| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kyle P. Smith NewEdge Wealth LLC | 29,932 | $1.43M | $1.68M | $255,894.66 | 17.95% |
Mack, Connie Clarity Financial LLC | 5,203 | $221,563.09 | $292,280.09 | $70,717 | 31.92% |
| HE Hafeez Esmail Main Management Fund Advisors LLC | 731,100 | $32.69M | $41.07M | $8.38M | 25.64% |
Arthur Mallet Regency Capital Management Inc.\DE | 149,652 | $9.17M | $8.41M | -$760,935.52 | -8.3% |
| SL Shad Lamm Keystone Wealth Services LLC | 13,921 | $770,745.56 | $781,037.7 | $10,292.14 | 1.34% |
| DM Dipen Mehta Invst LLC | 14,636 | $653,790.12 | $821,152.78 | $167,362.66 | 25.6% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 15,162 | $692,660.14 | $850,664.01 | $158,003.87 | 22.81% |
Kasey Fegan Corsicana & Co. | 175 | $4,714.5 | $9,818.37 | $5,103.87 | 108.26% |
| YL Yosef Levy Y.D. More Investments Ltd. | 2,154 | $92,255.82 | $120,850.17 | $28,594.35 | 30.99% |
| TCL Therese C.D. Linden Bank of New Hampshire | 49,439 | $1.53M | $2.84M | $1.31M | 85.76% |
| JNM Jay Nelsen Myers Treynor Bancshares Inc. | 35,940 | $1.54M | $2.02M | $476,644.44 | 30.96% |
Mark Hansen Hansen & Associates Financial Group Inc. | 69,169 | $3.74M | $3.88M | $138,482.71 | 3.7% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 7,076 | $433,475.76 | $402,978.2 | -$30,497.56 | -7.04% |
Katie Smith Delos Wealth Advisors LLC | 1,322 | $56,066.02 | $74,170.81 | $18,104.79 | 32.29% |
Justin Ericksen Blue Barn Wealth LLC | 5,570 | $242,781.84 | $312,504.85 | $69,723.01 | 28.72% |
| RS Richard Slavik Newbridge Financial Services Group Inc. | 1,492 | $66,707.32 | $83,589.3 | $16,881.98 | 25.31% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 11,538 | $502,851.36 | $647,051.04 | $144,199.68 | 28.68% |
Kurt Van Dyken Lifeworks Advisors LLC | 8,268 | $374,347.34 | $463,669.44 | $89,322.1 | 23.86% |
Kimberly Cappellano Private Wealth Asset Management LLC | 20,454 | $955,084.22 | $1.15M | $191,976.1 | 20.1% |
| SE Sima Elimelech Activest Wealth Management | 46,617 | $2.25M | $2.63M | $383,162.92 | 17.02% |