| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ben Rothwell Keystone Financial Services | 43,444 | $9.49M | $13.12M | $3.63M | 38.3% |
| SL Shad Lamm Keystone Wealth Services LLC | 836 | $209,259.16 | $252,547.24 | $43,288.08 | 20.69% |
| DM Dipen Mehta Invst LLC | 27,256 | $5.9M | $8.23M | $2.34M | 39.6% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 10,177 | $2.16M | $3.07M | $917,314.82 | 42.53% |
| YL Yosef Levy Y.D. More Investments Ltd. | 170 | $40,524.78 | $51,355.3 | $10,830.52 | 26.73% |
| RS Ryan Sanford Elevation Capital Advisory LLC | 17,621 | $4.39M | $5.32M | $930,980.99 | 21.2% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 1,721 | $468,957.5 | $519,896.88 | $50,939.38 | 10.86% |
Mark Hansen Hansen & Associates Financial Group Inc. | 6,271 | $1.58M | $1.89M | $312,809.54 | 19.78% |
| SC Suzanne Cross JTC Employer Solutions Trustee Ltd | 1,502 | $260,491.86 | $453,739.17 | $193,247.31 | 74.19% |
Katie Smith Delos Wealth Advisors LLC | 2,068 | $496,299.32 | $624,722.11 | $128,422.79 | 25.88% |
Kevin B. Crawford JB Capital LLC | 285,999 | $64.69M | $86.4M | $21.71M | 33.55% |
| RS Richard Slavik Newbridge Financial Services Group Inc. | 12 | $3,003.72 | $3,625.08 | $621.36 | 20.69% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 1,084 | $163,024.78 | $327,465.56 | $164,440.78 | 100.87% |
Kurt Van Dyken Lifeworks Advisors LLC | 1,779 | $397,243.16 | $537,418.1 | $140,174.94 | 35.29% |
| RH Rick Hurley Heirloom Wealth Management | 3,147 | $755,248.53 | $950,677.22 | $195,428.69 | 25.88% |
Kimberly Cappellano Private Wealth Asset Management LLC | 1,018 | $215,115.05 | $307,527.62 | $92,412.57 | 42.96% |
| SE Sima Elimelech Activest Wealth Management | 2,505 | $629,236.95 | $756,735.44 | $127,498.49 | 20.26% |
Brian Baylis Bell Investment Advisors Inc. | 88,196 | $15.41M | $26.64M | $11.23M | 72.88% |
| KC Kasey Cook Maripau Wealth Management LLC | 1,456 | $333,770.4 | $439,843.03 | $106,072.63 | 31.78% |
Andrew Endelman Independent Wealth Network Inc. | 2,133 | $511,898.67 | $644,357.96 | $132,459.29 | 25.88% |