| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
John Ledford FWG Holdings LLC | 2,729 | $635,386.29 | $1.22M | $583,466.98 | 91.83% |
| EBA Eagle Bay Advisors LLC Eagle Bay Advisors LLC | 481 | $347,763 | $214,829.03 | -$132,933.97 | -38.23% |
| CAL CSM Advisors LLC CSM Advisors LLC | 26,096 | $18.87M | $11.66M | -$7.21M | -38.23% |
Carrie Delgott Wescott Financial Advisory Group LLC | 962 | $249,851.62 | $429,658.06 | $179,806.44 | 71.97% |
John Mezzasalma Mezzasalma Advisors LLC | 2,067 | $259,843.94 | $923,184.21 | $663,340.27 | 255.28% |
Ben Rothwell Keystone Financial Services | 3,957 | $731,169.03 | $1.77M | $1.04M | 141.71% |
Matt Hunter Heartland Bank & Trust Co. | 2,937 | $683,658.47 | $1.31M | $628,093.84 | 91.87% |
Shad Lamm Keystone Wealth Services LLC | 641 | $463,443 | $286,289.83 | -$177,153.17 | -38.23% |
Dipen Mehta Invst LLC | 973 | $350,097.33 | $434,570.99 | $84,473.66 | 24.13% |
Matthew Fong Seldon Capita LLP | 1,125 | $205,953.75 | $484,453.12 | $278,499.37 | 135.22% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 10,463 | $2.99M | $4.46M | $1.47M | 49.03% |
| CPS Chow Pak Sun Gordian Capital Singapore Pte Ltd. | 2 | $683.58 | $893.26 | $209.68 | 30.67% |
Kasey Fegan Corsicana & Co. | 29 | $5,937.46 | $12,952.27 | $7,014.81 | 118.14% |
| YL Yosef Levy Y.D. More Investments Ltd. | 2,560 | $865,674.93 | $1.14M | $277,697.87 | 32.08% |
| TCL Therese C.D. Linden Bank of New Hampshire | 5,428 | $1.22M | $2.42M | $1.2M | 98.22% |
Joseph Castro Nuveen LLC | 6.11M | $1.03B | $2.73B | $1.7B | 164.52% |
Beatriz Gutierrez Junco CV Advisors LLC | 11,026 | $7.97M | $4.92M | -$3.05M | -38.23% |
| MJB Michael John Blaszczyk SRN Advisors LLC | 4,515 | $624,243.1 | $1.93M | $1.31M | 209.92% |
| MPM Mark P. Mennitt CenterBook Partners LP | 8,510 | $2.91M | $3.6M | $692,671.45 | 23.81% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 413 | $280,771.42 | $184,458.19 | -$96,313.23 | -34.3% |