| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Matt Hunter Heartland Bank & Trust Co. | 2,424 | $1.07M | $1.21M | $137,315.1 | 12.78% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 3,542 | $1.7M | $1.75M | $51,332.35 | 3.02% |
Kasey Fegan Corsicana & Co. | 10 | $4,750 | $4,993.3 | $243.3 | 5.12% |
| YL Yosef Levy Y.D. More Investments Ltd. | 718 | $280,190.28 | $356,941.35 | $76,751.07 | 27.39% |
| TCL Therese C.D. Linden Bank of New Hampshire | 150 | $58,229.1 | $74,575.5 | $16,346.4 | 28.07% |
Bethany Wagner Level Financial Advisors | 2,566 | $1.27M | $1.27M | -$3,652.82 | -0.29% |
Joseph Castro Nuveen LLC | 4.01M | $1.88B | $1.98B | $98.84M | 5.26% |
| MJB Michael John Blaszczyk SRN Advisors LLC | 1,717 | $629,300 | $848,747.44 | $219,447.44 | 34.87% |
William Jeffrey Draper Strategic Planning Group LLC | 25,334 | $12.59M | $12.51M | -$74,677.12 | -0.59% |
Spencer Rand Five Oceans Advisors | 581 | $258,974 | $291,197.2 | $32,223.2 | 12.44% |
| MWA Motive Wealth Advisors Motive Wealth Advisors | 568 | $265,758.1 | $280,773.76 | $15,015.66 | 5.65% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 2,327 | $1.21M | $1.16M | -$49,704.72 | -4.12% |
| SK Samira Kadam Cherry Creek Investment Advisors Inc. | 485 | $186,484.88 | $242,621.25 | $56,136.37 | 30.1% |
Kevin B. Crawford JB Capital LLC | 501 | $236,086.76 | $249,903.81 | $13,817.05 | 5.85% |
Richard Slavik Newbridge Financial Services Group Inc. | 81 | $41,281.56 | $39,908.7 | -$1,372.86 | -3.33% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 232 | $95,436.97 | $115,343.44 | $19,906.47 | 20.86% |
Kurt Van Dyken Lifeworks Advisors LLC | 14,771 | $6.6M | $7.36M | $766,183.46 | 11.61% |
Adam J. Peck Riverwater Partners LLC | 1,127 | $496,994.75 | $564,493.68 | $67,498.93 | 13.58% |
| EJL Emery J. Levick US Asset Management LLC | 3,015 | $1.07M | $1.49M | $416,914.2 | 38.9% |
Rick Hurley Heirloom Wealth Management | 51,350 | $21.28M | $25.67M | $4.4M | 20.66% |