| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mack, Connie Clarity Financial LLC | 914 | $300,640.13 | $379,492.81 | $78,852.68 | 26.23% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 1,989 | $804,155.38 | $898,053.41 | $93,898.03 | 11.68% |
| CAL CSM Advisors LLC CSM Advisors LLC | 6,810 | $2.9M | $3.07M | $172,905.97 | 5.96% |
| GAG Goodman Advisory Group LLC Goodman Advisory Group LLC | 682 | $243,930.94 | $313,692.71 | $69,761.77 | 28.6% |
Carrie Delgott Wescott Financial Advisory Group LLC | 562 | $201,010.54 | $233,342.41 | $32,331.87 | 16.08% |
Dipen Mehta Invst LLC | 904 | $324,687.46 | $408,165.05 | $83,477.59 | 25.71% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 16,444 | $5.08M | $7.48M | $2.41M | 47.48% |
| CPS Chow Pak Sun Gordian Capital Singapore Pte Ltd. | 10 | $3,576.7 | $4,599.6 | $1,022.9 | 28.6% |
Kasey Fegan Corsicana & Co. | 18 | $6,736.5 | $7,473.6 | $737.1 | 10.94% |
| YL Yosef Levy Y.D. More Investments Ltd. | 11,137 | $4.75M | $4.95M | $207,705.38 | 4.38% |
| TCL Therese C.D. Linden Bank of New Hampshire | 8,231 | $2.18M | $3.42M | $1.24M | 56.78% |
Joseph Castro Nuveen LLC | 5.13M | $1.48B | $2.35B | $874.89M | 59.13% |
| MJB Michael John Blaszczyk SRN Advisors LLC | 3,347 | $834,238.47 | $1.39M | $555,435.96 | 66.58% |
William Jeffrey Draper Strategic Planning Group LLC | 16,417 | $5.91M | $6.82M | $908,410.77 | 15.38% |
Hannah Tackett Penobscot Wealth Management | 776 | $134,580.13 | $322,195.21 | $187,615.08 | 139.41% |
Spencer Rand Five Oceans Advisors | 899 | $218,238.13 | $373,264.81 | $155,026.68 | 71.04% |
| MWA Motive Wealth Advisors Motive Wealth Advisors | 596 | $214,198.07 | $247,459.21 | $33,261.14 | 15.53% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 2,091 | $636,977.25 | $868,183.22 | $231,205.97 | 36.3% |
| HFR Herbert F. Reilly III HFR Wealth Management LLC | 1,189 | $206,405.92 | $533,480.51 | $327,074.59 | 158.46% |
| SK Samira Kadam Cherry Creek Investment Advisors Inc. | 1,033 | $329,020.84 | $428,901.61 | $99,880.77 | 30.36% |