| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CAL CSM Advisors LLC CSM Advisors LLC | 143,403 | $28.88M | $35.77M | $6.89M | 23.84% |
Matt Hunter Heartland Bank & Trust Co. | 21,482 | $4.31M | $5.34M | $1.03M | 23.88% |
Shad Lamm Keystone Wealth Services LLC | 3,399 | $501,824.54 | $828,676.2 | $326,851.66 | 65.13% |
Dipen Mehta Invst LLC | 2,618 | $520,536.46 | $653,060.1 | $132,523.64 | 25.46% |
Shawn M. McHugh WealthTrust Asset Management LLC | 5,289 | $768,053.33 | $1.33M | $559,168.33 | 72.8% |
Daniel Cesta Pinnacle Wealth Management Group Inc. | 4,719 | $567,526.79 | $1.18M | $616,659.07 | 108.66% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 39,485 | $8.48M | $9.63M | $1.15M | 13.52% |
Kasey Fegan Corsicana & Co. | 11,827 | $1.41M | $2.97M | $1.56M | 110.47% |
| YL Yosef Levy Y.D. More Investments Ltd. | 193 | $35,537.04 | $47,053.4 | $11,516.36 | 32.41% |
| TCL Therese C.D. Linden Bank of New Hampshire | 14,813 | $1.71M | $3.72M | $2M | 117.03% |
Joseph Castro Nuveen LLC | 9.51M | $2.02B | $2.36B | $335.73M | 16.6% |
Beatriz Gutierrez Junco CV Advisors LLC | 3,600 | $915,516 | $903,384 | -$12,132 | -1.33% |
| HP Hannah Perry Crestmont Private Wealth LLC | 818 | $208,025.58 | $201,260.71 | -$6,764.87 | -3.25% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 1,384 | $317,430.18 | $347,300.96 | $29,870.78 | 9.41% |
James D. King Lindenwold Advisors Inc. | 15,635 | $2.17M | $3.92M | $1.75M | 80.54% |
Spencer Rand Five Oceans Advisors | 3,640 | $501,869.34 | $913,421.6 | $411,552.26 | 82% |
S. Hardy Taylor Heritage Investment Group Inc. | 3,068 | $510,583.55 | $769,883.92 | $259,300.37 | 50.79% |
Kimberly Van Winkle Twelve Points Wealth Management LLC | 4,906 | $800,128.65 | $1.21M | $406,943.56 | 50.86% |
| MWA Motive Wealth Advisors Motive Wealth Advisors | 2,188 | $399,805.82 | $549,056.72 | $149,250.9 | 37.33% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 20,888 | $3.83M | $5.24M | $1.41M | 36.97% |