| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CAL CSM Advisors LLC CSM Advisors LLC | 9,282 | $1.29M | $1.45M | $159,000.66 | 12.29% |
Carrie Delgott Wescott Financial Advisory Group LLC | 3,710 | $269,556.1 | $581,468.3 | $311,912.2 | 115.71% |
Matt Hunter Heartland Bank & Trust Co. | 6,712 | $757,704.37 | $1.05M | $291,213.43 | 38.43% |
Kasey Fegan Corsicana & Co. | 25 | $2,775 | $3,914.12 | $1,139.12 | 41.05% |
| TCL Therese C.D. Linden Bank of New Hampshire | 1,400 | $93,758 | $218,673 | $124,915 | 133.23% |
Joseph Castro Nuveen LLC | 8.34M | $986.33M | $1.31B | $325.66M | 33.02% |
| MPM Mark P. Mennitt CenterBook Partners LP | 32,767 | $4.14M | $5.11M | $966,626.5 | 23.35% |
| HP Hannah Perry Crestmont Private Wealth LLC | 3,775 | $311,627.81 | $598,035.5 | $286,407.69 | 91.91% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 1,347 | $200,805 | $210,616.92 | $9,811.92 | 4.89% |
Suzanne Cross JTC Employer Solutions Trustee Ltd | 840 | $54,185.7 | $131,514.6 | $77,328.9 | 142.71% |
Spencer Rand Five Oceans Advisors | 2,373 | $202,955.31 | $371,920.29 | $168,964.98 | 83.25% |
Kimberly Van Winkle Twelve Points Wealth Management LLC | 3,793 | $352,308.29 | $592,751.07 | $240,442.78 | 68.25% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 10,275 | $1.06M | $1.61M | $547,543.45 | 51.73% |
| SK Samira Kadam Cherry Creek Investment Advisors Inc. | 8,954 | $783,552.33 | $1.4M | $615,862.06 | 78.6% |
Katie Smith Delos Wealth Advisors LLC | 14 | $1,768.76 | $2,191 | $422.24 | 23.87% |
Richard Slavik Newbridge Financial Services Group Inc. | 170 | $23,983.3 | $26,752.9 | $2,769.6 | 11.55% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 742 | $60,329.23 | $115,896.69 | $55,567.46 | 92.11% |
Kurt Van Dyken Lifeworks Advisors LLC | 93,293 | $7.91M | $14.6M | $6.69M | 84.64% |
| EJL Emery J. Levick US Asset Management LLC | 4,910 | $344,131.34 | $776,663.8 | $432,532.46 | 125.69% |
Kimberly Cappellano Private Wealth Asset Management LLC | 3,726 | $417,498 | $593,551.8 | $176,053.8 | 42.17% |