| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CAL CSM Advisors LLC CSM Advisors LLC | 153,111 | $70.87M | $111.93M | $41.06M | 57.93% |
Carrie Delgott Wescott Financial Advisory Group LLC | 150,149 | $51.24M | $103.3M | $52.06M | 101.59% |
John Mezzasalma Mezzasalma Advisors LLC | 3,121 | $1.05M | $2.26M | $1.2M | 114.29% |
Ben Rothwell Keystone Financial Services | 1,077 | $442,306.47 | $772,532.09 | $330,225.62 | 74.66% |
Shad Lamm Keystone Wealth Services LLC | 22,491 | $9.85M | $16.13M | $6.29M | 63.84% |
| KT Kurt Threlfall NSI Retail Advisors LLC | 168,575 | $64.51M | $115.98M | $51.47M | 79.8% |
Alexandria Fry Dentgroup LLC | 943 | $371,259.87 | $648,774.56 | $277,514.69 | 74.75% |
Dipen Mehta Invst LLC | 27,456 | $19.7M | $20.07M | $367,962.47 | 1.87% |
Shawn M. McHugh WealthTrust Asset Management LLC | 6,970 | $3.06M | $4.8M | $1.74M | 56.8% |
Jason E. Archambault SK Wealth Management LLC | 737 | $450,039.12 | $533,366.9 | $83,327.78 | 18.52% |
Daniel Cesta Pinnacle Wealth Management Group Inc. | 8,729 | $4.85M | $6.01M | $1.15M | 23.72% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 34,124 | $18.76M | $24.48M | $5.71M | 30.45% |
Kasey Fegan Corsicana & Co. | 1,200 | $720,444 | $825,587.99 | $105,143.99 | 14.59% |
| YL Yosef Levy Y.D. More Investments Ltd. | 118,292 | $77.7M | $84.85M | $7.15M | 9.2% |
| TCL Therese C.D. Linden Bank of New Hampshire | 676 | $239,719.36 | $465,081.23 | $225,361.87 | 94.01% |
Ryan Sanford Elevation Capital Advisory LLC | 12,852 | $7.59M | $8.84M | $1.25M | 16.48% |
Bethany Wagner Level Financial Advisors | 362 | $266,576.81 | $249,052.38 | -$17,524.43 | -6.57% |
Joseph Castro Nuveen LLC | 44,294 | $27.52M | $31.93M | $4.41M | 16.04% |
Beatriz Gutierrez Junco CV Advisors LLC | 33,938 | $20.85M | $23.35M | $2.5M | 11.99% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 3,830 | $2.08M | $2.64M | $555,978.25 | 26.74% |