| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 1,169 | $338,762.53 | $371,251.02 | $32,488.49 | 9.59% |
Matthew Carney Nfj Investment Group LLC | 59,448 | $19.25M | $18.87M | -$386,613.46 | -2.01% |
Jessica Clark Caerus Investment Advisors LLC | 1,751 | $533,311.35 | $556,082.58 | $22,771.23 | 4.27% |
| EBA Eagle Bay Advisors LLC Eagle Bay Advisors LLC | 1,392 | $88,808.82 | $441,779.04 | $352,970.22 | 397.45% |
| CAL CSM Advisors LLC CSM Advisors LLC | 41,185 | $11.69M | $13.07M | $1.38M | 11.79% |
Carrie Delgott Wescott Financial Advisory Group LLC | 3,821 | $624,127.91 | $1.21M | $589,268.85 | 94.41% |
Matt Hunter Heartland Bank & Trust Co. | 3,806 | $867,538.39 | $1.21M | $341,094.97 | 39.32% |
Shawn M. McHugh WealthTrust Asset Management LLC | 637 | $238,066.02 | $202,298.46 | -$35,767.56 | -15.02% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 32,563 | $7.29M | $10.33M | $3.04M | 41.64% |
| CPS Chow Pak Sun Gordian Capital Singapore Pte Ltd. | 5 | $1,540.15 | $1,587.9 | $47.75 | 3.1% |
Kasey Fegan Corsicana & Co. | 756 | $232,523.63 | $240,075.36 | $7,551.73 | 3.25% |
| YL Yosef Levy Y.D. More Investments Ltd. | 25 | $7,242.1 | $7,939 | $696.9 | 9.62% |
| TCL Therese C.D. Linden Bank of New Hampshire | 11,157 | $1.98M | $3.54M | $1.57M | 79.17% |
| DKK David K. Kruft Sageworth Trust Co. of South Dakota | 609 | $172,815.93 | $193,406.22 | $20,590.29 | 11.91% |
Bethany Wagner Level Financial Advisors | 847 | $218,194 | $268,973.32 | $50,779.32 | 23.27% |
Joseph Castro Nuveen LLC | 6.72M | $1.56B | $2.13B | $572.67M | 36.76% |
| HP Hannah Perry Crestmont Private Wealth LLC | 802 | $206,426.79 | $254,699.16 | $48,272.37 | 23.38% |
William Jeffrey Draper Strategic Planning Group LLC | 48,833 | $14.56M | $15.51M | $949,423.45 | 6.52% |
Suzanne Cross JTC Employer Solutions Trustee Ltd | 1,850 | $118,750.44 | $587,486 | $468,735.56 | 394.72% |
Hannah Tackett Penobscot Wealth Management | 837 | $215,567.34 | $265,814.46 | $50,247.12 | 23.31% |