| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jessica Clark Caerus Investment Advisors LLC | 6,540 | $735,772.48 | $821,391.3 | $85,618.82 | 11.64% |
Shawn M. McHugh WealthTrust Asset Management LLC | 1,998 | $261,897.84 | $255,444.3 | -$6,453.54 | -2.46% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 17,388 | $1.6M | $2.2M | $595,443.2 | 37.13% |
Kasey Fegan Corsicana & Co. | 555 | $46,947.45 | $70,956.75 | $24,009.3 | 51.14% |
| YL Yosef Levy Y.D. More Investments Ltd. | 13 | $1,331.98 | $1,668.55 | $336.57 | 25.27% |
| TCL Therese C.D. Linden Bank of New Hampshire | 205 | $22,400.35 | $26,209.25 | $3,808.9 | 17% |
Joseph Castro Nuveen LLC | 5.73M | $630.61M | $703.85M | $73.25M | 11.62% |
William Jeffrey Draper Strategic Planning Group LLC | 45,985 | $6.04M | $5.88M | -$162,290.68 | -2.69% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 14,857 | $1.54M | $1.9M | $355,199.14 | 23% |
Kevin B. Crawford JB Capital LLC | 2,635 | $218,220.75 | $336,884.75 | $118,664 | 54.38% |
Richard Slavik Newbridge Financial Services Group Inc. | 1,901 | $230,556.16 | $238,756.09 | $8,199.93 | 3.56% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 423 | $43,399.8 | $54,080.55 | $10,680.75 | 24.61% |
Kurt Van Dyken Lifeworks Advisors LLC | 2,666 | $299,925 | $334,836.27 | $34,911.27 | 11.64% |
Adam J. Peck Riverwater Partners LLC | 1,845 | $209,555.92 | $231,722.77 | $22,166.85 | 10.58% |
Kimberly Cappellano Private Wealth Asset Management LLC | 1,246 | $136,128.5 | $153,058.64 | $16,930.14 | 12.44% |
Sima Elimelech Activest Wealth Management | 49 | $5,714.69 | $6,264.65 | $549.96 | 9.62% |
Christina Forster Pazienza Guardian Partners Inc. | 26,518 | $2.45M | $3.39M | $943,775.77 | 38.58% |
Andrew J. Swenson ARS Wealth Advisors Group LLC | 8,394 | $872,725.49 | $1.07M | $200,447.41 | 22.97% |
| WB William Bromley Innova Wealth Partners | 2,930 | $330,184.19 | $374,600.5 | $44,416.31 | 13.45% |
Brian Baylis Bell Investment Advisors Inc. | 374 | $41,706.94 | $47,023.02 | $5,316.08 | 12.75% |