| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jessica Clark Caerus Investment Advisors LLC | 2,063 | $683,186.86 | $791,882.57 | $108,695.71 | 15.91% |
Chris Williams Applied Capital LLC | 54,824 | $11.85M | $20.19M | $8.34M | 70.38% |
| KCM Kennicott Capital Management LLC Kennicott Capital Management LLC | 8,431 | $1.87M | $3.1M | $1.24M | 66.08% |
Erica Nortman Capitol Family Office Inc. | 130,889 | $30.97M | $48.19M | $17.22M | 55.61% |
Carrie Delgott Wescott Financial Advisory Group LLC | 16,557 | $4.72M | $6.1M | $1.38M | 29.19% |
John Mezzasalma Mezzasalma Advisors LLC | 1,643 | $483,091.91 | $627,264.54 | $144,172.63 | 29.84% |
Ben Rothwell Keystone Financial Services | 1,833 | $441,641.13 | $695,898.43 | $254,257.3 | 57.57% |
Matt Hunter Heartland Bank & Trust Co. | 18,072 | $5.8M | $6.9M | $1.1M | 19.02% |
Shad Lamm Keystone Wealth Services LLC | 4,006 | $1.05M | $1.53M | $476,126.79 | 45.22% |
Dipen Mehta Invst LLC | 153,853 | $42.49M | $59.06M | $16.56M | 38.98% |
Matthew Fong Seldon Capita LLP | 43,798 | $10.57M | $16.81M | $6.24M | 58.98% |
Daniel Cesta Pinnacle Wealth Management Group Inc. | 1,964 | $416,317.96 | $723,164.42 | $306,846.46 | 73.7% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 616,844 | $182.33M | $234.18M | $51.85M | 28.44% |
| YL Yosef Levy Y.D. More Investments Ltd. | 46 | $17,022 | $17,558.66 | $536.66 | 3.15% |
| TCL Therese C.D. Linden Bank of New Hampshire | 2,835 | $653,864.28 | $1.04M | $390,011.04 | 59.65% |
| DKK David K. Kruft Sageworth Trust Co. of South Dakota | 74,680 | $18.8M | $27.5M | $8.7M | 46.26% |
Bethany Wagner Level Financial Advisors | 22,080 | $4.63M | $8.13M | $3.5M | 75.5% |
Joseph Castro Nuveen LLC | 201,578 | $61.55M | $76.93M | $15.38M | 24.99% |
| JNM Jay Nelsen Myers Treynor Bancshares Inc. | 22,100 | $5.79M | $8.14M | $2.35M | 40.61% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 111,109 | $35.39M | $40.91M | $5.53M | 15.61% |