| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| GAG Goodman Advisory Group LLC Goodman Advisory Group LLC | 30 | $4,417.23 | $5,484.6 | $1,067.37 | 24.16% |
John Mezzasalma Mezzasalma Advisors LLC | 5,600 | $391,199.2 | $1.02M | $632,592.86 | 161.71% |
Matt Hunter Heartland Bank & Trust Co. | 11,230 | $781,453.37 | $2.05M | $1.27M | 162.72% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 2,970 | $896,078.67 | $579,818.25 | -$316,260.42 | -35.29% |
| YL Yosef Levy Y.D. More Investments Ltd. | 117,724 | $17.33M | $23.01M | $5.68M | 32.74% |
Joseph Castro Nuveen LLC | 3.55M | $325.4M | $648.55M | $323.15M | 99.31% |
| MJB Michael John Blaszczyk SRN Advisors LLC | 23,970 | $946,746.59 | $4.38M | $3.44M | 362.87% |
| TSR Ted S. Rich RiverTree Advisors LLC | 730 | $220,248.29 | $133,458.61 | -$86,789.68 | -39.41% |
| MPM Mark P. Mennitt CenterBook Partners LP | 41,460 | $5.22M | $7.58M | $2.36M | 45.22% |
| HP Hannah Perry Crestmont Private Wealth LLC | 1,860 | $200,619.6 | $340,045.22 | $139,425.62 | 69.5% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 698 | $210,594 | $127,608.37 | -$82,985.63 | -39.41% |
James D. King Lindenwold Advisors Inc. | 19,510 | $650,405.19 | $3.57M | $2.92M | 448.4% |
Spencer Rand Five Oceans Advisors | 3,897 | $230,744.62 | $712,449.58 | $481,704.96 | 208.76% |
| MWA Motive Wealth Advisors Motive Wealth Advisors | 1,953 | $226,740.13 | $357,047.46 | $130,307.33 | 57.47% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 3,473 | $521,099.54 | $634,933.89 | $113,834.35 | 21.85% |
| CCM Carmel Capital Management LLC Carmel Capital Management LLC | 87,020 | $3.83M | $15.91M | $12.08M | 315.46% |
Richard Slavik Newbridge Financial Services Group Inc. | 390 | $43,304.36 | $71,299.8 | $27,995.44 | 64.65% |
| BO Brian Oliveira Clear Street Group Inc. | 42,740 | $6.18M | $7.81M | $1.63M | 26.36% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 300 | $11,975.1 | $54,846 | $42,870.9 | 358% |
Kurt Van Dyken Lifeworks Advisors LLC | 7,550 | $517,688.76 | $1.38M | $862,602.32 | 166.63% |