| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| EBA Eagle Bay Advisors LLC Eagle Bay Advisors LLC | 1,574 | $325,660.58 | $282,934.37 | -$42,726.21 | -13.12% |
| CAL CSM Advisors LLC CSM Advisors LLC | 209,973 | $32.45M | $37.8M | $5.36M | 16.5% |
| GAG Goodman Advisory Group LLC Goodman Advisory Group LLC | 499 | $71,451.81 | $89,839.96 | $18,388.15 | 25.74% |
Carrie Delgott Wescott Financial Advisory Group LLC | 4,346 | $715,865.3 | $782,453.84 | $66,588.54 | 9.3% |
Matt Hunter Heartland Bank & Trust Co. | 12,823 | $2.29M | $2.31M | $16,107.34 | 0.7% |
| SL Shad Lamm Keystone Wealth Services LLC | 41,629 | $6.47M | $7.48M | $1.01M | 15.67% |
| DM Dipen Mehta Invst LLC | 1,710 | $270,967.25 | $307,381.05 | $36,413.8 | 13.44% |
| SMM Shawn M. McHugh WealthTrust Asset Management LLC | 2,907 | $460,029.25 | $523,376.28 | $63,347.03 | 13.77% |
Jason E. Archambault SK Wealth Management LLC | 1,755 | $349,010 | $315,970.2 | -$33,039.8 | -9.47% |
Daniel Cesta Pinnacle Wealth Management Group Inc. | 1,600 | $225,989.2 | $290,815.98 | $64,826.78 | 28.69% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 64,382 | $9.98M | $11.57M | $1.59M | 15.97% |
Kasey Fegan Corsicana & Co. | 9,422 | $1M | $1.69M | $690,956.53 | 68.91% |
| YL Yosef Levy Y.D. More Investments Ltd. | 11,007 | $1.66M | $1.98M | $314,785.49 | 18.92% |
| TCL Therese C.D. Linden Bank of New Hampshire | 11,991 | $1.39M | $2.24M | $846,372.23 | 60.79% |
Bethany Wagner Level Financial Advisors | 1,302 | $208,130.65 | $236,651.51 | $28,520.86 | 13.7% |
Joseph Castro Nuveen LLC | 9.71M | $1.62B | $1.75B | $127.24M | 7.86% |
Beatriz Gutierrez Junco CV Advisors LLC | 5,925 | $867,760.24 | $1.07M | $198,976.76 | 22.93% |
| HP Hannah Perry Crestmont Private Wealth LLC | 5,160 | $769,385.16 | $927,535.8 | $158,150.64 | 20.56% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 2,870 | $566,503 | $521,651.17 | -$44,851.83 | -7.92% |
| JDK James D. King Lindenwold Advisors Inc. | 10,120 | $1.33M | $1.82M | $486,556.73 | 36.51% |