| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
John Nowicki LCM Capital Management Inc. | 14,712 | $679,450.22 | $1.67M | $992,421.46 | 146.06% |
Kyle P. Smith NewEdge Wealth LLC | 139,484 | $8.08M | $15.21M | $7.13M | 88.29% |
John Ledford FWG Holdings LLC | 7,814 | $417,491.81 | $887,982.96 | $470,491.15 | 112.69% |
Mack, Connie Clarity Financial LLC | 2,031 | $238,600 | $230,802.84 | -$7,797.16 | -3.27% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 632 | $45,543.28 | $72,724.24 | $27,180.96 | 59.68% |
Jessica Clark Caerus Investment Advisors LLC | 1,839 | $216,008.94 | $208,983.96 | -$7,024.98 | -3.25% |
| EBA Eagle Bay Advisors LLC Eagle Bay Advisors LLC | 2,305 | $270,745.3 | $261,940.2 | -$8,805.1 | -3.25% |
| CAL CSM Advisors LLC CSM Advisors LLC | 330,194 | $23.21M | $37.52M | $14.31M | 61.64% |
| GAG Goodman Advisory Group LLC Goodman Advisory Group LLC | 4,101 | $318,196.59 | $448,145.39 | $129,948.8 | 40.84% |
Carrie Delgott Wescott Financial Advisory Group LLC | 4,269 | $273,267.26 | $491,233.83 | $217,966.57 | 79.76% |
John Mezzasalma Mezzasalma Advisors LLC | 3,123 | $217,365.34 | $359,363.61 | $141,998.27 | 65.33% |
Matt Hunter Heartland Bank & Trust Co. | 31,719 | $2.81M | $3.65M | $837,893.86 | 29.8% |
Shad Lamm Keystone Wealth Services LLC | 2,064 | $242,437.44 | $234,552.96 | -$7,884.48 | -3.25% |
Dipen Mehta Invst LLC | 4,176 | $294,333.01 | $474,560.64 | $180,227.63 | 61.23% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 104,857 | $6.98M | $11.44M | $4.46M | 63.81% |
Kasey Fegan Corsicana & Co. | 1,500 | $81,959 | $170,460 | $88,501 | 107.98% |
| YL Yosef Levy Y.D. More Investments Ltd. | 1,010 | $70,062.26 | $114,776.4 | $44,714.14 | 63.82% |
| TCL Therese C.D. Linden Bank of New Hampshire | 18,705 | $1.03M | $2.13M | $1.1M | 107% |
Joseph Castro Nuveen LLC | 23.62M | $1.65B | $2.68B | $1.04B | 62.77% |
Beatriz Gutierrez Junco CV Advisors LLC | 17,100 | $2.01M | $1.94M | -$65,322 | -3.25% |