| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Carrie Delgott Wescott Financial Advisory Group LLC | 151,529 | $52.26M | $108.79M | $56.54M | 108.18% |
John Mezzasalma Mezzasalma Advisors LLC | 2,988 | $1.01M | $2.15M | $1.13M | 112.14% |
Ben Rothwell Keystone Financial Services | 1,077 | $442,306.47 | $779,123.34 | $336,816.87 | 76.15% |
Shad Lamm Keystone Wealth Services LLC | 22,491 | $9.85M | $16.11M | $6.26M | 63.61% |
| KT Kurt Threlfall NSI Retail Advisors LLC | 168,575 | $64.51M | $119.73M | $55.23M | 85.62% |
Alexandria Fry Dentgroup LLC | 943 | $371,259.87 | $684,085.2 | $312,825.33 | 84.26% |
Dipen Mehta Invst LLC | 27,456 | $19.7M | $19.66M | -$47,172.19 | -0.24% |
Shawn M. McHugh WealthTrust Asset Management LLC | 6,970 | $3.06M | $5.08M | $2.03M | 66.24% |
Jason E. Archambault SK Wealth Management LLC | 737 | $450,039.12 | $533,469.05 | $83,429.93 | 18.54% |
Daniel Cesta Pinnacle Wealth Management Group Inc. | 8,704 | $4.84M | $6.34M | $1.5M | 30.91% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 34,124 | $18.76M | $24.71M | $5.95M | 31.69% |
Kasey Fegan Corsicana & Co. | 1,200 | $720,444 | $860,100 | $139,656 | 19.38% |
| YL Yosef Levy Y.D. More Investments Ltd. | 118,292 | $77.7M | $84.18M | $6.48M | 8.34% |
| TCL Therese C.D. Linden Bank of New Hampshire | 338 | $119,922.02 | $240,615.44 | $120,693.42 | 100.64% |
Ryan Sanford Elevation Capital Advisory LLC | 12,852 | $7.59M | $9.3M | $1.71M | 22.52% |
Bethany Wagner Level Financial Advisors | 336 | $247,430.41 | $243,966.24 | -$3,464.17 | -1.4% |
Joseph Castro Nuveen LLC | 44,294 | $27.52M | $32.25M | $4.73M | 17.19% |
Beatriz Gutierrez Junco CV Advisors LLC | 49,994 | $32.73M | $36.17M | $3.44M | 10.52% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 4,431 | $2.52M | $3.17M | $648,626.95 | 25.7% |
Mark Hansen Hansen & Associates Financial Group Inc. | 5,249 | $3.69M | $3.81M | $119,167.96 | 3.23% |