| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Shawn M. McHugh WealthTrust Asset Management LLC | 637 | $238,066.02 | $230,345.57 | -$7,720.45 | -3.24% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 34,113 | $7.5M | $11.63M | $4.12M | 54.96% |
| CPS Chow Pak Sun Gordian Capital Singapore Pte Ltd. | 5 | $1,540.15 | $1,704.45 | $164.3 | 10.67% |
Kasey Fegan Corsicana & Co. | 686 | $206,362.53 | $242,658.79 | $36,296.26 | 17.59% |
| YL Yosef Levy Y.D. More Investments Ltd. | 66 | $16,595.34 | $22,525.8 | $5,930.46 | 35.74% |
| TCL Therese C.D. Linden Bank of New Hampshire | 11,157 | $1.98M | $3.8M | $1.83M | 92.32% |
| DKK David K. Kruft Sageworth Trust Co. of South Dakota | 609 | $172,815.93 | $221,426.31 | $48,610.38 | 28.13% |
Bethany Wagner Level Financial Advisors | 847 | $218,194 | $288,666.07 | $70,472.07 | 32.3% |
Joseph Castro Nuveen LLC | 6.47M | $1.46B | $2.21B | $742.66M | 50.7% |
| HP Hannah Perry Crestmont Private Wealth LLC | 839 | $215,950.22 | $286,006.71 | $70,056.49 | 32.44% |
William Jeffrey Draper Strategic Planning Group LLC | 48,833 | $14.56M | $16.65M | $2.09M | 14.35% |
Suzanne Cross JTC Employer Solutions Trustee Ltd | 1,850 | $118,750.44 | $630,646.5 | $511,896.06 | 431.07% |
Hannah Tackett Penobscot Wealth Management | 837 | $215,567.34 | $285,324.93 | $69,757.59 | 32.36% |
Spencer Rand Five Oceans Advisors | 1,367 | $268,979.72 | $465,996.63 | $197,016.91 | 73.25% |
S. Hardy Taylor Heritage Investment Group Inc. | 574 | $214,521.03 | $201,261.62 | -$13,259.41 | -6.18% |
| MWA Motive Wealth Advisors Motive Wealth Advisors | 1,341 | $242,191.46 | $457,683.29 | $215,491.83 | 88.98% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 8,822 | $2.1M | $3.01M | $905,870.76 | 43.1% |
Kevin B. Crawford JB Capital LLC | 3,621 | $613,861.35 | $1.27M | $655,769.88 | 106.83% |
Richard Slavik Newbridge Financial Services Group Inc. | 14,997 | $3.42M | $5.13M | $1.71M | 50.01% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 914 | $77,615.45 | $311,619.16 | $234,003.71 | 301.49% |