| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeff Ameen Spire Wealth Management | 5,339 | $1.2M | $1.54M | $340,486.49 | 28.45% |
Drew Waldron Canvas Wealth Advisors LLC | 11,508 | $2.58M | $3.28M | $701,702.11 | 27.18% |
| AL Acas LLC Acas LLC | 3,755 | $772,409.98 | $1.08M | $304,444.04 | 39.41% |
| SMM Stephen Michael Mangold Tectonic Advisors LLC | 81,125 | $17.03M | $23.15M | $6.12M | 35.93% |
Jason Kaplan Howard Capital Management Group LLC | 111,074 | $24.92M | $31.58M | $6.66M | 26.71% |
Donna Rittershausen Koss-Olinger Consulting LLC | 1,004 | $226,237.02 | $288,660.04 | $62,423.02 | 27.59% |
Kyle P. Smith NewEdge Wealth LLC | 117,108 | $25.71M | $33.55M | $7.83M | 30.47% |
Jonathan Guyton Cornerstone Wealth Advisors Inc. | 5,498 | $1.19M | $1.56M | $375,224.45 | 31.59% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 6,617 | $1.34M | $1.89M | $555,213.41 | 41.52% |
| EBA Eagle Bay Advisors LLC Eagle Bay Advisors LLC | 1,520 | $339,701.72 | $432,166.4 | $92,464.68 | 27.22% |
| KCM Kennicott Capital Management LLC Kennicott Capital Management LLC | 4,859 | $966,406.51 | $1.38M | $415,104.37 | 42.95% |
| CAL CSM Advisors LLC CSM Advisors LLC | 27,044 | $6.49M | $7.7M | $1.21M | 18.72% |
Carrie Delgott Wescott Financial Advisory Group LLC | 2,192 | $468,209.96 | $628,556 | $160,346.04 | 34.25% |
Ben Rothwell Keystone Financial Services | 2,128 | $480,972.5 | $614,013.12 | $133,040.62 | 27.66% |
Matt Hunter Heartland Bank & Trust Co. | 775 | $202,988 | $222,014.25 | $19,026.25 | 9.37% |
Alexandria Fry Dentgroup LLC | 3,821 | $715,778.91 | $1.1M | $380,002.5 | 53.09% |
Dipen Mehta Invst LLC | 1,990 | $460,135.58 | $567,229.6 | $107,094.02 | 23.27% |
Shawn M. McHugh WealthTrust Asset Management LLC | 5,330 | $1.38M | $1.53M | $158,541.29 | 11.52% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 100,534 | $25.38M | $28.79M | $3.42M | 13.47% |
Kasey Fegan Corsicana & Co. | 4,432 | $1.15M | $1.26M | $111,769.08 | 9.7% |