| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DR Donna Rittershausen Koss-Olinger Consulting LLC | 68,413 | $1.33M | $1.85M | $520,874.31 | 39.25% |
Kyle P. Smith NewEdge Wealth LLC | 49,107 | $1.04M | $1.33M | $287,978.16 | 27.73% |
Jonathan Guyton Cornerstone Wealth Advisors Inc. | 913,719 | $18.69M | $24.68M | $5.99M | 32.07% |
Jessica Clark Caerus Investment Advisors LLC | 9,558 | $229,774.32 | $258,161.58 | $28,387.26 | 12.35% |
Carrie Delgott Wescott Financial Advisory Group LLC | 29,541 | $582,830.12 | $797,902.41 | $215,072.29 | 36.9% |
| DM Dipen Mehta Invst LLC | 746,237 | $14.18M | $20.16M | $5.97M | 42.13% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 749,946 | $14.4M | $20.26M | $5.86M | 40.71% |
| TCL Therese C.D. Linden Bank of New Hampshire | 2,635 | $58,233.5 | $71,171.35 | $12,937.85 | 22.22% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 119,333 | $2.84M | $3.22M | $384,250.71 | 13.54% |
| TT Tina Tenret Tenret Co. LLC | 200,231 | $3.78M | $5.41M | $1.63M | 43.07% |
| SR Spencer Rand Five Oceans Advisors | 207,638 | $4.01M | $5.61M | $1.6M | 39.74% |
Kimberly Van Winkle Twelve Points Wealth Management LLC | 14,444 | $263,396.94 | $390,132.44 | $126,735.5 | 48.12% |
| MWA Motive Wealth Advisors Motive Wealth Advisors | 121,035 | $2.22M | $3.27M | $1.05M | 47.22% |
| SK Samira Kadam Cherry Creek Investment Advisors Inc. | 13,830 | $342,292.5 | $373,548.3 | $31,255.8 | 9.13% |
Katie Smith Delos Wealth Advisors LLC | 8,691 | $215,102.25 | $234,743.91 | $19,641.66 | 9.13% |
Justin Ericksen Blue Barn Wealth LLC | 566,917 | $10.78M | $15.31M | $4.53M | 42.02% |
Kevin B. Crawford JB Capital LLC | 12,512 | $280,433.78 | $337,949.12 | $57,515.34 | 20.51% |
Kurt Van Dyken Lifeworks Advisors LLC | 15,664 | $322,051.84 | $423,084.64 | $101,032.8 | 31.37% |
| RH Rick Hurley Heirloom Wealth Management | 271,822 | $6.73M | $7.34M | $614,317.72 | 9.13% |
Kimberly Cappellano Private Wealth Asset Management LLC | 4,594 | $106,879 | $124,083.94 | $17,204.94 | 16.1% |