| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kyle P. Smith NewEdge Wealth LLC | 112,168 | $2.74M | $3.39M | $653,228.4 | 23.83% |
Mack, Connie Clarity Financial LLC | 12,945 | $296,791.03 | $392,621.85 | $95,830.82 | 32.29% |
Jonathan Guyton Cornerstone Wealth Advisors Inc. | 220,937 | $3.31M | $6.68M | $3.37M | 101.9% |
Shad Lamm Keystone Wealth Services LLC | 37,302 | $731,208.99 | $1.12M | $392,700.27 | 53.71% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 98,925 | $2.42M | $2.99M | $575,513.48 | 23.79% |
Bethany Wagner Level Financial Advisors | 7,870 | $236,100 | $238,461 | $2,361 | 1% |
Joseph Castro Nuveen LLC | 45,928 | $1.35M | $1.39M | $37,669 | 2.79% |
| HP Hannah Perry Crestmont Private Wealth LLC | 22,248 | $529,072.53 | $675,671.76 | $146,599.23 | 27.71% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 21,922 | $650,335.19 | $660,729.08 | $10,393.89 | 1.6% |
Tina Tenret Tenret Co. LLC | 177,987 | $3.99M | $5.34M | $1.34M | 33.6% |
William Jeffrey Draper Strategic Planning Group LLC | 9,581 | $205,975.13 | $290,639.63 | $84,664.5 | 41.1% |
Hannah Tackett Penobscot Wealth Management | 125,787 | $3.08M | $3.82M | $739,875.15 | 24.04% |
S. Hardy Taylor Heritage Investment Group Inc. | 35,289 | $668,238.93 | $1.07M | $402,076.44 | 60.17% |
| MWA Motive Wealth Advisors Motive Wealth Advisors | 18,016 | $312,217.28 | $545,884.8 | $233,667.52 | 74.84% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 27,224 | $679,869.76 | $817,808.96 | $137,939.2 | 20.29% |
Katie Smith Delos Wealth Advisors LLC | 13,422 | $344,140.08 | $404,673.3 | $60,533.22 | 17.59% |
| CCM Carmel Capital Management LLC Carmel Capital Management LLC | 7,200 | $211,896 | $215,496 | $3,600 | 1.7% |
Kevin B. Crawford JB Capital LLC | 7,140 | $210,130.2 | $215,413.8 | $5,283.6 | 2.51% |
Richard Slavik Newbridge Financial Services Group Inc. | 366 | $10,980 | $11,071.5 | $91.5 | 0.83% |
Kurt Van Dyken Lifeworks Advisors LLC | 29,289 | $700,162.86 | $882,770.46 | $182,607.6 | 26.08% |