| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kyle P. Smith NewEdge Wealth LLC | 225,123 | $112.92M | $174.03M | $61.11M | 54.12% |
John Ledford FWG Holdings LLC | 11,773 | $5.02M | $9.14M | $4.12M | 82.21% |
Mack, Connie Clarity Financial LLC | 2,710 | $1.42M | $2.02M | $604,060.65 | 42.53% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 3,643 | $1.47M | $2.83M | $1.35M | 91.97% |
Jessica Clark Caerus Investment Advisors LLC | 16,900 | $8.28M | $13.12M | $4.84M | 58.46% |
| EBA Eagle Bay Advisors LLC Eagle Bay Advisors LLC | 1,570 | $1.01M | $1.17M | $164,605.67 | 16.33% |
Chris Williams Applied Capital LLC | 306 | $162,087.02 | $228,591.19 | $66,504.17 | 41.03% |
| KCM Kennicott Capital Management LLC Kennicott Capital Management LLC | 24,875 | $12.19M | $18.58M | $6.39M | 52.44% |
| CAL CSM Advisors LLC CSM Advisors LLC | 161,730 | $96.52M | $125.55M | $29.03M | 30.08% |
| GAG Goodman Advisory Group LLC Goodman Advisory Group LLC | 314 | $199,982.74 | $242,561.86 | $42,579.12 | 21.29% |
Carrie Delgott Wescott Financial Advisory Group LLC | 1,753 | $798,963.1 | $1.31M | $510,580.54 | 63.91% |
John Mezzasalma Mezzasalma Advisors LLC | 1,290 | $783,138.79 | $997,208.7 | $214,069.91 | 27.33% |
Ben Rothwell Keystone Financial Services | 961 | $507,499.52 | $738,586.16 | $231,086.64 | 45.53% |
Shad Lamm Keystone Wealth Services LLC | 15,615 | $7.28M | $12.02M | $4.74M | 65.17% |
| KT Kurt Threlfall NSI Retail Advisors LLC | 129,440 | $54.58M | $96.7M | $42.11M | 77.16% |
Alexandria Fry Dentgroup LLC | 3,068 | $1.72M | $2.29M | $572,818.66 | 33.32% |
Dipen Mehta Invst LLC | 12,299 | $7.33M | $9.55M | $2.22M | 30.25% |
Shawn M. McHugh WealthTrust Asset Management LLC | 550 | $324,338.7 | $410,866.52 | $86,527.82 | 26.68% |
Jason E. Archambault SK Wealth Management LLC | 2,758 | $1.64M | $2.13M | $488,853.62 | 29.78% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 58,423 | $38.08M | $44.9M | $6.82M | 17.9% |