| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Carrie Delgott Wescott Financial Advisory Group LLC | 3,135 | $577,459.37 | $701,142.72 | $123,683.35 | 21.42% |
Matt Hunter Heartland Bank & Trust Co. | 5,852 | $1.23M | $1.38M | $150,571.99 | 12.24% |
Dipen Mehta Invst LLC | 1,300 | $315,159 | $304,694 | -$10,465 | -3.32% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 34,668 | $6.96M | $8.07M | $1.11M | 15.91% |
| CPS Chow Pak Sun Gordian Capital Singapore Pte Ltd. | 111 | $31,214.31 | $26,193.78 | -$5,020.53 | -16.08% |
Kasey Fegan Corsicana & Co. | 404 | $65,541.83 | $90,354.6 | $24,812.77 | 37.86% |
| YL Yosef Levy Y.D. More Investments Ltd. | 11,657 | $3.23M | $2.74M | -$490,694.28 | -15.18% |
| TCL Therese C.D. Linden Bank of New Hampshire | 10,572 | $2.1M | $2.36M | $261,543.06 | 12.44% |
Joseph Castro Nuveen LLC | 3.41M | $847.14M | $805.1M | -$42.04M | -4.96% |
| MJB Michael John Blaszczyk SRN Advisors LLC | 3,089 | $679,055.03 | $690,854.82 | $11,799.79 | 1.74% |
| HP Hannah Perry Crestmont Private Wealth LLC | 750 | $210,907.49 | $177,960 | -$32,947.49 | -15.62% |
Suzanne Cross JTC Employer Solutions Trustee Ltd | 155 | $18,415.55 | $34,665.75 | $16,250.2 | 88.24% |
Hannah Tackett Penobscot Wealth Management | 855 | $214,704.09 | $191,220.74 | -$23,483.35 | -10.94% |
Spencer Rand Five Oceans Advisors | 2,298 | $347,700.62 | $513,947.68 | $166,247.06 | 47.81% |
S. Hardy Taylor Heritage Investment Group Inc. | 781 | $219,625 | $174,670.64 | -$44,954.36 | -20.47% |
Kimberly Van Winkle Twelve Points Wealth Management LLC | 4,833 | $927,081.26 | $1.15M | $219,692.98 | 23.7% |
| MWA Motive Wealth Advisors Motive Wealth Advisors | 1,312 | $256,768.73 | $293,428.79 | $36,660.06 | 14.28% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 9,496 | $1.94M | $2.12M | $185,685.53 | 9.58% |
| HFR Herbert F. Reilly III HFR Wealth Management LLC | 783 | $220,187.42 | $185,790.24 | -$34,397.18 | -15.62% |
| SK Samira Kadam Cherry Creek Investment Advisors Inc. | 37,918 | $5.42M | $8.48M | $3.06M | 56.45% |