| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeff Ameen Spire Wealth Management | 3,297 | $844,940.49 | $1.14M | $296,744.67 | 35.12% |
| DW Drew Waldron Canvas Wealth Advisors LLC | 3,481 | $962,764.87 | $1.21M | $244,358.9 | 25.38% |
| AL Acas LLC Acas LLC | 910 | $184,475.2 | $314,769 | $130,293.8 | 70.63% |
Jennifer Easley Gitterman Wealth Management LLC | 865 | $246,784.5 | $299,203.5 | $52,419 | 21.24% |
Kyle P. Smith NewEdge Wealth LLC | 78,036 | $19.25M | $26.98M | $7.73M | 40.17% |
| KCM Kennicott Capital Management LLC Kennicott Capital Management LLC | 70,189 | $15.04M | $24.34M | $9.3M | 61.81% |
| GAG Goodman Advisory Group LLC Goodman Advisory Group LLC | 777 | $199,712.31 | $268,647.75 | $68,935.44 | 34.52% |
Carrie Delgott Wescott Financial Advisory Group LLC | 3,781 | $941,528.56 | $1.31M | $365,752.19 | 38.85% |
| SL Shad Lamm Keystone Wealth Services LLC | 2,226 | $450,355.46 | $770,852.67 | $320,497.21 | 71.17% |
Alexandria Fry Dentgroup LLC | 4,907 | $1.05M | $1.7M | $642,348.07 | 60.93% |
| SMM Shawn M. McHugh WealthTrust Asset Management LLC | 3,427 | $712,712.23 | $1.18M | $472,173.02 | 66.25% |
Jason E. Archambault SK Wealth Management LLC | 1,091 | $280,860.86 | $377,213.25 | $96,352.39 | 34.31% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 7,571 | $1.96M | $2.62M | $660,310.3 | 33.66% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 2,419 | $660,473.08 | $837,651.32 | $177,178.24 | 26.83% |
| SHT S. Hardy Taylor Heritage Investment Group Inc. | 787 | $207,209.23 | $272,534.16 | $65,324.93 | 31.53% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 629 | $216,319.39 | $217,810.12 | $1,490.73 | 0.69% |
| JT Jarrett Topel Topel & Distasi Wealth Management LLC | 12,998 | $2.68M | $4.5M | $1.82M | 68.04% |
Kurt Van Dyken Lifeworks Advisors LLC | 9,017 | $2.57M | $3.12M | $555,305.67 | 21.63% |
Adam J. Peck Riverwater Partners LLC | 997 | $262,500.13 | $345,211.25 | $82,711.12 | 31.51% |
| KRB Kyle R. Bubeck Systelligence LLC | 5,234 | $1.65M | $1.79M | $142,888.2 | 8.67% |