| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MPM Mark P. Mennitt CenterBook Partners LP | 92,365 | $13.23M | $17.63M | $4.39M | 33.2% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 3,955 | $635,798.66 | $754,693.14 | $118,894.48 | 18.7% |
Suzanne Cross JTC Employer Solutions Trustee Ltd | 944 | $93,559.84 | $180,134.09 | $86,574.25 | 92.53% |
Spencer Rand Five Oceans Advisors | 2,042 | $208,864.28 | $389,654.46 | $180,790.18 | 86.56% |
| MWA Motive Wealth Advisors Motive Wealth Advisors | 1,527 | $277,822.13 | $291,382.14 | $13,560.01 | 4.88% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 16,366 | $2.03M | $3.12M | $1.1M | 54.03% |
| HFR Herbert F. Reilly III HFR Wealth Management LLC | 1,478 | $234,602.94 | $280,184.47 | $45,581.53 | 19.43% |
Katie Smith Delos Wealth Advisors LLC | 351 | $63,927.63 | $66,977.82 | $3,050.19 | 4.77% |
Kevin B. Crawford JB Capital LLC | 6,703 | $744,967.49 | $1.28M | $534,099.04 | 71.69% |
Richard Slavik Newbridge Financial Services Group Inc. | 4,044 | $518,786.25 | $771,676.12 | $252,889.87 | 48.75% |
Kurt Van Dyken Lifeworks Advisors LLC | 3,044 | $416,672.36 | $580,856.11 | $164,183.75 | 39.4% |
| EJL Emery J. Levick US Asset Management LLC | 4,877 | $462,327.05 | $930,629.19 | $468,302.14 | 101.29% |
Kimberly Cappellano Private Wealth Asset Management LLC | 13,440 | $2.15M | $2.56M | $416,594.82 | 19.39% |
Sima Elimelech Activest Wealth Management | 317 | $48,439.82 | $60,489.94 | $12,050.12 | 24.88% |
Eddie Wilcox Rollins Financial Advisors LLC | 1,276 | $202,852.96 | $243,486.33 | $40,633.37 | 20.03% |
Christina Forster Pazienza Guardian Partners Inc. | 7,048 | $925,009.34 | $1.34M | $419,890.09 | 45.39% |
Andrew J. Swenson ARS Wealth Advisors Group LLC | 2,946 | $317,712.92 | $562,155.75 | $244,442.83 | 76.94% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 14,848 | $2.56M | $2.83M | $272,009.05 | 10.62% |
| EW Enzi Wealth Enzi Wealth | 1,841 | $229,161.29 | $351,299.64 | $122,138.35 | 53.3% |
Brian G. Wade Ardent Capital Management Inc. | 43,836 | $5.49M | $8.36M | $2.87M | 52.31% |