| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CAL CSM Advisors LLC CSM Advisors LLC | 39,135 | $8.54M | $19.21M | $10.66M | 124.79% |
Erica Nortman Capitol Family Office Inc. | 2,309 | $267,480.28 | $935,999.33 | $668,519.05 | 249.93% |
Matt Hunter Heartland Bank & Trust Co. | 1,301 | $561,329.45 | $630,334.5 | $69,005.05 | 12.29% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 6,399 | $783,102.99 | $2.96M | $2.18M | 278.09% |
| CPS Chow Pak Sun Gordian Capital Singapore Pte Ltd. | 8,000 | $3.45M | $3.88M | $424,320.08 | 12.29% |
Kasey Fegan Corsicana & Co. | 90 | $14,771.7 | $36,483.3 | $21,711.6 | 146.98% |
| YL Yosef Levy Y.D. More Investments Ltd. | 7,920 | $3.42M | $3.77M | $355,845.8 | 10.41% |
| TCL Therese C.D. Linden Bank of New Hampshire | 1,012 | $198,179.16 | $410,234.44 | $212,055.28 | 107% |
Joseph Castro Nuveen LLC | 1.9M | $543.1M | $868.98M | $325.89M | 60.01% |
Beatriz Gutierrez Junco CV Advisors LLC | 1,476 | $242,255.88 | $598,326.12 | $356,070.24 | 146.98% |
| BWA Boulder Wealth Advisors LLC Boulder Wealth Advisors LLC | 701 | $302,453.45 | $318,092.76 | $15,639.31 | 5.17% |
James D. King Lindenwold Advisors Inc. | 9,185 | $1.08M | $3.72M | $2.64M | 244.31% |
Suzanne Cross JTC Employer Solutions Trustee Ltd | 3,548 | $424,909.92 | $1.44M | $1.01M | 238.48% |
Spencer Rand Five Oceans Advisors | 834 | $359,837.63 | $338,078.58 | -$21,759.05 | -6.05% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 13,599 | $3.03M | $5.51M | $2.48M | 81.91% |
Katie Smith Delos Wealth Advisors LLC | 62 | $26,750.52 | $30,430.84 | $3,680.32 | 13.76% |
Kevin B. Crawford JB Capital LLC | 20,378 | $3.34M | $8.26M | $4.92M | 146.98% |
Richard Slavik Newbridge Financial Services Group Inc. | 7,768 | $3.05M | $3.81M | $766,707.01 | 25.17% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 113 | $15,583.83 | $45,806.81 | $30,222.98 | 193.94% |
Kurt Van Dyken Lifeworks Advisors LLC | 61,218 | $7.74M | $30.05M | $22.31M | 288.26% |