| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeffery Yorg Focus Partners Advisor Solutions LLC | 65,475 | $7.56M | $12.63M | $5.07M | 67.06% |
Katie Smith Delos Wealth Advisors LLC | 942 | $133,942.98 | $192,243.36 | $58,300.38 | 43.53% |
| KRB Kyle R. Bubeck Systelligence LLC | 78,932 | $15.77M | $15.09M | -$684,340.44 | -4.34% |
Rick Hurley Heirloom Wealth Management | 7,743 | $1.1M | $1.48M | $379,019.85 | 34.43% |
Brian Baylis Bell Investment Advisors Inc. | 3,641 | $371,275.75 | $719,570.83 | $348,295.08 | 93.81% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 342 | $33,153.5 | $65,369.88 | $32,216.38 | 97.17% |
J. Adam Causey Jackson Thornton Wealth Management LLC | 24,537 | $2.66M | $4.73M | $2.08M | 78.06% |
Stanley D. Royer Claris Advisors LLC / Mo / | 12,798 | $1.45M | $2.45M | $996,507.72 | 68.74% |
Matt Shibata Morling Financial Advisors LLC | 181 | $36,165.61 | $34,916.71 | -$1,248.9 | -3.45% |
Jaclyn Gilbert SAXON INTERESTS Inc. | 13,828 | $1.89M | $2.77M | $878,492.84 | 46.46% |
| NCM NCM Capital Management LLC NCM Capital Management LLC | 12,376 | $1.33M | $2.53M | $1.2M | 89.96% |
Nabeed Zaman Eagle Strategies LLC | 18,019 | $1.88M | $3.44M | $1.57M | 83.6% |
Adam K. Wright Kathleen S. Wright Associates Inc. | 7 | $573.02 | $1,337.98 | $764.96 | 133.5% |
Clint Dunn Beaird Harris Wealth Management LLC | 11,332 | $1.03M | $2.17M | $1.13M | 109.72% |
Penny A. Phillips Journey Strategic Wealth LLC | 8,679 | $897,929.34 | $1.66M | $760,974.72 | 84.75% |
Kathryn Brown Morton Brown Family Wealth LLC | 19 | $1,922.04 | $3,631.66 | $1,709.62 | 88.95% |
Eric Lai Archvest Wealth Advisors Inc. | 3,806 | $463,902.54 | $727,478.84 | $263,576.3 | 56.82% |
Kathleen Thornhill Confluence Wealth Services Inc. | 2,508 | $238,133.66 | $479,379.12 | $241,245.46 | 101.31% |
Brenda Bickle Adamsbrown Wealth Consultants LLC | 1,405 | $280,733.05 | $268,551.7 | -$12,181.35 | -4.34% |
Jeremy Baltz Raleigh Capital Management Inc. | 983 | $152,910.13 | $187,890.62 | $34,980.49 | 22.88% |