| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jessica Clark Caerus Investment Advisors LLC | 2,040 | $236,918.65 | $331,275.6 | $94,356.95 | 39.83% |
| CAL CSM Advisors LLC CSM Advisors LLC | 286,303 | $27M | $46.58M | $19.57M | 72.49% |
Carrie Delgott Wescott Financial Advisory Group LLC | 2,819 | $221,167.88 | $457,777.41 | $236,609.53 | 106.98% |
John Mezzasalma Mezzasalma Advisors LLC | 5,715 | $371,920.66 | $928,058.85 | $556,138.19 | 149.53% |
Ben Rothwell Keystone Financial Services | 10,462 | $614,375.87 | $1.7M | $1.08M | 176.53% |
Shawn M. McHugh WealthTrust Asset Management LLC | 12,536 | $969,043.44 | $2.04M | $1.07M | 110.04% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 7,799 | $795,835.04 | $1.27M | $470,878.54 | 59.17% |
| YL Yosef Levy Y.D. More Investments Ltd. | 442 | $34,971.7 | $71,789.64 | $36,817.94 | 105.28% |
| TCL Therese C.D. Linden Bank of New Hampshire | 443 | $21,986.09 | $71,952.06 | $49,965.97 | 227.26% |
Joseph Castro Nuveen LLC | 5.65M | $473.83M | $918.79M | $444.96M | 93.91% |
Beatriz Gutierrez Junco CV Advisors LLC | 10,000 | $1.43M | $1.62M | $191,100 | 13.34% |
| MJB Michael John Blaszczyk SRN Advisors LLC | 6,045 | $464,437.31 | $981,466.2 | $517,028.89 | 111.32% |
Spencer Rand Five Oceans Advisors | 2,103 | $229,164.27 | $341,506.17 | $112,341.9 | 49.02% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 18,993 | $1.89M | $3.09M | $1.2M | 63.62% |
Katie Smith Delos Wealth Advisors LLC | 77 | $11,030.25 | $12,526.36 | $1,496.11 | 13.56% |
Richard Slavik Newbridge Financial Services Group Inc. | 637 | $78,990.98 | $103,534.79 | $24,543.81 | 31.07% |
Kimberly Cappellano Private Wealth Asset Management LLC | 592 | $49,650.66 | $96,152.64 | $46,501.98 | 93.66% |
Sima Elimelech Activest Wealth Management | 148 | $17,361.66 | $24,038.16 | $6,676.5 | 38.46% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 3,872 | $420,975.51 | $629,625.92 | $208,650.41 | 49.56% |
Brian Baylis Bell Investment Advisors Inc. | 2,413 | $113,893.69 | $392,064.24 | $278,170.55 | 244.24% |