| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Melissa Tiscareno Bradley & Co. Private Wealth Management LLC | 969 | $190,117.8 | $210,495.87 | $20,378.07 | 10.72% |
Kyle P. Smith NewEdge Wealth LLC | 248,233 | $35.91M | $53.93M | $18.02M | 50.18% |
John Ledford FWG Holdings LLC | 124,166 | $19.07M | $26.97M | $7.9M | 41.4% |
Mack, Connie Clarity Financial LLC | 3,370 | $661,194 | $732,065.1 | $70,871.1 | 10.72% |
Jonathan Guyton Cornerstone Wealth Advisors Inc. | 173,329 | $23.52M | $37.65M | $14.13M | 60.1% |
Chris Williams Applied Capital LLC | 2,062 | $308,429.32 | $447,928.26 | $139,498.94 | 45.23% |
| KCM Kennicott Capital Management LLC Kennicott Capital Management LLC | 15,259 | $2.25M | $3.32M | $1.07M | 47.34% |
| CAL CSM Advisors LLC CSM Advisors LLC | 367,088 | $62.93M | $79.74M | $16.81M | 26.72% |
| EN Erica Nortman Capitol Family Office Inc. | 715 | $123,509.1 | $155,319.45 | $31,810.35 | 25.76% |
Carrie Delgott Wescott Financial Advisory Group LLC | 22,550 | $3.34M | $4.9M | $1.56M | 46.64% |
| SL Shad Lamm Keystone Wealth Services LLC | 8,633 | $1.45M | $1.88M | $429,139.79 | 29.65% |
| KT Kurt Threlfall NSI Retail Advisors LLC | 354,498 | $49.84M | $77.01M | $27.17M | 54.51% |
Alexandria Fry Dentgroup LLC | 20,212 | $2.9M | $4.39M | $1.49M | 51.56% |
| DM Dipen Mehta Invst LLC | 91,317 | $17.65M | $19.85M | $2.2M | 12.47% |
Jason E. Archambault SK Wealth Management LLC | 1,932 | $337,359.92 | $419,688.36 | $82,328.44 | 24.4% |
Daniel Cesta Pinnacle Wealth Management Group Inc. | 1,145 | $202,367.3 | $250,297.01 | $47,929.71 | 23.68% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 91,982 | $15.19M | $19.99M | $4.8M | 31.6% |
Kasey Fegan Corsicana & Co. | 708 | $118,404.58 | $153,890.88 | $35,486.3 | 29.97% |
| YL Yosef Levy Y.D. More Investments Ltd. | 166 | $25,550.46 | $36,081.76 | $10,531.3 | 41.22% |
| TCL Therese C.D. Linden Bank of New Hampshire | 1,618 | $228,461.19 | $352,869.62 | $124,408.43 | 54.45% |