| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Donna Rittershausen Koss-Olinger Consulting LLC | 12.81M | $298.6M | $390.85M | $92.25M | 30.9% |
Kyle P. Smith NewEdge Wealth LLC | 112,168 | $2.74M | $3.42M | $681,831.24 | 24.88% |
Mack, Connie Clarity Financial LLC | 12,945 | $296,791.03 | $381,100.8 | $84,309.77 | 28.41% |
Jonathan Guyton Cornerstone Wealth Advisors Inc. | 220,937 | $3.31M | $6.5M | $3.19M | 96.52% |
Shad Lamm Keystone Wealth Services LLC | 37,302 | $731,208.99 | $1.1M | $366,961.89 | 50.19% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 98,925 | $2.42M | $2.91M | $493,395.84 | 20.4% |
Joseph Castro Nuveen LLC | 45,928 | $1.35M | $1.4M | $50,069.56 | 3.7% |
| HP Hannah Perry Crestmont Private Wealth LLC | 22,248 | $529,072.53 | $679,008.96 | $149,936.43 | 28.34% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 12,881 | $379,099 | $379,216.64 | $117.64 | 0.03% |
Tina Tenret Tenret Co. LLC | 177,987 | $3.99M | $5.24M | $1.25M | 31.2% |
William Jeffrey Draper Strategic Planning Group LLC | 9,581 | $205,975.13 | $282,064.64 | $76,089.51 | 36.94% |
Hannah Tackett Penobscot Wealth Management | 125,787 | $3.08M | $3.7M | $625,408.98 | 20.32% |
S. Hardy Taylor Heritage Investment Group Inc. | 35,289 | $668,238.93 | $1.04M | $370,669.23 | 55.47% |
| MWA Motive Wealth Advisors Motive Wealth Advisors | 18,016 | $312,217.28 | $530,391.04 | $218,173.76 | 69.88% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 27,224 | $679,869.76 | $801,474.56 | $121,604.8 | 17.89% |
Katie Smith Delos Wealth Advisors LLC | 13,422 | $344,140.08 | $411,250.08 | $67,110 | 19.5% |
| CCM Carmel Capital Management LLC Carmel Capital Management LLC | 7,200 | $211,896 | $211,968 | $72 | 0.03% |
Kevin B. Crawford JB Capital LLC | 7,140 | $210,130.2 | $210,201.6 | $71.4 | 0.03% |
Kurt Van Dyken Lifeworks Advisors LLC | 29,289 | $700,162.86 | $897,414.96 | $197,252.1 | 28.17% |
Kimberly Cappellano Private Wealth Asset Management LLC | 11 | $282 | $335.72 | $53.72 | 19.05% |