| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| GAG Goodman Advisory Group LLC Goodman Advisory Group LLC | 1,597 | $1.87M | $1.66M | -$211,611.38 | -11.3% |
Carrie Delgott Wescott Financial Advisory Group LLC | 996 | $292,944.85 | $986,328.82 | $693,383.97 | 236.69% |
Matt Hunter Heartland Bank & Trust Co. | 976 | $315,965.46 | $1.01M | $698,976.94 | 221.22% |
Shad Lamm Keystone Wealth Services LLC | 293 | $344,233.98 | $298,429.3 | -$45,804.68 | -13.31% |
Daniel Cesta Pinnacle Wealth Management Group Inc. | 208 | $244,370.88 | $205,980.32 | -$38,390.56 | -15.71% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 8,884 | $3.95M | $8.89M | $4.94M | 125.14% |
| CPS Chow Pak Sun Gordian Capital Singapore Pte Ltd. | 11 | $9,601.9 | $11,438.9 | $1,837 | 19.13% |
Kasey Fegan Corsicana & Co. | 169 | $103,918.1 | $167,359.01 | $63,440.91 | 61.05% |
| YL Yosef Levy Y.D. More Investments Ltd. | 8,504 | $7.21M | $8.66M | $1.45M | 20.15% |
| TCL Therese C.D. Linden Bank of New Hampshire | 1,058 | $331,544.73 | $1.05M | $716,182.07 | 216.01% |
Bethany Wagner Level Financial Advisors | 222 | $260,818.92 | $219,844.38 | -$40,974.54 | -15.71% |
Joseph Castro Nuveen LLC | 1.63M | $859.39M | $1.61B | $754.43M | 87.79% |
Suzanne Cross JTC Employer Solutions Trustee Ltd | 406 | $69,633.06 | $402,057.73 | $332,424.67 | 477.39% |
Hannah Tackett Penobscot Wealth Management | 214 | $251,420.04 | $211,922.06 | -$39,497.98 | -15.71% |
Spencer Rand Five Oceans Advisors | 372 | $197,531.3 | $368,387.87 | $170,856.57 | 86.5% |
Kimberly Van Winkle Twelve Points Wealth Management LLC | 209 | $245,545.74 | $206,976.88 | -$38,568.86 | -15.71% |
| MWA Motive Wealth Advisors Motive Wealth Advisors | 344 | $221,604.88 | $340,659.75 | $119,054.87 | 53.72% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 1,154 | $959,577.76 | $1.14M | $183,216.88 | 19.09% |
| SK Samira Kadam Cherry Creek Investment Advisors Inc. | 525 | $288,460 | $519,902.24 | $231,442.24 | 80.23% |
Kevin B. Crawford JB Capital LLC | 944 | $577,008.7 | $934,833.74 | $357,825.04 | 62.01% |