| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| EBA Eagle Bay Advisors LLC Eagle Bay Advisors LLC | 265 | $282,198.51 | $198,479.7 | -$83,718.81 | -29.67% |
Chris Williams Applied Capital LLC | 307 | $175,871.09 | $223,554.33 | $47,683.24 | 27.11% |
| CAL CSM Advisors LLC CSM Advisors LLC | 60,087 | $23.43M | $45M | $21.58M | 92.11% |
Erica Nortman Capitol Family Office Inc. | 546 | $297,991.23 | $398,967.66 | $100,976.43 | 33.89% |
Carrie Delgott Wescott Financial Advisory Group LLC | 1,359 | $499,950.37 | $1.02M | $517,913.42 | 103.59% |
Matt Hunter Heartland Bank & Trust Co. | 9,085 | $4.81M | $6.8M | $1.99M | 41.38% |
Shad Lamm Keystone Wealth Services LLC | 1,649 | $848,502.69 | $1.24M | $386,565.3 | 45.56% |
Dipen Mehta Invst LLC | 922 | $589,754.01 | $690,559.54 | $100,805.53 | 17.09% |
Shawn M. McHugh WealthTrust Asset Management LLC | 314 | $222,456.44 | $232,203 | $9,746.56 | 4.38% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 20,887 | $13.69M | $15.2M | $1.51M | 11.04% |
| CPS Chow Pak Sun Gordian Capital Singapore Pte Ltd. | 5 | $3,542.3 | $3,744.9 | $202.6 | 5.72% |
Kasey Fegan Corsicana & Co. | 309 | $253,647.08 | $231,434.81 | -$22,212.27 | -8.76% |
| YL Yosef Levy Y.D. More Investments Ltd. | 12,703 | $6.17M | $9.51M | $3.34M | 54.13% |
| TCL Therese C.D. Linden Bank of New Hampshire | 515 | $216,266.8 | $385,724.69 | $169,457.89 | 78.36% |
Joseph Castro Nuveen LLC | 2.6M | $1.15B | $1.95B | $799.6M | 69.65% |
| HP Hannah Perry Crestmont Private Wealth LLC | 905 | $351,604.44 | $667,161.48 | $315,557.04 | 89.75% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 1,147 | $609,092.06 | $859,080.04 | $249,987.98 | 41.04% |
Suzanne Cross JTC Employer Solutions Trustee Ltd | 370 | $71,028.9 | $277,122.59 | $206,093.69 | 290.15% |
Hannah Tackett Penobscot Wealth Management | 681 | $229,626.48 | $500,875.5 | $271,249.02 | 118.13% |
Spencer Rand Five Oceans Advisors | 1,174 | $286,653.58 | $879,302.5 | $592,648.92 | 206.75% |