| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jason E. Archambault SK Wealth Management LLC | 397 | $198,654.83 | $209,536.6 | $10,881.77 | 5.48% |
Daniel Cesta Pinnacle Wealth Management Group Inc. | 904 | $436,919.57 | $476,272.4 | $39,352.83 | 9.01% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 56,205 | $24.34M | $29.7M | $5.37M | 22.05% |
| CPS Chow Pak Sun Gordian Capital Singapore Pte Ltd. | 388 | $188,478.76 | $205,236.48 | $16,757.72 | 8.89% |
Kasey Fegan Corsicana & Co. | 1,366 | $416,875.54 | $722,211.06 | $305,335.52 | 73.24% |
| YL Yosef Levy Y.D. More Investments Ltd. | 12,510 | $5.17M | $6.45M | $1.28M | 24.69% |
| TCL Therese C.D. Linden Bank of New Hampshire | 11,783 | $3.33M | $6.23M | $2.9M | 87.17% |
| DKK David K. Kruft Sageworth Trust Co. of South Dakota | 2,923 | $1.53M | $1.55M | $20,058.22 | 1.32% |
Bethany Wagner Level Financial Advisors | 1,459 | $598,804.87 | $770,716.75 | $171,911.88 | 28.71% |
Joseph Castro Nuveen LLC | 5.22M | $2.78B | $2.75B | -$26.28M | -0.95% |
Beatriz Gutierrez Junco CV Advisors LLC | 7,600 | $3.71M | $4.03M | $328,923.83 | 8.88% |
| TSR Ted S. Rich RiverTree Advisors LLC | 500 | $210,260 | $263,745 | $53,485 | 25.44% |
| MPM Mark P. Mennitt CenterBook Partners LP | 56,229 | $26.7M | $29.76M | $3.06M | 11.45% |
| JNM Jay Nelsen Myers Treynor Bancshares Inc. | 2,415 | $855,514.5 | $1.28M | $420,595.43 | 49.16% |
| HP Hannah Perry Crestmont Private Wealth LLC | 1,865 | $733,104.03 | $984,323.69 | $251,219.66 | 34.27% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 3,362 | $1.64M | $1.78M | $131,049.58 | 7.97% |
Maree Sgro BG Investment Services Inc. | 619 | $296,624.8 | $327,085.73 | $30,460.93 | 10.27% |
| BWA Boulder Wealth Advisors LLC Boulder Wealth Advisors LLC | 3,571 | $1.22M | $1.89M | $669,577.26 | 54.81% |
William Jeffrey Draper Strategic Planning Group LLC | 1,263 | $605,904.33 | $667,495.5 | $61,591.17 | 10.17% |
Suzanne Cross JTC Employer Solutions Trustee Ltd | 10,621 | $5.33M | $5.62M | $280,526.18 | 5.26% |