| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Matt Hunter Heartland Bank & Trust Co. | 8,393 | $693,894.11 | $1.06M | $367,316.81 | 52.94% |
Dipen Mehta Invst LLC | 9,601 | $1.09M | $1.2M | $107,231.39 | 9.83% |
Daniel Cesta Pinnacle Wealth Management Group Inc. | 1,699 | $237,792.06 | $209,333.79 | -$28,458.27 | -11.97% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 28,104 | $2.44M | $3.46M | $1.02M | 41.8% |
| CPS Chow Pak Sun Gordian Capital Singapore Pte Ltd. | 3,300 | $399,039.01 | $409,926 | $10,886.99 | 2.73% |
Kasey Fegan Corsicana & Co. | 659 | $34,244.25 | $82,427.72 | $48,183.47 | 140.71% |
| YL Yosef Levy Y.D. More Investments Ltd. | 2,153 | $156,065.87 | $266,175.39 | $110,109.52 | 70.55% |
| TCL Therese C.D. Linden Bank of New Hampshire | 991 | $115,920.46 | $122,527.24 | $6,606.78 | 5.7% |
Joseph Castro Nuveen LLC | 13.03M | $1.04B | $1.59B | $555.14M | 53.51% |
Beatriz Gutierrez Junco CV Advisors LLC | 19,550 | $2.74M | $2.47M | -$267,444.2 | -9.77% |
Suzanne Cross JTC Employer Solutions Trustee Ltd | 167,803 | $10.87M | $20.99M | $10.12M | 93.06% |
Spencer Rand Five Oceans Advisors | 2,392 | $242,972.11 | $302,946.56 | $59,974.45 | 24.68% |
Kimberly Van Winkle Twelve Points Wealth Management LLC | 6,085 | $339,207.01 | $769,387.4 | $430,180.39 | 126.82% |
| MWA Motive Wealth Advisors Motive Wealth Advisors | 2,123 | $251,991.28 | $261,160.84 | $9,169.56 | 3.64% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 15,896 | $1.15M | $1.97M | $821,380 | 71.53% |
| CCM Carmel Capital Management LLC Carmel Capital Management LLC | 177,259 | $10.95M | $21.98M | $11.03M | 100.76% |
Justin Ericksen Blue Barn Wealth LLC | 2,126 | $122,655.04 | $259,414.52 | $136,759.48 | 111.5% |
Kevin B. Crawford JB Capital LLC | 29,508 | $1.58M | $3.7M | $2.11M | 133.27% |
Richard Slavik Newbridge Financial Services Group Inc. | 2,143 | $289,729.62 | $264,039.03 | -$25,690.59 | -8.87% |
Jeffrey Dominguez Dominguez Wealth Management Solutions Inc. | 1,733 | $242,551 | $212,951.04 | -$29,599.96 | -12.2% |