| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Alexandria Fry Dentgroup LLC | 2,859 | $668,985.5 | $1.1M | $431,043.34 | 64.43% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 2,679 | $891,193.76 | $1.03M | $138,265.57 | 15.51% |
Kasey Fegan Corsicana & Co. | 97 | $32,285.48 | $37,092.8 | $4,807.32 | 14.89% |
Ryan Sanford Elevation Capital Advisory LLC | 22,318 | $7.96M | $8.58M | $613,159.15 | 7.7% |
Joseph Castro Nuveen LLC | 4,391 | $1.61M | $1.69M | $82,286.47 | 5.12% |
Kevin B. Crawford JB Capital LLC | 928 | $318,276.16 | $354,950.72 | $36,674.56 | 11.52% |
| EW Enzi Wealth Enzi Wealth | 834 | $206,339.94 | $319,747.26 | $113,407.32 | 54.96% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 727 | $266,066 | $276,238.19 | $10,172.19 | 3.82% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 81 | $25,763.67 | $31,185.81 | $5,422.14 | 21.05% |
David Spratt Badgley Phelps Wealth Managers LLC | 1,096 | $305,270.53 | $418,809 | $113,538.47 | 37.19% |
Kaitlin Yardley Schaeffer Financial LLC | 1,078 | $333,536.14 | $408,928.52 | $75,392.38 | 22.6% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 33,608 | $11.22M | $12.93M | $1.71M | 15.2% |
Ryan Charles Stout Theory Financial LLC | 2,700 | $712,879.32 | $1.04M | $327,120.18 | 45.89% |
Bradley W. Clark Paladin Advisory Group LLC | 36 | $6,733.44 | $13,767.3 | $7,033.86 | 104.46% |
Matthew Liebman Amplius Wealth Advisors LLC | 74,084 | $19.41M | $28.42M | $9.01M | 46.44% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 5,409 | $1.91M | $2.08M | $171,740.52 | 8.99% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 469 | $160,852.93 | $180,382.09 | $19,529.16 | 12.14% |
Brandon Collier Collier Financial | 242 | $69,921.02 | $93,041.74 | $23,120.72 | 33.07% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 949 | $161,870.93 | $365,213.16 | $203,342.23 | 125.62% |
Candace Cavalier Congress Wealth Management LLC / DE / | 1,566 | $446,075.38 | $601,312.68 | $155,237.3 | 34.8% |