| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CAL CSM Advisors LLC CSM Advisors LLC | 37,079 | $26.24M | $38.52M | $12.28M | 46.8% |
Carrie Delgott Wescott Financial Advisory Group LLC | 2,370 | $966,760.57 | $2.41M | $1.45M | 149.65% |
John Mezzasalma Mezzasalma Advisors LLC | 555 | $214,727.95 | $576,750.42 | $362,022.47 | 168.6% |
Matt Hunter Heartland Bank & Trust Co. | 503 | $383,344.45 | $521,716.63 | $138,372.18 | 36.1% |
Shad Lamm Keystone Wealth Services LLC | 224 | $226,546.88 | $237,525.12 | $10,978.24 | 4.85% |
Dipen Mehta Invst LLC | 1,937 | $1.06M | $2.01M | $949,761.44 | 89.37% |
Daniel Cesta Pinnacle Wealth Management Group Inc. | 350 | $173,288.5 | $356,433 | $183,144.5 | 105.69% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 2,740 | $1.67M | $2.91M | $1.23M | 73.53% |
| YL Yosef Levy Y.D. More Investments Ltd. | 221 | $116,699.19 | $234,343.98 | $117,644.79 | 100.81% |
| TCL Therese C.D. Linden Bank of New Hampshire | 1,023 | $858,964.57 | $1.04M | $182,838.17 | 21.29% |
Joseph Castro Nuveen LLC | 1.25M | $686.6M | $1.29B | $606.38M | 88.32% |
Beatriz Gutierrez Junco CV Advisors LLC | 4,452 | $4.5M | $4.53M | $31,208.52 | 0.69% |
| MJB Michael John Blaszczyk SRN Advisors LLC | 1,124 | $643,624.8 | $1.14M | $501,034.32 | 77.85% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 205 | $206,839 | $208,767.9 | $1,928.9 | 0.93% |
William Jeffrey Draper Strategic Planning Group LLC | 507 | $445,678.67 | $516,318.66 | $70,639.99 | 15.85% |
Spencer Rand Five Oceans Advisors | 704 | $266,905.58 | $716,939.52 | $450,033.94 | 168.61% |
| MWA Motive Wealth Advisors Motive Wealth Advisors | 381 | $277,824.49 | $388,002.78 | $110,178.29 | 39.66% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 2,158 | $1.69M | $2.2M | $509,007.63 | 30.14% |
Katie Smith Delos Wealth Advisors LLC | 14 | $14,159.18 | $14,545.3 | $386.12 | 2.73% |
Kevin B. Crawford JB Capital LLC | 205 | $207,330.85 | $208,767.9 | $1,437.05 | 0.69% |