| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jessica Clark Caerus Investment Advisors LLC | 2,063 | $683,186.86 | $782,762.01 | $99,575.15 | 14.58% |
Chris Williams Applied Capital LLC | 54,824 | $11.85M | $21M | $9.15M | 77.26% |
| KCM Kennicott Capital Management LLC Kennicott Capital Management LLC | 8,431 | $1.87M | $3.2M | $1.33M | 71.38% |
Erica Nortman Capitol Family Office Inc. | 130,889 | $30.97M | $49.73M | $18.76M | 60.58% |
Carrie Delgott Wescott Financial Advisory Group LLC | 16,557 | $4.72M | $6.27M | $1.55M | 32.81% |
John Mezzasalma Mezzasalma Advisors LLC | 1,643 | $483,091.91 | $622,697 | $139,605.09 | 28.9% |
Ben Rothwell Keystone Financial Services | 1,833 | $441,641.13 | $695,493.34 | $253,852.21 | 57.48% |
Matt Hunter Heartland Bank & Trust Co. | 18,072 | $5.8M | $6.86M | $1.06M | 18.27% |
Shad Lamm Keystone Wealth Services LLC | 4,006 | $1.05M | $1.52M | $465,270.53 | 44.19% |
Dipen Mehta Invst LLC | 153,853 | $42.49M | $57.36M | $14.87M | 34.98% |
Matthew Fong Seldon Capita LLP | 43,798 | $10.57M | $16.81M | $6.23M | 58.94% |
Daniel Cesta Pinnacle Wealth Management Group Inc. | 1,964 | $416,317.96 | $744,356 | $328,038.04 | 78.8% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 616,844 | $182.33M | $229.97M | $47.64M | 26.13% |
| YL Yosef Levy Y.D. More Investments Ltd. | 46 | $17,022 | $17,149.72 | $127.72 | 0.75% |
| TCL Therese C.D. Linden Bank of New Hampshire | 2,835 | $653,864.28 | $1.06M | $403,080.42 | 61.65% |
| DKK David K. Kruft Sageworth Trust Co. of South Dakota | 74,680 | $18.8M | $28.65M | $9.85M | 52.39% |
Bethany Wagner Level Financial Advisors | 22,080 | $4.63M | $8.37M | $3.74M | 80.65% |
Joseph Castro Nuveen LLC | 201,578 | $61.55M | $75.15M | $13.61M | 22.11% |
| JNM Jay Nelsen Myers Treynor Bancshares Inc. | 22,100 | $5.79M | $8.35M | $2.57M | 44.36% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 111,109 | $35.39M | $42.13M | $6.74M | 19.05% |