| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Shad Lamm Keystone Wealth Services LLC | 15,525 | $2.54M | $3.49M | $949,443.63 | 37.36% |
Alexandria Fry Dentgroup LLC | 5,801 | $807,525.46 | $1.27M | $464,749.92 | 57.55% |
Dipen Mehta Invst LLC | 34,437 | $6.05M | $7.55M | $1.5M | 24.79% |
Daniel Cesta Pinnacle Wealth Management Group Inc. | 1,648 | $235,222.4 | $361,439.38 | $126,216.98 | 53.66% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 103,930 | $19.52M | $23.37M | $3.85M | 19.72% |
| YL Yosef Levy Y.D. More Investments Ltd. | 64 | $12,758.5 | $14,389.12 | $1,630.62 | 12.78% |
Bethany Wagner Level Financial Advisors | 10,257 | $1.44M | $2.25M | $804,845.24 | 55.71% |
Joseph Castro Nuveen LLC | 42,462 | $7.26M | $9.31M | $2.06M | 28.34% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 2,173 | $426,313.69 | $476,582.38 | $50,268.69 | 11.79% |
Mark Hansen Hansen & Associates Financial Group Inc. | 12,210 | $2.41M | $2.68M | $269,841.01 | 11.21% |
| BWA Boulder Wealth Advisors LLC Boulder Wealth Advisors LLC | 154,582 | $26.53M | $34.89M | $8.36M | 31.51% |
| MWA Motive Wealth Advisors Motive Wealth Advisors | 72,291 | $10.33M | $15.85M | $5.52M | 53.42% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 1,868 | $362,100.4 | $409,689.78 | $47,589.38 | 13.14% |
Katie Smith Delos Wealth Advisors LLC | 26,039 | $4.16M | $5.71M | $1.55M | 37.17% |
Kevin B. Crawford JB Capital LLC | 16,462 | $3.12M | $3.61M | $493,873.17 | 15.85% |
Richard Slavik Newbridge Financial Services Group Inc. | 377 | $68,932.13 | $82,683.64 | $13,751.51 | 19.95% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 12 | $1,972.2 | $2,631.84 | $659.64 | 33.45% |
Kurt Van Dyken Lifeworks Advisors LLC | 3,868 | $688,027.97 | $848,329.8 | $160,301.83 | 23.3% |
Rick Hurley Heirloom Wealth Management | 3,225 | $618,587.25 | $707,307.03 | $88,719.78 | 14.34% |
Kimberly Cappellano Private Wealth Asset Management LLC | 1,178 | $201,308 | $258,358.97 | $57,050.97 | 28.34% |