| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Matt Hunter Heartland Bank & Trust Co. | 3,575 | $783,332.23 | $1.22M | $440,640.52 | 56.25% |
Shad Lamm Keystone Wealth Services LLC | 3,077 | $516,134.92 | $1.15M | $638,817.06 | 123.77% |
Dipen Mehta Invst LLC | 13,210 | $2.67M | $4.54M | $1.87M | 70.15% |
Jason E. Archambault SK Wealth Management LLC | 1,386 | $286,631.71 | $474,524.82 | $187,893.11 | 65.55% |
Daniel Cesta Pinnacle Wealth Management Group Inc. | 3,450 | $430,247.07 | $1.23M | $800,195.4 | 185.99% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 99,533 | $22.02M | $36M | $13.98M | 63.51% |
| CPS Chow Pak Sun Gordian Capital Singapore Pte Ltd. | 20 | $5,737.2 | $6,847.4 | $1,110.2 | 19.35% |
Sandra Garcia Long Walk Management LP | 47,500 | $16.78M | $16.32M | -$465,024.06 | -2.77% |
Kasey Fegan Corsicana & Co. | 4,313 | $1.16M | $1.54M | $376,133.83 | 32.37% |
| YL Yosef Levy Y.D. More Investments Ltd. | 133,097 | $32.35M | $49.96M | $17.61M | 54.44% |
| TCL Therese C.D. Linden Bank of New Hampshire | 14,336 | $2.05M | $5.11M | $3.06M | 148.81% |
Bethany Wagner Level Financial Advisors | 902 | $154,683.81 | $321,698.29 | $167,014.48 | 107.97% |
Joseph Castro Nuveen LLC | 31.46M | $5.5B | $11.2B | $5.69B | 103.51% |
Beatriz Gutierrez Junco CV Advisors LLC | 26,414 | $6.63M | $9.42M | $2.8M | 42.19% |
| JNM Jay Nelsen Myers Treynor Bancshares Inc. | 1,130 | $215,197.2 | $403,014.49 | $187,817.29 | 87.28% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 8,309 | $2.37M | $2.96M | $595,955.5 | 25.17% |
Mark Hansen Hansen & Associates Financial Group Inc. | 7,025 | $2.05M | $2.51M | $455,529.4 | 22.22% |
Maree Sgro BG Investment Services Inc. | 1,669 | $337,990.37 | $626,459.17 | $288,468.8 | 85.35% |
| BWA Boulder Wealth Advisors LLC Boulder Wealth Advisors LLC | 1,850 | $317,671.75 | $653,919.5 | $336,247.75 | 105.85% |
William Jeffrey Draper Strategic Planning Group LLC | 95,828 | $18.86M | $34.18M | $15.32M | 81.22% |