| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joseph Castro Nuveen LLC | 7,703 | $1.82M | $1.89M | $70,798.37 | 3.88% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 2,145 | $445,588.64 | $513,019.65 | $67,431.01 | 15.13% |
Tina Tenret Tenret Co. LLC | 6,040 | $934,931.6 | $1.44M | $509,655.2 | 54.51% |
Suzanne Cross JTC Employer Solutions Trustee Ltd | 1,375 | $212,836.25 | $328,858.75 | $116,022.5 | 54.51% |
S. Hardy Taylor Heritage Investment Group Inc. | 1,033 | $204,595.98 | $247,062.61 | $42,466.63 | 20.76% |
| MWA Motive Wealth Advisors Motive Wealth Advisors | 70,324 | $11.99M | $16.82M | $4.83M | 40.33% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 3,042 | $676,846.58 | $727,555.14 | $50,708.56 | 7.49% |
Kevin B. Crawford JB Capital LLC | 3,330 | $604,813.99 | $796,436.1 | $191,622.11 | 31.68% |
Richard Slavik Newbridge Financial Services Group Inc. | 1,103 | $216,327.57 | $270,698.26 | $54,370.69 | 25.13% |
Jeffrey Dominguez Dominguez Wealth Management Solutions Inc. | 1,529 | $245,454.73 | $365,690.93 | $120,236.2 | 48.99% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 1,815 | $282,044.95 | $434,093.55 | $152,048.6 | 53.91% |
Kimberly Cappellano Private Wealth Asset Management LLC | 2,051 | $412,180.82 | $504,115.29 | $91,934.47 | 22.3% |
Sima Elimelech Activest Wealth Management | 91 | $19,999.98 | $21,764.47 | $1,764.49 | 8.82% |
Eddie Wilcox Rollins Financial Advisors LLC | 2,958 | $508,355.12 | $707,464.86 | $199,109.74 | 39.17% |
Andrew J. Swenson ARS Wealth Advisors Group LLC | 3,017 | $536,825.94 | $721,575.89 | $184,749.95 | 34.42% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 11,787 | $2.56M | $2.82M | $255,684.11 | 9.97% |
| WB William Bromley Innova Wealth Partners | 14,814 | $2.96M | $3.54M | $585,092.51 | 19.78% |
Robert Tutela Essex LLC | 5,962 | $1.1M | $1.43M | $323,864.12 | 29.39% |
Brian Baylis Bell Investment Advisors Inc. | 18,682 | $2.89M | $4.58M | $1.69M | 58.58% |
Kalon Hoard Holland Advisory Services Inc. | 1,500 | $257,625 | $358,755 | $101,130 | 39.25% |