| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeffery Yorg Focus Partners Advisor Solutions LLC | 7,249 | $344,544.97 | $370,568.88 | $26,023.91 | 7.55% |
Kasey Fegan Corsicana & Co. | 2,148 | $68,907.84 | $108,259.2 | $39,351.36 | 57.11% |
| YL Yosef Levy Y.D. More Investments Ltd. | 67,709 | $2.49M | $3.46M | $966,856.51 | 38.76% |
| TCL Therese C.D. Linden Bank of New Hampshire | 2,000 | $95,060 | $100,800 | $5,740 | 6.04% |
Joseph Castro Nuveen LLC | 8.64M | $285.06M | $432.83M | $147.77M | 51.84% |
| MPM Mark P. Mennitt CenterBook Partners LP | 5,290 | $218,178.34 | $265,134.8 | $46,956.46 | 21.52% |
Spencer Rand Five Oceans Advisors | 4,999 | $205,208.95 | $251,949.6 | $46,740.65 | 22.78% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 34,640 | $1.27M | $1.75M | $480,750.2 | 38% |
Katie Smith Delos Wealth Advisors LLC | 164 | $7,794.92 | $8,227.06 | $432.14 | 5.54% |
Richard Slavik Newbridge Financial Services Group Inc. | 7,727 | $358,959.49 | $387,624.95 | $28,665.46 | 7.99% |
Kimberly Cappellano Private Wealth Asset Management LLC | 7,713 | $232,891.19 | $386,575.56 | $153,684.37 | 65.99% |
Sima Elimelech Activest Wealth Management | 143 | $4,910.89 | $7,207.2 | $2,296.31 | 46.76% |
Jodi Greenlund Financial Council LLC | 11,544 | $403,333.2 | $581,817.6 | $178,484.4 | 44.25% |
Christina Forster Pazienza Guardian Partners Inc. | 2,355 | $111,933 | $118,692 | $6,759 | 6.04% |
Andrew J. Swenson ARS Wealth Advisors Group LLC | 9,603 | $304,281.45 | $483,991.2 | $179,709.75 | 59.06% |
Brian Baylis Bell Investment Advisors Inc. | 193 | $6,295.8 | $9,702.11 | $3,406.31 | 54.1% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 90,707 | $3.03M | $4.54M | $1.51M | 49.77% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 11 | $522.83 | $554.4 | $31.57 | 6.04% |
| AB Andrew Blass Atlantic Private Wealth LLC | 520 | $16,860 | $26,062.4 | $9,202.4 | 54.58% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 405,751 | $14.92M | $20.45M | $5.53M | 37.07% |