| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kasey Fegan Corsicana & Co. | 40 | $9,934.8 | $10,510 | $575.2 | 5.79% |
| YL Yosef Levy Y.D. More Investments Ltd. | 14,022 | $4.76M | $3.75M | -$1.01M | -21.27% |
| TCL Therese C.D. Linden Bank of New Hampshire | 8,959 | $1.38M | $2.35M | $977,974.98 | 71.07% |
Joseph Castro Nuveen LLC | 1.03M | $211.93M | $278.22M | $66.29M | 31.28% |
| MPM Mark P. Mennitt CenterBook Partners LP | 2,060 | $560,864.92 | $557,085.78 | -$3,779.14 | -0.67% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 1,914 | $467,775.92 | $502,903.5 | $35,127.58 | 7.51% |
Katie Smith Delos Wealth Advisors LLC | 179 | $57,912.86 | $50,569.29 | -$7,343.57 | -12.68% |
Richard Slavik Newbridge Financial Services Group Inc. | 11,862 | $3.18M | $3.35M | $166,517.15 | 5.23% |
| BO Brian Oliveira Clear Street Group Inc. | 154,714 | $41.85M | $43.12M | $1.27M | 3.04% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 13 | $2,603.51 | $3,415.75 | $812.24 | 31.2% |
Adam J. Peck Riverwater Partners LLC | 1,054 | $97,421.42 | $297,765.55 | $200,344.13 | 205.65% |
Kimberly Cappellano Private Wealth Asset Management LLC | 218 | $43,955.36 | $58,953.74 | $14,998.38 | 34.12% |
Sima Elimelech Activest Wealth Management | 39 | $13,777.53 | $10,247.25 | -$3,530.28 | -25.62% |
Jodi Greenlund Financial Council LLC | 1,849 | $201,688.92 | $485,824.75 | $284,135.83 | 140.88% |
Christina Forster Pazienza Guardian Partners Inc. | 14 | $3,477 | $3,678.5 | $201.5 | 5.8% |
Andrew J. Swenson ARS Wealth Advisors Group LLC | 1,662 | $313,398.86 | $436,690.5 | $123,291.64 | 39.34% |
| WB William Bromley Innova Wealth Partners | 2,062 | $569,918.94 | $541,790.5 | -$28,128.44 | -4.94% |
Troy Winegarner Strong Tower Advisory Services | 15,618 | $3.35M | $4.1M | $755,263.64 | 22.56% |
Brian Baylis Bell Investment Advisors Inc. | 240 | $52,671.43 | $64,773.6 | $12,102.17 | 22.98% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 15,758 | $3.98M | $4.14M | $157,623.42 | 3.96% |