| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
John Mezzasalma Mezzasalma Advisors LLC | 2,543 | $567,977.23 | $978,826.13 | $410,848.9 | 72.34% |
Ben Rothwell Keystone Financial Services | 3,710 | $676,456.83 | $1.43M | $751,559.27 | 111.1% |
Matt Hunter Heartland Bank & Trust Co. | 675 | $214,744.5 | $259,814.25 | $45,069.75 | 20.99% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 4,140 | $1.04M | $1.6M | $556,965.16 | 53.48% |
Kasey Fegan Corsicana & Co. | 9 | $2,863.26 | $3,474.81 | $611.55 | 21.36% |
Joseph Castro Nuveen LLC | 2M | $426.53M | $772.25M | $345.72M | 81.05% |
| MPM Mark P. Mennitt CenterBook Partners LP | 3,606 | $1.15M | $1.39M | $245,027.7 | 21.36% |
| SR Spencer Rand Five Oceans Advisors | 779 | $211,358.68 | $305,952.25 | $94,593.57 | 44.75% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 2,783 | $627,443.33 | $1.09M | $465,579.92 | 74.2% |
Katie Smith Delos Wealth Advisors LLC | 23 | $5,474.46 | $8,880.07 | $3,405.61 | 62.21% |
| RS Richard Slavik Newbridge Financial Services Group Inc. | 337 | $72,127.6 | $131,155.34 | $59,027.74 | 81.84% |
Kurt Van Dyken Lifeworks Advisors LLC | 1,009 | $199,746.44 | $390,462.82 | $190,716.38 | 95.48% |
Adam J. Peck Riverwater Partners LLC | 1,627 | $334,584.43 | $629,616.46 | $295,032.03 | 88.18% |
| EJL Emery J. Levick US Asset Management LLC | 6,284 | $1.12M | $2.43M | $1.31M | 116.8% |
Kimberly Cappellano Private Wealth Asset Management LLC | 1,376 | $277,463.15 | $532,484.48 | $255,021.33 | 91.91% |
| SE Sima Elimelech Activest Wealth Management | 166 | $48,936.87 | $63,167.98 | $14,231.11 | 29.08% |
| RWA Roberts Wealth Advisors LLC Roberts Wealth Advisors LLC | 1,579 | $314,370.19 | $609,636.11 | $295,265.92 | 93.92% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 2,033 | $526,273.13 | $786,730.34 | $260,457.21 | 49.49% |
Brian Baylis Bell Investment Advisors Inc. | 475 | $89,545.31 | $184,862.87 | $95,317.56 | 106.45% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 98,279 | $28.39M | $38.03M | $9.64M | 33.95% |