| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| EBA Eagle Bay Advisors LLC Eagle Bay Advisors LLC | 3,174 | $348,019.99 | $507,840 | $159,820.01 | 45.92% |
Carrie Delgott Wescott Financial Advisory Group LLC | 2,444 | $268,340.77 | $390,673.4 | $122,332.63 | 45.59% |
John Mezzasalma Mezzasalma Advisors LLC | 2,504 | $229,811.19 | $400,264.4 | $170,453.21 | 74.17% |
Matt Hunter Heartland Bank & Trust Co. | 6,413 | $949,765.3 | $1.03M | $75,352.75 | 7.93% |
| SL Shad Lamm Keystone Wealth Services LLC | 4,370 | $487,763.24 | $699,200 | $211,436.76 | 43.35% |
Alexandria Fry Dentgroup LLC | 3,803 | $424,228.24 | $607,909.55 | $183,681.31 | 43.3% |
| DM Dipen Mehta Invst LLC | 3,362 | $387,337.09 | $537,920 | $150,582.91 | 38.88% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 55,615 | $7.47M | $8.9M | $1.42M | 19.06% |
Kasey Fegan Corsicana & Co. | 375 | $39,288.75 | $60,000 | $20,711.25 | 52.72% |
| TCL Therese C.D. Linden Bank of New Hampshire | 532 | $55,743.15 | $85,167.88 | $29,424.73 | 52.79% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 5,045 | $649,695.03 | $808,108.1 | $158,413.07 | 24.38% |
Maree Sgro BG Investment Services Inc. | 7,472 | $1.04M | $1.2M | $156,706.97 | 15.09% |
Kimberly Van Winkle Twelve Points Wealth Management LLC | 2,033 | $228,094.8 | $325,280 | $97,185.2 | 42.61% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 9,476 | $1.5M | $1.52M | $20,373.41 | 1.36% |
Kevin B. Crawford JB Capital LLC | 1,834 | $260,902.68 | $293,311.62 | $32,408.94 | 12.42% |
| RS Richard Slavik Newbridge Financial Services Group Inc. | 237 | $30,238.83 | $37,926.64 | $7,687.81 | 25.42% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 406 | $47,352.5 | $64,931.58 | $17,579.08 | 37.12% |
Kimberly Cappellano Private Wealth Asset Management LLC | 2,237 | $288,484 | $357,763.41 | $69,279.41 | 24.01% |
| EW Eddie Wilcox Rollins Financial Advisors LLC | 107,802 | $13.63M | $17.25M | $3.62M | 26.52% |
Andrew J. Swenson ARS Wealth Advisors Group LLC | 1,874 | $241,184.61 | $300,027.4 | $58,842.79 | 24.4% |