| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeffery Yorg Focus Partners Advisor Solutions LLC | 26,355 | $1M | $1.16M | $156,260.51 | 15.57% |
Joseph Castro Nuveen LLC | 31,749 | $1.37M | $1.4M | $33,018.35 | 2.41% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 34,874 | $1.34M | $1.53M | $185,147.3 | 13.78% |
Kevin B. Crawford JB Capital LLC | 1.18M | $42.59M | $51.92M | $9.33M | 21.9% |
Kurt Van Dyken Lifeworks Advisors LLC | 9,333 | $338,516.2 | $409,252.05 | $70,735.85 | 20.9% |
| KC Kasey Cook Maripau Wealth Management LLC | 11,589 | $412,516.46 | $511,712.29 | $99,195.83 | 24.05% |
Ryan Charles Stout Theory Financial LLC | 43,363 | $1.55M | $1.92M | $368,032.19 | 23.79% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 19,311 | $763,680.21 | $852,966.87 | $89,286.66 | 11.69% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 72,492 | $2.7M | $3.2M | $499,084.15 | 18.47% |
Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 78,351 | $2.83M | $3.44M | $608,223.92 | 21.46% |
Taylor Jobe MKT Advisors LLC | 23,333 | $848,064.38 | $1.03M | $179,870.93 | 21.21% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 116 | $4,127.28 | $5,075 | $947.72 | 22.96% |
Clint Dunn Beaird Harris Wealth Management LLC | 784 | $33,798.24 | $34,245.12 | $446.88 | 1.32% |
| HGL Herbst Group LLC Herbst Group LLC | 5,000 | $215,550 | $220,224.99 | $4,674.99 | 2.17% |
Morgan Christen Spinnaker Investment Group LLC | 5,336 | $230,034.96 | $234,197.04 | $4,162.08 | 1.81% |
Jeremy Baltz Raleigh Capital Management Inc. | 16,782 | $603,086.06 | $732,534.3 | $129,448.24 | 21.46% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 10,345 | $368,904.78 | $453,783.42 | $84,878.64 | 23.01% |
Dalila Toledo Ascent Group LLC | 582,808 | $20.86M | $25.44M | $4.59M | 21.99% |
| EM Erin Mccann Simplicity Wealth LLC | 62,512 | $2.26M | $2.75M | $493,502.96 | 21.84% |
Patrick O'Connell Security Financial Services Inc. | 266,440 | $9.32M | $11.71M | $2.39M | 25.68% |