| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CAL CSM Advisors LLC CSM Advisors LLC | 342,017 | $30.11M | $45.74M | $15.63M | 51.91% |
Ben Rothwell Keystone Financial Services | 2,311 | $196,712.32 | $309,050.03 | $112,337.71 | 57.11% |
Matt Hunter Heartland Bank & Trust Co. | 8,550 | $705,039.54 | $1.14M | $438,351.96 | 62.17% |
| DM Dipen Mehta Invst LLC | 9,521 | $1.08M | $1.28M | $197,846.38 | 18.32% |
Daniel Cesta Pinnacle Wealth Management Group Inc. | 1,699 | $237,792.06 | $229,178.11 | -$8,613.95 | -3.62% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 36,060 | $2.9M | $4.84M | $1.94M | 66.88% |
| CPS Chow Pak Sun Gordian Capital Singapore Pte Ltd. | 2,700 | $315,063 | $361,071 | $46,008 | 14.6% |
Kasey Fegan Corsicana & Co. | 659 | $34,244.25 | $88,431.21 | $54,186.96 | 158.24% |
| YL Yosef Levy Y.D. More Investments Ltd. | 2,044 | $140,827.13 | $274,284.36 | $133,457.23 | 94.77% |
| TCL Therese C.D. Linden Bank of New Hampshire | 858 | $97,305.78 | $111,016.62 | $13,710.84 | 14.09% |
Joseph Castro Nuveen LLC | 12.46M | $958.82M | $1.67B | $707.79M | 73.82% |
| SC Suzanne Cross JTC Employer Solutions Trustee Ltd | 167,803 | $10.87M | $22.52M | $11.65M | 107.12% |
| SR Spencer Rand Five Oceans Advisors | 2,390 | $242,692.19 | $322,387.1 | $79,694.91 | 32.84% |
Kimberly Van Winkle Twelve Points Wealth Management LLC | 6,379 | $352,909.15 | $855,998.01 | $503,088.86 | 142.55% |
| MWA Motive Wealth Advisors Motive Wealth Advisors | 1,940 | $226,378.6 | $260,328.6 | $33,950 | 15% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 15,896 | $1.15M | $2.14M | $995,918.08 | 86.73% |
| CCM Carmel Capital Management LLC Carmel Capital Management LLC | 177,149 | $10.93M | $23.77M | $12.84M | 117.42% |
Justin Ericksen Blue Barn Wealth LLC | 2,126 | $122,655.04 | $285,287.94 | $162,632.9 | 132.59% |
Kevin B. Crawford JB Capital LLC | 29,211 | $1.54M | $3.91M | $2.36M | 153.18% |
| RS Richard Slavik Newbridge Financial Services Group Inc. | 212 | $24,738.28 | $28,306.24 | $3,567.96 | 14.42% |