| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeffery Yorg Focus Partners Advisor Solutions LLC | 34,668 | $6.96M | $8.06M | $1.1M | 15.8% |
| CPS Chow Pak Sun Gordian Capital Singapore Pte Ltd. | 111 | $31,214.31 | $26,169.91 | -$5,044.4 | -16.16% |
Kasey Fegan Corsicana & Co. | 404 | $65,541.83 | $93,911.82 | $28,369.99 | 43.29% |
| YL Yosef Levy Y.D. More Investments Ltd. | 11,657 | $3.23M | $2.7M | -$535,690.18 | -16.58% |
| TCL Therese C.D. Linden Bank of New Hampshire | 10,120 | $2.04M | $2.34M | $301,924.4 | 14.8% |
Joseph Castro Nuveen LLC | 3.41M | $847.14M | $776.38M | -$70.76M | -8.35% |
| MJB Michael John Blaszczyk SRN Advisors LLC | 3,089 | $679,055.03 | $720,632.81 | $41,577.78 | 6.12% |
| HP Hannah Perry Crestmont Private Wealth LLC | 750 | $210,907.49 | $175,203.75 | -$35,703.74 | -16.93% |
Suzanne Cross JTC Employer Solutions Trustee Ltd | 155 | $18,415.55 | $36,030.52 | $17,614.97 | 95.65% |
Hannah Tackett Penobscot Wealth Management | 855 | $214,704.09 | $200,189.7 | -$14,514.39 | -6.76% |
Spencer Rand Five Oceans Advisors | 2,298 | $347,700.62 | $532,331.7 | $184,631.08 | 53.1% |
S. Hardy Taylor Heritage Investment Group Inc. | 781 | $219,625 | $182,597.8 | -$37,027.2 | -16.86% |
Kimberly Van Winkle Twelve Points Wealth Management LLC | 4,833 | $927,081.26 | $1.12M | $191,637.41 | 20.67% |
| MWA Motive Wealth Advisors Motive Wealth Advisors | 1,312 | $256,768.73 | $305,971.52 | $49,202.79 | 19.16% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 9,496 | $1.94M | $2.2M | $257,902.7 | 13.31% |
| HFR Herbert F. Reilly III HFR Wealth Management LLC | 783 | $220,187.42 | $182,517.3 | -$37,670.12 | -17.11% |
| SK Samira Kadam Cherry Creek Investment Advisors Inc. | 37,918 | $5.42M | $8.78M | $3.36M | 61.99% |
Katie Smith Delos Wealth Advisors LLC | 4,193 | $761,120.69 | $974,746.71 | $213,626.02 | 28.07% |
Kevin B. Crawford JB Capital LLC | 3,984 | $607,088.73 | $925,323.84 | $318,235.11 | 52.42% |
Richard Slavik Newbridge Financial Services Group Inc. | 2,318 | $648,548.46 | $528,225.84 | -$120,322.62 | -18.55% |