,409 | $518,474.42 | $761,210.17 | $242,735.75 | 46.82% |
Dipen Mehta Invst LLC | 4,655 | $282,147.8 | $340,420.15 | $58,272.35 | 20.65% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 68,094 | $4.28M | $5.03M | $748,169.75 | 17.48% |
Kasey Fegan Corsicana & Co. | 1,615 | $96,174.84 | $118,104.95 | $21,930.11 | 22.8% |