| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TCL Therese C.D. Linden Bank of New Hampshire | 51,999 | $2.15M | $2.67M | $521,428.53 | 24.24% |
Joseph Castro Nuveen LLC | 24.82M | $1.04B | $1.28B | $238.18M | 22.96% |
Beatriz Gutierrez Junco CV Advisors LLC | 76,674 | $3.2M | $3.94M | $737,817.79 | 23.04% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 7,665 | $427,344.5 | $393,904.35 | -$33,440.15 | -7.83% |
Maree Sgro BG Investment Services Inc. | 10,307 | $511,548.57 | $530,346.68 | $18,798.11 | 3.67% |
William Jeffrey Draper Strategic Planning Group LLC | 7,269 | $399,795.51 | $378,278.76 | -$21,516.75 | -5.38% |
Suzanne Cross JTC Employer Solutions Trustee Ltd | 213,000 | $9.04M | $10.95M | $1.9M | 21.06% |
Spencer Rand Five Oceans Advisors | 11,701 | $430,425.76 | $631,385.96 | $200,960.2 | 46.69% |
| TH Teodora Harrop Border to Coast Pensions Partnership Ltd | 1.21M | $43.27M | $62.72M | $19.45M | 44.96% |
S. Hardy Taylor Heritage Investment Group Inc. | 4,655 | $256,034.9 | $239,220.45 | -$16,814.45 | -6.57% |
Kimberly Van Winkle Twelve Points Wealth Management LLC | 4,326 | $185,755.45 | $233,430.96 | $47,675.51 | 25.67% |
| MWA Motive Wealth Advisors Motive Wealth Advisors | 6,184 | $280,018.41 | $320,083.84 | $40,065.43 | 14.31% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 54,107 | $2.25M | $2.78M | $527,037.02 | 23.39% |
| SK Samira Kadam Cherry Creek Investment Advisors Inc. | 20,652 | $821,710.05 | $1.11M | $292,671.87 | 35.62% |
Justin Ericksen Blue Barn Wealth LLC | 5,802 | $193,903.85 | $297,903.69 | $103,999.84 | 53.63% |
Kevin B. Crawford JB Capital LLC | 14,157 | $552,932.31 | $763,911.72 | $210,979.41 | 38.16% |
Richard Slavik Newbridge Financial Services Group Inc. | 2,508 | $128,248.24 | $129,839.16 | $1,590.92 | 1.24% |
Jeffrey Dominguez Dominguez Wealth Management Solutions Inc. | 6,239 | $260,912.91 | $323,086.61 | $62,173.7 | 23.83% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 415 | $16,475.3 | $21,326.85 | $4,851.55 | 29.45% |
Adam J. Peck Riverwater Partners LLC | 3,568 | $203,304.64 | $192,529.28 | -$10,775.36 | -5.3% |