| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
John Nowicki LCM Capital Management Inc. | 626 | $287,772.43 | $445,386.47 | $157,614.04 | 54.77% |
Kyle P. Smith NewEdge Wealth LLC | 31,036 | $16.45M | $22.08M | $5.63M | 34.21% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 439 | $200,380.36 | $312,339.71 | $111,959.35 | 55.87% |
Jessica Clark Caerus Investment Advisors LLC | 1,224 | $751,915.44 | $870,851.5 | $118,936.06 | 15.82% |
| EBA Eagle Bay Advisors LLC Eagle Bay Advisors LLC | 2,600 | $1.53M | $1.85M | $328,806.6 | 21.55% |
| KCM Kennicott Capital Management LLC Kennicott Capital Management LLC | 72,704 | $32.64M | $52.02M | $19.38M | 59.39% |
| CAL CSM Advisors LLC CSM Advisors LLC | 153,111 | $70.87M | $108.94M | $38.06M | 53.7% |
| GAG Goodman Advisory Group LLC Goodman Advisory Group LLC | 41 | $24,615.17 | $29,170.68 | $4,555.51 | 18.51% |
Carrie Delgott Wescott Financial Advisory Group LLC | 150,149 | $51.24M | $106.83M | $55.58M | 108.47% |
John Mezzasalma Mezzasalma Advisors LLC | 3,242 | $1.09M | $2.31M | $1.22M | 111.43% |
Ben Rothwell Keystone Financial Services | 1,077 | $442,306.47 | $766,263.94 | $323,957.47 | 73.24% |
| SL Shad Lamm Keystone Wealth Services LLC | 22,065 | $9.53M | $15.74M | $6.21M | 65.11% |
| KT Kurt Threlfall NSI Retail Advisors LLC | 168,575 | $64.51M | $119.94M | $55.43M | 85.94% |
Alexandria Fry Dentgroup LLC | 943 | $371,259.87 | $670,925.62 | $299,665.75 | 80.72% |
| DM Dipen Mehta Invst LLC | 3,787 | $2.27M | $2.7M | $427,562.52 | 18.8% |
| SMM Shawn M. McHugh WealthTrust Asset Management LLC | 6,020 | $2.36M | $4.28M | $1.92M | 81.59% |
Jason E. Archambault SK Wealth Management LLC | 736 | $449,318.04 | $523,649.27 | $74,331.23 | 16.54% |
Daniel Cesta Pinnacle Wealth Management Group Inc. | 8,729 | $4.85M | $6.28M | $1.43M | 29.42% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 31,591 | $16.9M | $22.54M | $5.64M | 33.36% |
Kasey Fegan Corsicana & Co. | 1,200 | $720,444 | $856,020 | $135,576 | 18.82% |