| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| EBA Eagle Bay Advisors LLC Eagle Bay Advisors LLC | 6,461 | $402,953.5 | $421,967.91 | $19,014.41 | 4.72% |
| CAL CSM Advisors LLC CSM Advisors LLC | 4,380 | $202,750.2 | $279,663 | $76,912.8 | 37.93% |
Carrie Delgott Wescott Financial Advisory Group LLC | 4,366 | $264,797.9 | $285,143.46 | $20,345.56 | 7.68% |
Shad Lamm Keystone Wealth Services LLC | 6,410 | $383,775.21 | $407,868.3 | $24,093.09 | 6.28% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 96,478 | $4.91M | $6.19M | $1.28M | 26.13% |
Kasey Fegan Corsicana & Co. | 310 | $17,862.2 | $20,246.1 | $2,383.9 | 13.35% |
| YL Yosef Levy Y.D. More Investments Ltd. | 1,914 | $87,172.54 | $121,787.82 | $34,615.28 | 39.71% |
| TCL Therese C.D. Linden Bank of New Hampshire | 7,042 | $532,056.22 | $459,913.02 | -$72,143.2 | -13.56% |
Joseph Castro Nuveen LLC | 5.21M | $317.8M | $337.96M | $20.16M | 6.35% |
Beatriz Gutierrez Junco CV Advisors LLC | 12,000 | $691,440 | $783,720 | $92,280 | 13.35% |
| MPM Mark P. Mennitt CenterBook Partners LP | 58,208 | $3.52M | $3.77M | $249,551.56 | 7.08% |
Spencer Rand Five Oceans Advisors | 4,459 | $245,383.21 | $291,217.29 | $45,834.08 | 18.68% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 8,259 | $448,672.81 | $539,395.29 | $90,722.48 | 20.22% |
| SK Samira Kadam Cherry Creek Investment Advisors Inc. | 9,754 | $647,310.99 | $637,033.74 | -$10,277.25 | -1.59% |
Kevin B. Crawford JB Capital LLC | 5,202 | $311,237.16 | $339,742.62 | $28,505.46 | 9.16% |
Richard Slavik Newbridge Financial Services Group Inc. | 470 | $28,665.3 | $30,009.5 | $1,344.2 | 4.69% |
Jeffrey Dominguez Dominguez Wealth Management Solutions Inc. | 23,776 | $1.59M | $1.55M | -$38,120.16 | -2.4% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 113 | $7,832.03 | $7,380.03 | -$452 | -5.77% |
Kurt Van Dyken Lifeworks Advisors LLC | 4,328 | $224,500.96 | $276,342.8 | $51,841.84 | 23.09% |
Kimberly Cappellano Private Wealth Asset Management LLC | 17,470 | $1.07M | $1.13M | $67,391.98 | 6.33% |