| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Shad Lamm Keystone Wealth Services LLC | 4,343 | $484,841.57 | $717,897.9 | $233,056.33 | 48.07% |
Alexandria Fry Dentgroup LLC | 3,803 | $424,228.24 | $615,933.92 | $191,705.68 | 45.19% |
Dipen Mehta Invst LLC | 3,362 | $387,337.09 | $559,840.24 | $172,503.15 | 44.54% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 65,154 | $8.98M | $10.77M | $1.79M | 19.92% |
Kasey Fegan Corsicana & Co. | 375 | $39,288.75 | $60,735 | $21,446.25 | 54.59% |
| TCL Therese C.D. Linden Bank of New Hampshire | 532 | $55,743.15 | $86,162.73 | $30,419.58 | 54.57% |
Joseph Castro Nuveen LLC | 3,389 | $535,412 | $562,777.34 | $27,365.34 | 5.11% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 6,659 | $904,758.66 | $1.08M | $173,733.05 | 19.2% |
Maree Sgro BG Investment Services Inc. | 8,078 | $1.13M | $1.34M | $200,788.91 | 17.7% |
Kimberly Van Winkle Twelve Points Wealth Management LLC | 2,033 | $228,094.8 | $336,725.79 | $108,630.99 | 47.63% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 9,476 | $1.5M | $1.53M | $37,240.78 | 2.49% |
Kevin B. Crawford JB Capital LLC | 1,966 | $281,762.64 | $318,413.38 | $36,650.74 | 13.01% |
Richard Slavik Newbridge Financial Services Group Inc. | 237 | $30,238.83 | $39,465.24 | $9,226.41 | 30.51% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 406 | $47,352.5 | $65,755.76 | $18,403.26 | 38.86% |
Kimberly Cappellano Private Wealth Asset Management LLC | 2,237 | $288,484 | $371,476.22 | $82,992.22 | 28.77% |
Eddie Wilcox Rollins Financial Advisors LLC | 107,802 | $13.63M | $17.46M | $3.83M | 28.07% |
Andrew J. Swenson ARS Wealth Advisors Group LLC | 1,874 | $241,184.61 | $303,513.06 | $62,328.45 | 25.84% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 1,985 | $235,663.55 | $321,490.62 | $85,827.07 | 36.42% |
Brian Baylis Bell Investment Advisors Inc. | 274 | $38,620.3 | $45,382.62 | $6,762.32 | 17.51% |
| KC Kasey Cook Maripau Wealth Management LLC | 2,982 | $437,245.92 | $495,190.92 | $57,945 | 13.25% |