| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jonathan Guyton Cornerstone Wealth Advisors Inc. | 119,824 | $5.89M | $6.97M | $1.08M | 18.33% |
Jessica Clark Caerus Investment Advisors LLC | 4,442 | $238,858.76 | $258,213.46 | $19,354.7 | 8.1% |
| EBA Eagle Bay Advisors LLC Eagle Bay Advisors LLC | 20,348 | $907,774 | $1.18M | $273,936.1 | 30.18% |
Chris Williams Applied Capital LLC | 161,113 | $7.54M | $9.37M | $1.83M | 24.26% |
Carrie Delgott Wescott Financial Advisory Group LLC | 8,606 | $386,762.1 | $499,793.45 | $113,031.35 | 29.23% |
Alexandria Fry Dentgroup LLC | 17,287 | $842,628.56 | $1M | $161,313.96 | 19.14% |
| DM Dipen Mehta Invst LLC | 139,819 | $6.36M | $8.12M | $1.76M | 27.64% |
Matthew Fong Seldon Capita LLP | 27,148 | $1.17M | $1.58M | $406,094.3 | 34.69% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 373,763 | $17.79M | $21.71M | $3.91M | 21.99% |
| YL Yosef Levy Y.D. More Investments Ltd. | 775 | $40,266.38 | $45,008.12 | $4,741.74 | 11.78% |
| TCL Therese C.D. Linden Bank of New Hampshire | 88,537 | $4.63M | $5.14M | $507,015.64 | 10.94% |
Bethany Wagner Level Financial Advisors | 118,209 | $5.97M | $6.86M | $898,488.47 | 15.06% |
Joseph Castro Nuveen LLC | 1.19M | $62.13M | $69.14M | $7M | 11.27% |
| JNM Jay Nelsen Myers Treynor Bancshares Inc. | 12,940 | $521,312.61 | $751,490.5 | $230,177.89 | 44.15% |
| HP Hannah Perry Crestmont Private Wealth LLC | 295,395 | $11.23M | $17.16M | $5.93M | 52.83% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 163,066 | $7.89M | $9.47M | $1.58M | 20.02% |
Mark Hansen Hansen & Associates Financial Group Inc. | 6,235 | $344,977.01 | $362,097.62 | $17,120.61 | 4.96% |
| TT Tina Tenret Tenret Co. LLC | 158,379 | $7.21M | $9.2M | $1.98M | 27.48% |
| SC Suzanne Cross JTC Employer Solutions Trustee Ltd | 8,020 | $435,566.2 | $465,761.5 | $30,195.3 | 6.93% |
| HT Hannah Tackett Penobscot Wealth Management | 236,983 | $10.56M | $13.76M | $3.2M | 30.27% |