| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Matt Hunter Heartland Bank & Trust Co. | 783 | $205,083.36 | $231,940.26 | $26,856.9 | 13.1% |
Alexandria Fry Dentgroup LLC | 3,821 | $715,778.91 | $1.13M | $416,077.71 | 58.13% |
| DM Dipen Mehta Invst LLC | 1,653 | $357,984.14 | $489,651.66 | $131,667.52 | 36.78% |
| SMM Shawn M. McHugh WealthTrust Asset Management LLC | 5,307 | $1.37M | $1.57M | $203,098.89 | 14.84% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 75,826 | $17.89M | $22.46M | $4.57M | 25.57% |
Kasey Fegan Corsicana & Co. | 3,911 | $994,489.08 | $1.16M | $164,027.34 | 16.49% |
| TCL Therese C.D. Linden Bank of New Hampshire | 2,400 | $529,585.09 | $710,928 | $181,342.91 | 34.24% |
Bethany Wagner Level Financial Advisors | 11,031 | $2.72M | $3.27M | $544,030.43 | 19.97% |
Joseph Castro Nuveen LLC | 91,205 | $23.27M | $27.02M | $3.75M | 16.11% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 1,686 | $450,786.16 | $499,426.92 | $48,640.76 | 10.79% |
| SC Suzanne Cross JTC Employer Solutions Trustee Ltd | 925 | $208,384 | $274,003.5 | $65,619.5 | 31.49% |
| HT Hannah Tackett Penobscot Wealth Management | 2,247 | $459,339.05 | $665,606.34 | $206,267.29 | 44.91% |
| SHT S. Hardy Taylor Heritage Investment Group Inc. | 2,570 | $498,294.63 | $761,285.4 | $262,990.77 | 52.78% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 943 | $254,365.36 | $279,335.46 | $24,970.1 | 9.82% |
Katie Smith Delos Wealth Advisors LLC | 549 | $143,794.08 | $162,624.78 | $18,830.7 | 13.1% |
| RS Richard Slavik Newbridge Financial Services Group Inc. | 400 | $96,129.67 | $118,488 | $22,358.33 | 23.26% |
| JT Jarrett Topel Topel & Distasi Wealth Management LLC | 10,521 | $2.25M | $3.12M | $871,466.04 | 38.82% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 35 | $7,485.39 | $10,367.7 | $2,882.31 | 38.51% |
Kurt Van Dyken Lifeworks Advisors LLC | 1,750 | $419,862.74 | $518,385 | $98,522.26 | 23.47% |
| RH Rick Hurley Heirloom Wealth Management | 812 | $212,679.04 | $240,530.64 | $27,851.6 | 13.1% |