| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Matt Hunter Heartland Bank & Trust Co. | 15,177 | $3M | $3.77M | $768,598.93 | 25.58% |
Shad Lamm Keystone Wealth Services LLC | 3,866 | $674,507.66 | $981,616.06 | $307,108.4 | 45.53% |
Dipen Mehta Invst LLC | 1,816 | $306,426.06 | $461,100.56 | $154,674.5 | 50.48% |
Matthew Fong Seldon Capita LLP | 1,713 | $293,042.91 | $436,069.84 | $143,026.93 | 48.81% |
Shawn M. McHugh WealthTrust Asset Management LLC | 903 | $220,748.38 | $229,465.84 | $8,717.46 | 3.95% |
Jason E. Archambault SK Wealth Management LLC | 1,417 | $232,141.09 | $359,606.26 | $127,465.17 | 54.91% |
Daniel Cesta Pinnacle Wealth Management Group Inc. | 2,406 | $386,114.56 | $610,907.46 | $224,792.9 | 58.22% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 47,169 | $8.11M | $11.97M | $3.86M | 47.62% |
Kasey Fegan Corsicana & Co. | 14,904 | $2.48M | $3.78M | $1.3M | 52.41% |
| YL Yosef Levy Y.D. More Investments Ltd. | 2,788 | $435,615.81 | $707,901.08 | $272,285.27 | 62.51% |
| TCL Therese C.D. Linden Bank of New Hampshire | 14,591 | $2.49M | $3.7M | $1.22M | 48.85% |
Joseph Castro Nuveen LLC | 12.98M | $2.38B | $3.3B | $915.2M | 38.45% |
Beatriz Gutierrez Junco CV Advisors LLC | 1,510 | $383,494.7 | $383,404.1 | -$90.6 | -0.02% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 6,932 | $1.49M | $1.76M | $271,032.5 | 18.2% |
Suzanne Cross JTC Employer Solutions Trustee Ltd | 2,230 | $367,370.2 | $566,219.3 | $198,849.1 | 54.13% |
Hannah Tackett Penobscot Wealth Management | 1,047 | $217,955.09 | $265,309.8 | $47,354.71 | 21.73% |
Spencer Rand Five Oceans Advisors | 4,196 | $673,123.63 | $1.04M | $370,043.93 | 54.97% |
| TH Teodora Harrop Border to Coast Pensions Partnership Ltd | 201,429 | $49.74M | $51.01M | $1.27M | 2.54% |
S. Hardy Taylor Heritage Investment Group Inc. | 4,413 | $754,322.91 | $1.12M | $366,181.92 | 48.54% |
Kimberly Van Winkle Twelve Points Wealth Management LLC | 11,534 | $1.9M | $2.87M | $971,914.4 | 51.27% |