| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kasey Fegan Corsicana & Co. | 36 | $12,049.11 | $11,352.96 | -$696.15 | -5.78% |
| YL Yosef Levy Y.D. More Investments Ltd. | 1,026 | $281,240.53 | $321,127.74 | $39,887.21 | 14.18% |
| TCL Therese C.D. Linden Bank of New Hampshire | 8,113 | $1.91M | $2.54M | $632,588.62 | 33.16% |
Joseph Castro Nuveen LLC | 5.19M | $1.44B | $1.59B | $153.14M | 10.64% |
Beatriz Gutierrez Junco CV Advisors LLC | 5,635 | $1.91M | $1.79M | -$117,038.95 | -6.14% |
| MJB Michael John Blaszczyk SRN Advisors LLC | 1,764 | $466,294.67 | $553,640.22 | $87,345.55 | 18.73% |
| MPM Mark P. Mennitt CenterBook Partners LP | 3,376 | $1.17M | $1.06M | -$108,752.02 | -9.33% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 1,135 | $405,486.52 | $357,315.02 | -$48,171.5 | -11.88% |
Suzanne Cross JTC Employer Solutions Trustee Ltd | 22,500 | $3.77M | $7.1M | $3.33M | 88.24% |
Spencer Rand Five Oceans Advisors | 1,366 | $198,281.64 | $436,109.16 | $237,827.52 | 119.94% |
| TH Teodora Harrop Border to Coast Pensions Partnership Ltd | 168,399 | $26.38M | $52.83M | $26.46M | 100.31% |
S. Hardy Taylor Heritage Investment Group Inc. | 1,752 | $308,559.84 | $556,960.8 | $248,400.96 | 80.5% |
Kimberly Van Winkle Twelve Points Wealth Management LLC | 4,597 | $747,978.1 | $1.46M | $712,672.68 | 95.28% |
| MWA Motive Wealth Advisors Motive Wealth Advisors | 782 | $249,805.19 | $245,450.25 | -$4,354.94 | -1.74% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 5,987 | $1.61M | $1.88M | $267,629.25 | 16.63% |
Katie Smith Delos Wealth Advisors LLC | 68 | $23,001 | $21,441.08 | -$1,559.92 | -6.78% |
Kevin B. Crawford JB Capital LLC | 1,097 | $326,233.8 | $346,959.16 | $20,725.36 | 6.35% |
Richard Slavik Newbridge Financial Services Group Inc. | 4,152 | $1.27M | $1.27M | -$149.4 | -0.01% |
| BO Brian Oliveira Clear Street Group Inc. | 2,044 | $667,810.25 | $642,551.84 | -$25,258.41 | -3.78% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 1,297 | $210,090.37 | $406,142.58 | $196,052.21 | 93.32% |