| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kyle P. Smith NewEdge Wealth LLC | 283,847 | $15.92M | $25.37M | $9.45M | 59.38% |
John Ledford FWG Holdings LLC | 361,064 | $24.31M | $32.26M | $7.96M | 32.74% |
Mack, Connie Clarity Financial LLC | 12,144 | $678,337.4 | $1.03M | $356,331.4 | 52.53% |
Jonathan Guyton Cornerstone Wealth Advisors Inc. | 611,057 | $27.57M | $52.06M | $24.49M | 88.85% |
| EBA Eagle Bay Advisors LLC Eagle Bay Advisors LLC | 16,032 | $944,248.2 | $1.37M | $421,678.2 | 44.66% |
| KCM Kennicott Capital Management LLC Kennicott Capital Management LLC | 264,765 | $15.65M | $22.56M | $6.91M | 44.17% |
| CAL CSM Advisors LLC CSM Advisors LLC | 1.22M | $74.43M | $109.42M | $34.99M | 47.02% |
| GAG Goodman Advisory Group LLC Goodman Advisory Group LLC | 27,137 | $1.98M | $2.41M | $428,764.6 | 21.62% |
Carrie Delgott Wescott Financial Advisory Group LLC | 66,798 | $3.2M | $5.69M | $2.49M | 77.76% |
John Mezzasalma Mezzasalma Advisors LLC | 70,532 | $5.63M | $6.3M | $672,006 | 11.93% |
Shad Lamm Keystone Wealth Services LLC | 10,178 | $620,823.18 | $867,165.6 | $246,342.42 | 39.68% |
| KT Kurt Threlfall NSI Retail Advisors LLC | 1.24M | $59.31M | $105.71M | $46.4M | 78.24% |
Alexandria Fry Dentgroup LLC | 103,374 | $5.38M | $8.81M | $3.43M | 63.72% |
Dipen Mehta Invst LLC | 6,797 | $477,539.84 | $607,345.93 | $129,806.09 | 27.18% |
Jason E. Archambault SK Wealth Management LLC | 18,237 | $1.17M | $1.62M | $453,669.24 | 38.87% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 266,619 | $16.98M | $23.64M | $6.66M | 39.19% |
Kasey Fegan Corsicana & Co. | 1,734 | $139,917.96 | $147,736.8 | $7,818.84 | 5.59% |
| TCL Therese C.D. Linden Bank of New Hampshire | 12,806 | $722,549.78 | $1.09M | $368,521.42 | 51% |
Ryan Sanford Elevation Capital Advisory LLC | 94,735 | $8.16M | $8.07M | -$89,050.9 | -1.09% |
Bethany Wagner Level Financial Advisors | 176,907 | $12.55M | $15.07M | $2.52M | 20.12% |