| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeffery Yorg Focus Partners Advisor Solutions LLC | 21,951 | $830,625.84 | $782,333.64 | -$48,292.2 | -5.81% |
Kasey Fegan Corsicana & Co. | 12,355 | $315,479.8 | $445,891.95 | $130,412.15 | 41.34% |
| TCL Therese C.D. Linden Bank of New Hampshire | 9,035 | $225,708.62 | $326,976.65 | $101,268.03 | 44.87% |
Joseph Castro Nuveen LLC | 70,615 | $2.41M | $2.53M | $116,514.8 | 4.83% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 6,252 | $236,575.68 | $226,760.04 | -$9,815.64 | -4.15% |
Kevin B. Crawford JB Capital LLC | 21,203 | $627,331.3 | $764,792.21 | $137,460.91 | 21.91% |
Richard Slavik Newbridge Financial Services Group Inc. | 6,078 | $207,224.2 | $217,531.62 | $10,307.42 | 4.97% |
Jeffrey Dominguez Dominguez Wealth Management Solutions Inc. | 5,900 | $223,256 | $210,689 | -$12,567 | -5.63% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 525 | $15,282.75 | $18,999.75 | $3,717 | 24.32% |
Kimberly Cappellano Private Wealth Asset Management LLC | 4,366 | $147,979.27 | $156,215.48 | $8,236.21 | 5.57% |
Eddie Wilcox Rollins Financial Advisors LLC | 119,433 | $3.62M | $4.31M | $688,360.96 | 19.03% |
Andrew J. Swenson ARS Wealth Advisors Group LLC | 9,315 | $283,539.58 | $335,992.05 | $52,452.47 | 18.5% |
| JSD Jeffrey S. Dabbs Kercheville Advisors LLC | 102,920 | $3.65M | $3.66M | $15,073.2 | 0.41% |
Larry Herold Herold Advisors Inc. | 6,747 | $248,019.72 | $243,364.29 | -$4,655.43 | -1.88% |
| AB Andrew Blass Atlantic Private Wealth LLC | 3,500 | $101,885 | $126,280 | $24,395 | 23.94% |
Bobby Adusumilli SJS Investment Consulting Inc. | 736 | $19,896.4 | $26,179.52 | $6,283.12 | 31.58% |
Nancy Williamson Helen Stephens Group LLC | 9,136 | $325,332.96 | $329,718.24 | $4,385.28 | 1.35% |
David Spratt Badgley Phelps Wealth Managers LLC | 9,282 | $273,755.23 | $335,683.53 | $61,928.3 | 22.62% |
Christopher Moore Paralel Advisors LLC | 3.65M | $80.15M | $130.41M | $50.26M | 62.7% |
| SS Sandra Stickney Collaborative Wealth Managment Inc. | 14,645 | $341,422.73 | $528,025.47 | $186,602.74 | 54.65% |