| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Dipen Mehta Invst LLC | 742 | $229,344.9 | $322,688.38 | $93,343.48 | 40.7% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 6,527 | $2.03M | $2.87M | $843,488.52 | 41.6% |
Kasey Fegan Corsicana & Co. | 16 | $4,515.2 | $6,964.16 | $2,448.96 | 54.24% |
| TCL Therese C.D. Linden Bank of New Hampshire | 1,272 | $310,158.1 | $552,251.52 | $242,093.42 | 78.05% |
Joseph Castro Nuveen LLC | 2.35M | $749.01M | $999.6M | $250.59M | 33.46% |
| HP Hannah Perry Crestmont Private Wealth LLC | 1,320 | $419,387.9 | $579,783.6 | $160,395.7 | 38.25% |
Spencer Rand Five Oceans Advisors | 931 | $221,539.61 | $407,814.5 | $186,274.89 | 84.08% |
S. Hardy Taylor Heritage Investment Group Inc. | 4,265 | $982,573.41 | $1.86M | $879,312.34 | 89.49% |
Kimberly Van Winkle Twelve Points Wealth Management LLC | 3,235 | $929,143.82 | $1.41M | $483,321.88 | 52.02% |
| MWA Motive Wealth Advisors Motive Wealth Advisors | 590 | $213,650.8 | $258,998.2 | $45,347.4 | 21.23% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 4,565 | $1.24M | $1.98M | $738,357.35 | 59.34% |
| HFR Herbert F. Reilly III HFR Wealth Management LLC | 37,596 | $9.21M | $16.56M | $7.35M | 79.78% |
| SK Samira Kadam Cherry Creek Investment Advisors Inc. | 772 | $219,729.19 | $337,008.88 | $117,279.69 | 53.37% |
Katie Smith Delos Wealth Advisors LLC | 18 | $6,518.16 | $7,833.42 | $1,315.26 | 20.18% |
Kevin B. Crawford JB Capital LLC | 555 | $181,657.05 | $241,580.4 | $59,923.35 | 32.99% |
Richard Slavik Newbridge Financial Services Group Inc. | 802 | $243,529.7 | $341,740.21 | $98,210.51 | 40.33% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 1,584 | $418,892.79 | $687,709.44 | $268,816.65 | 64.17% |
Kurt Van Dyken Lifeworks Advisors LLC | 1,801 | $469,412.64 | $783,407.98 | $313,995.34 | 66.89% |
| EJL Emery J. Levick US Asset Management LLC | 2,164 | $485,926.6 | $946,219.82 | $460,293.22 | 94.72% |
Kimberly Cappellano Private Wealth Asset Management LLC | 1,031 | $322,248.54 | $452,990.47 | $130,741.93 | 40.57% |