| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Timothy J. Dolan GP Brinson Investments LLC | 643,764 | $30.26M | $44.92M | $14.66M | 48.43% |
Donna Rittershausen Koss-Olinger Consulting LLC | 16,052 | $1.03M | $1.13M | $97,556.87 | 9.47% |
Kyle P. Smith NewEdge Wealth LLC | 1.61M | $99.6M | $112.81M | $13.21M | 13.26% |
Mack, Connie Clarity Financial LLC | 4,486 | $271,649.69 | $315,119.07 | $43,469.38 | 16% |
Jonathan Guyton Cornerstone Wealth Advisors Inc. | 424,087 | $22.16M | $29.63M | $7.48M | 33.74% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 4,920 | $286,764.99 | $345,580.8 | $58,815.81 | 20.51% |
Jessica Clark Caerus Investment Advisors LLC | 4,032 | $241,597.44 | $282,804.48 | $41,207.04 | 17.06% |
| EBA Eagle Bay Advisors LLC Eagle Bay Advisors LLC | 32,704 | $1.95M | $2.29M | $336,855.19 | 17.29% |
Chris Williams Applied Capital LLC | 357,083 | $17.61M | $24.91M | $7.3M | 41.48% |
| CAL CSM Advisors LLC CSM Advisors LLC | 294,443 | $14.83M | $20.65M | $5.82M | 39.22% |
Carrie Delgott Wescott Financial Advisory Group LLC | 84,248 | $4.04M | $5.92M | $1.87M | 46.31% |
Matt Hunter Heartland Bank & Trust Co. | 17,874 | $1.15M | $1.25M | $109,567.62 | 9.57% |
Alexandria Fry Dentgroup LLC | 13,618 | $688,807.29 | $955,234.61 | $266,427.32 | 38.68% |
Dipen Mehta Invst LLC | 172,171 | $10.76M | $12.08M | $1.32M | 12.32% |
Matthew Fong Seldon Capita LLP | 149,017 | $7.61M | $10.4M | $2.79M | 36.64% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 911,024 | $46.84M | $63.88M | $17.04M | 36.38% |
Kasey Fegan Corsicana & Co. | 279 | $14,374.08 | $19,566.27 | $5,192.19 | 36.12% |
| TCL Therese C.D. Linden Bank of New Hampshire | 100,405 | $5.19M | $6.98M | $1.79M | 34.54% |
| DKK David K. Kruft Sageworth Trust Co. of South Dakota | 108,932 | $6.82M | $7.6M | $785,460.65 | 11.52% |
Bethany Wagner Level Financial Advisors | 390,155 | $19.45M | $27.38M | $7.93M | 40.76% |