| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeffery Yorg Focus Partners Advisor Solutions LLC | 1.55M | $44.23M | $55.6M | $11.36M | 25.69% |
| YL Yosef Levy Y.D. More Investments Ltd. | 750 | $18,983.09 | $26,422.5 | $7,439.41 | 39.19% |
Ryan Sanford Elevation Capital Advisory LLC | 205,596 | $6.75M | $7.36M | $606,651.86 | 8.99% |
Joseph Castro Nuveen LLC | 45,061 | $1.52M | $1.62M | $93,302.51 | 6.12% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 36,771 | $1.29M | $1.3M | $17,048.61 | 1.32% |
Maree Sgro BG Investment Services Inc. | 92,584 | $2.92M | $3.31M | $394,817.45 | 13.53% |
Tina Tenret Tenret Co. LLC | 68,139 | $988,015.5 | $2.4M | $1.41M | 142.76% |
William Jeffrey Draper Strategic Planning Group LLC | 25,217 | $736,588.89 | $905,774.47 | $169,185.58 | 22.97% |
Hannah Tackett Penobscot Wealth Management | 7,692 | $224,816.67 | $276,373.56 | $51,556.89 | 22.93% |
Kimberly Van Winkle Twelve Points Wealth Management LLC | 21,279 | $403,243.84 | $756,255.66 | $353,011.82 | 87.54% |
Justin Ericksen Blue Barn Wealth LLC | 18,775 | $489,088.75 | $672,708.25 | $183,619.5 | 37.54% |
Richard Slavik Newbridge Financial Services Group Inc. | 100 | $3,167.34 | $3,591 | $423.66 | 13.38% |
| KRB Kyle R. Bubeck Systelligence LLC | 38,389 | $1.12M | $1.37M | $255,674.58 | 22.86% |
Rick Hurley Heirloom Wealth Management | 145,201 | $3.36M | $5.16M | $1.8M | 53.64% |
Kimberly Cappellano Private Wealth Asset Management LLC | 23,345 | $586,952.54 | $835,984.45 | $249,031.91 | 42.43% |
Sima Elimelech Activest Wealth Management | 2,989 | $100,225.78 | $107,334.99 | $7,109.21 | 7.09% |
Eddie Wilcox Rollins Financial Advisors LLC | 1.25M | $27.02M | $44.6M | $17.58M | 65.06% |
Cheryl Smith DB Fitzpatrick & Co Inc. | 187 | $4,870.62 | $6,721.71 | $1,851.09 | 38.01% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 112,463 | $2.87M | $3.98M | $1.11M | 38.81% |
| WB William Bromley Innova Wealth Partners | 6,775 | $229,266 | $242,477.25 | $13,211.25 | 5.76% |