| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jessica Clark Caerus Investment Advisors LLC | 2,410 | $447,826.22 | $482,024.09 | $34,197.87 | 7.64% |
| EBA Eagle Bay Advisors LLC Eagle Bay Advisors LLC | 1,574 | $325,660.58 | $309,810.42 | -$15,850.16 | -4.87% |
| CAL CSM Advisors LLC CSM Advisors LLC | 227,111 | $35.63M | $45.42M | $9.79M | 27.48% |
Carrie Delgott Wescott Financial Advisory Group LLC | 4,346 | $715,865.3 | $855,423.18 | $139,557.88 | 19.49% |
Matt Hunter Heartland Bank & Trust Co. | 12,495 | $2.24M | $2.46M | $217,487.9 | 9.71% |
Shad Lamm Keystone Wealth Services LLC | 41,526 | $6.45M | $7.91M | $1.45M | 22.55% |
Dipen Mehta Invst LLC | 1,715 | $271,896.35 | $343,017.14 | $71,120.79 | 26.16% |
Shawn M. McHugh WealthTrust Asset Management LLC | 2,917 | $461,887.45 | $574,153.11 | $112,265.66 | 24.31% |
Jason E. Archambault SK Wealth Management LLC | 1,771 | $352,129.41 | $348,178.6 | -$3,950.81 | -1.12% |
Daniel Cesta Pinnacle Wealth Management Group Inc. | 1,600 | $225,989.2 | $314,928 | $88,938.8 | 39.36% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 73,684 | $11.71M | $13.89M | $2.18M | 18.63% |
Kasey Fegan Corsicana & Co. | 9,417 | $1M | $1.85M | $851,376.73 | 84.95% |
| YL Yosef Levy Y.D. More Investments Ltd. | 14,483 | $2.31M | $2.76M | $447,874.92 | 19.39% |
| TCL Therese C.D. Linden Bank of New Hampshire | 5,167 | $677,481.8 | $1.02M | $339,538.81 | 50.12% |
Bethany Wagner Level Financial Advisors | 1,302 | $208,130.65 | $256,272.66 | $48,142.01 | 23.13% |
Joseph Castro Nuveen LLC | 8.76M | $1.46B | $1.72B | $262.51M | 17.99% |
Beatriz Gutierrez Junco CV Advisors LLC | 5,925 | $867,760.24 | $1.17M | $298,457.51 | 34.39% |
| HP Hannah Perry Crestmont Private Wealth LLC | 5,160 | $769,385.16 | $962,649.6 | $193,264.44 | 25.12% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 3,640 | $709,584.41 | $716,461.2 | $6,876.79 | 0.97% |
James D. King Lindenwold Advisors Inc. | 10,120 | $1.33M | $1.99M | $659,355.73 | 49.48% |