| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Matt Hunter Heartland Bank & Trust Co. | 1,527 | $998,326.01 | $1.45M | $455,210.04 | 45.6% |
Shad Lamm Keystone Wealth Services LLC | 7,675 | $6.29M | $7.27M | $981,378.9 | 15.59% |
Dipen Mehta Invst LLC | 2,035 | $1.07M | $1.94M | $869,498.07 | 81.44% |
Matthew Fong Seldon Capita LLP | 238 | $202,297.62 | $226,549.82 | $24,252.2 | 11.99% |
Shawn M. McHugh WealthTrust Asset Management LLC | 260 | $259,071.8 | $247,491.4 | -$11,580.4 | -4.47% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 10,259 | $9.76M | $9.72M | -$38,854.4 | -0.4% |
| CPS Chow Pak Sun Gordian Capital Singapore Pte Ltd. | 31 | $29,319.18 | $29,508.59 | $189.41 | 0.65% |
Kasey Fegan Corsicana & Co. | 3,445 | $1.38M | $3.28M | $1.9M | 137.98% |
| YL Yosef Levy Y.D. More Investments Ltd. | 1,247 | $1.09M | $1.18M | $91,269.53 | 8.37% |
| TCL Therese C.D. Linden Bank of New Hampshire | 5,435 | $2.18M | $5.17M | $3M | 137.57% |
Joseph Castro Nuveen LLC | 3.07M | $2.95B | $2.93B | -$26.87M | -0.91% |
| MJB Michael John Blaszczyk SRN Advisors LLC | 3,143 | $2.14M | $2.99M | $853,299.01 | 39.9% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 443 | $421,545.29 | $421,687.27 | $141.98 | 0.03% |
Mark Hansen Hansen & Associates Financial Group Inc. | 878 | $854,835.37 | $835,759.43 | -$19,075.94 | -2.23% |
William Jeffrey Draper Strategic Planning Group LLC | 24,939 | $20.18M | $23.74M | $3.56M | 17.62% |
Suzanne Cross JTC Employer Solutions Trustee Ltd | 15,477 | $6.96M | $14.73M | $7.77M | 111.74% |
Hannah Tackett Penobscot Wealth Management | 221 | $155,551 | $210,367.69 | $54,816.69 | 35.24% |
Spencer Rand Five Oceans Advisors | 1,382 | $686,912.2 | $1.32M | $628,599.79 | 91.51% |
S. Hardy Taylor Heritage Investment Group Inc. | 622 | $395,492.9 | $592,075.59 | $196,582.69 | 49.71% |
| MWA Motive Wealth Advisors Motive Wealth Advisors | 515 | $416,710.47 | $490,223.36 | $73,512.89 | 17.64% |