| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
John Nowicki LCM Capital Management Inc. | 7,368 | $364,430.18 | $431,322.72 | $66,892.54 | 18.36% |
Kyle P. Smith NewEdge Wealth LLC | 480,584 | $23.06M | $28.18M | $5.11M | 22.17% |
Jonathan Guyton Cornerstone Wealth Advisors Inc. | 119,865 | $5.89M | $6.96M | $1.06M | 18.03% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 8,017 | $478,534.73 | $467,391.1 | -$11,143.63 | -2.33% |
Jessica Clark Caerus Investment Advisors LLC | 4,540 | $244,708.38 | $264,182.6 | $19,474.22 | 7.96% |
| EBA Eagle Bay Advisors LLC Eagle Bay Advisors LLC | 18,836 | $928,315.87 | $1.09M | $164,737.21 | 17.75% |
Chris Williams Applied Capital LLC | 172,430 | $8.21M | $10.12M | $1.9M | 23.18% |
Carrie Delgott Wescott Financial Advisory Group LLC | 8,493 | $381,549.41 | $495,141.9 | $113,592.49 | 29.77% |
Matt Hunter Heartland Bank & Trust Co. | 4,612 | $275,290.28 | $268,718.18 | -$6,572.1 | -2.39% |
Alexandria Fry Dentgroup LLC | 17,287 | $842,628.56 | $1.02M | $172,377.64 | 20.46% |
Dipen Mehta Invst LLC | 133,151 | $6.09M | $7.75M | $1.66M | 27.29% |
Matthew Fong Seldon Capita LLP | 27,148 | $1.17M | $1.59M | $422,383.1 | 36.08% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 379,782 | $18.15M | $22.28M | $4.12M | 22.72% |
| YL Yosef Levy Y.D. More Investments Ltd. | 896 | $47,475.33 | $51,959.04 | $4,483.71 | 9.44% |
| TCL Therese C.D. Linden Bank of New Hampshire | 89,577 | $4.7M | $5.2M | $497,181.88 | 10.58% |
Bethany Wagner Level Financial Advisors | 121,231 | $6.15M | $7.12M | $971,737.99 | 15.81% |
Joseph Castro Nuveen LLC | 1.07M | $56.87M | $63.24M | $6.37M | 11.2% |
| JNM Jay Nelsen Myers Treynor Bancshares Inc. | 12,940 | $521,312.61 | $759,189.8 | $237,877.19 | 45.63% |
| HP Hannah Perry Crestmont Private Wealth LLC | 302,361 | $11.64M | $17.77M | $6.12M | 52.61% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 165,992 | $8.06M | $9.66M | $1.6M | 19.8% |