| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 1,250 | $421,525.43 | $1.02M | $596,987.07 | 141.63% |
Jessica Clark Caerus Investment Advisors LLC | 578 | $331,390.04 | $470,960.18 | $139,570.14 | 42.12% |
Chris Williams Applied Capital LLC | 307 | $175,871.09 | $250,146.67 | $74,275.58 | 42.23% |
| CAL CSM Advisors LLC CSM Advisors LLC | 70,632 | $27M | $57.55M | $30.55M | 113.12% |
Erica Nortman Capitol Family Office Inc. | 819 | $403,972.55 | $667,329.39 | $263,356.84 | 65.19% |
Carrie Delgott Wescott Financial Advisory Group LLC | 1,352 | $492,496.07 | $1.1M | $609,127.05 | 123.68% |
Matt Hunter Heartland Bank & Trust Co. | 9,252 | $4.88M | $7.54M | $2.66M | 54.53% |
Shad Lamm Keystone Wealth Services LLC | 1,649 | $848,502.69 | $1.44M | $587,908.26 | 69.29% |
Dipen Mehta Invst LLC | 539 | $181,897.3 | $439,182.59 | $257,285.29 | 141.45% |
Shawn M. McHugh WealthTrust Asset Management LLC | 314 | $222,456.44 | $255,850.34 | $33,393.9 | 15.01% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 20,887 | $13.69M | $18.19M | $4.5M | 32.91% |
| CPS Chow Pak Sun Gordian Capital Singapore Pte Ltd. | 400 | $282,028.1 | $325,924 | $43,895.9 | 15.56% |
Kasey Fegan Corsicana & Co. | 309 | $253,647.08 | $251,776.29 | -$1,870.79 | -0.74% |
| YL Yosef Levy Y.D. More Investments Ltd. | 12,703 | $6.17M | $11.07M | $4.89M | 79.26% |
| TCL Therese C.D. Linden Bank of New Hampshire | 623 | $240,331.36 | $507,626.63 | $267,295.27 | 111.22% |
Joseph Castro Nuveen LLC | 2.31M | $839.09M | $1.88B | $1.04B | 124.34% |
| TSR Ted S. Rich RiverTree Advisors LLC | 263 | $280,068.71 | $214,295.03 | -$65,773.68 | -23.48% |
| HP Hannah Perry Crestmont Private Wealth LLC | 905 | $351,604.44 | $762,181.95 | $410,577.51 | 116.77% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 1,061 | $539,362.03 | $864,513.41 | $325,151.38 | 60.28% |
Suzanne Cross JTC Employer Solutions Trustee Ltd | 370 | $71,028.9 | $301,479.7 | $230,450.8 | 324.45% |