| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Matthew Fong Seldon Capita LLP | 149,017 | $7.61M | $10.97M | $3.36M | 44.12% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 911,024 | $46.84M | $64.34M | $17.5M | 37.35% |
Kasey Fegan Corsicana & Co. | 279 | $14,374.08 | $19,702.98 | $5,328.9 | 37.07% |
| TCL Therese C.D. Linden Bank of New Hampshire | 102,290 | $5.29M | $7.22M | $1.94M | 36.6% |
| DKK David K. Kruft Sageworth Trust Co. of South Dakota | 108,932 | $6.82M | $7.69M | $876,963.53 | 12.87% |
Bethany Wagner Level Financial Advisors | 485,706 | $24.33M | $34.3M | $9.97M | 41% |
Joseph Castro Nuveen LLC | 143,957 | $8.22M | $10.44M | $2.21M | 26.92% |
| HP Hannah Perry Crestmont Private Wealth LLC | 345,012 | $16.35M | $25.15M | $8.8M | 53.79% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 363,090 | $22.09M | $25.64M | $3.55M | 16.09% |
Mark Hansen Hansen & Associates Financial Group Inc. | 20,033 | $1.26M | $1.41M | $150,324.44 | 11.89% |
Tina Tenret Tenret Co. LLC | 498,789 | $24.74M | $35.22M | $10.49M | 42.39% |
Hannah Tackett Penobscot Wealth Management | 631,743 | $31.01M | $44.61M | $13.6M | 43.86% |
Spencer Rand Five Oceans Advisors | 30,043 | $1.47M | $2.12M | $650,948.36 | 44.26% |
S. Hardy Taylor Heritage Investment Group Inc. | 30,999 | $1.52M | $2.19M | $668,104.8 | 43.92% |
Kimberly Van Winkle Twelve Points Wealth Management LLC | 16,480 | $820,761.68 | $1.2M | $380,465.52 | 46.36% |
| MWA Motive Wealth Advisors Motive Wealth Advisors | 353,513 | $17.37M | $24.97M | $7.6M | 43.75% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 7,473 | $319,213.57 | $527,743.26 | $208,529.69 | 65.33% |
| SK Samira Kadam Cherry Creek Investment Advisors Inc. | 9,131 | $453,976.67 | $644,831.22 | $190,854.55 | 42.04% |
Katie Smith Delos Wealth Advisors LLC | 4,602 | $295,118.43 | $338,661.18 | $43,542.75 | 14.75% |
Kevin B. Crawford JB Capital LLC | 4,511 | $248,228.99 | $318,566.82 | $70,337.83 | 28.34% |