| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Carrie Delgott Wescott Financial Advisory Group LLC | 847 | $254,324.95 | $537,167.41 | $282,842.46 | 111.21% |
Matt Hunter Heartland Bank & Trust Co. | 889 | $256,799.03 | $567,048.63 | $310,249.6 | 120.81% |
Shad Lamm Keystone Wealth Services LLC | 872 | $193,172.1 | $571,543.68 | $378,371.58 | 195.87% |
Dipen Mehta Invst LLC | 744 | $530,628.25 | $469,501.19 | -$61,127.06 | -11.52% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 5,201 | $2.01M | $3.38M | $1.37M | 67.85% |
Kasey Fegan Corsicana & Co. | 2,464 | $518,224.06 | $1.56M | $1.04M | 201.54% |
| YL Yosef Levy Y.D. More Investments Ltd. | 5,028 | $2.62M | $3.3M | $676,292.07 | 25.82% |
| TCL Therese C.D. Linden Bank of New Hampshire | 48 | $10,125.63 | $30,441.6 | $20,315.97 | 200.64% |
| DKK David K. Kruft Sageworth Trust Co. of South Dakota | 4,051 | $884,016.85 | $2.57M | $1.69M | 190.62% |
Joseph Castro Nuveen LLC | 1.1M | $544.05M | $700.9M | $156.84M | 28.83% |
| MJB Michael John Blaszczyk SRN Advisors LLC | 3,031 | $751,592.65 | $1.92M | $1.17M | 155.76% |
| MPM Mark P. Mennitt CenterBook Partners LP | 544 | $292,682.88 | $345,342.08 | $52,659.2 | 17.99% |
| HP Hannah Perry Crestmont Private Wealth LLC | 654 | $292,227.27 | $421,346.05 | $129,118.78 | 44.18% |
Spencer Rand Five Oceans Advisors | 514 | $217,620.32 | $325,978.81 | $108,358.49 | 49.79% |
Kimberly Van Winkle Twelve Points Wealth Management LLC | 2,057 | $538,721.34 | $1.33M | $786,521.5 | 146% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 1,860 | $800,334.24 | $1.18M | $379,277.78 | 47.39% |
| SK Samira Kadam Cherry Creek Investment Advisors Inc. | 383 | $206,236.85 | $242,898.6 | $36,661.75 | 17.78% |
Kevin B. Crawford JB Capital LLC | 972 | $298,040.88 | $616,442.41 | $318,401.53 | 106.83% |
Richard Slavik Newbridge Financial Services Group Inc. | 188 | $92,629.66 | $118,637.4 | $26,007.74 | 28.08% |
Kurt Van Dyken Lifeworks Advisors LLC | 12,230 | $3.62M | $7.72M | $4.1M | 113.45% |