| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michelle Dubey Yousif Capital Management LLC | 4,218 | $205,726.08 | $269,783.28 | $64,057.2 | 31.14% |
Donna Rittershausen Koss-Olinger Consulting LLC | 743,148 | $50.14M | $48.85M | -$1.28M | -2.56% |
Kyle P. Smith NewEdge Wealth LLC | 76,639 | $4.37M | $4.88M | $513,683.95 | 11.77% |
Jonathan Guyton Cornerstone Wealth Advisors Inc. | 6,770 | $332,834.35 | $430,775.1 | $97,940.75 | 29.43% |
| CAL CSM Advisors LLC CSM Advisors LLC | 15,000 | $863,392 | $965,850 | $102,458 | 11.87% |
Alexandria Fry Dentgroup LLC | 4,817 | $210,502.9 | $307,180.09 | $96,677.19 | 45.93% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 98,766 | $4.29M | $6.29M | $2M | 46.49% |
Kasey Fegan Corsicana & Co. | 175 | $9,651.25 | $11,268.25 | $1,617 | 16.75% |
| TCL Therese C.D. Linden Bank of New Hampshire | 11,960 | $658,814.5 | $770,104.4 | $111,289.9 | 16.89% |
Joseph Castro Nuveen LLC | 176,641 | $9.55M | $11.29M | $1.74M | 18.2% |
| TSR Ted S. Rich RiverTree Advisors LLC | 20,709 | $1.17M | $1.32M | $150,956.98 | 12.91% |
Mark Hansen Hansen & Associates Financial Group Inc. | 11,707 | $562,987.75 | $747,023.67 | $184,035.92 | 32.69% |
Suzanne Cross JTC Employer Solutions Trustee Ltd | 6,718 | $370,497.7 | $432,572.02 | $62,074.32 | 16.75% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 7,278 | $444,482.46 | $468,630.42 | $24,147.96 | 5.43% |
Katie Smith Delos Wealth Advisors LLC | 179 | $12,245.39 | $11,525.81 | -$719.58 | -5.88% |
Richard Slavik Newbridge Financial Services Group Inc. | 73 | $4,180.53 | $4,647.91 | $467.38 | 11.18% |
Jarrett Topel Topel & Distasi Wealth Management LLC | 5,492 | $252,224.88 | $349,785.48 | $97,560.6 | 38.68% |
Jeffrey Dominguez Dominguez Wealth Management Solutions Inc. | 47,330 | $2M | $3.01M | $1.02M | 50.96% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 1,761 | $73,866.73 | $113,390.79 | $39,524.06 | 53.51% |
Kurt Van Dyken Lifeworks Advisors LLC | 140,575 | $8.78M | $9.05M | $276,378.13 | 3.15% |