| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| EBA Eagle Bay Advisors LLC Eagle Bay Advisors LLC | 706 | $504,470.02 | $891,494.44 | $387,024.42 | 76.72% |
| CAL CSM Advisors LLC CSM Advisors LLC | 27,478 | $24.14M | $34.71M | $10.57M | 43.78% |
Erica Nortman Capitol Family Office Inc. | 1,804 | $975,758.62 | $2.29M | $1.31M | 134.2% |
| GAG Goodman Advisory Group LLC Goodman Advisory Group LLC | 460 | $379,918.6 | $580,943.2 | $201,024.6 | 52.91% |
Carrie Delgott Wescott Financial Advisory Group LLC | 9,460 | $5.03M | $12.02M | $6.99M | 139.1% |
John Mezzasalma Mezzasalma Advisors LLC | 1,764 | $1.59M | $2.23M | $637,605.43 | 40.01% |
Matt Hunter Heartland Bank & Trust Co. | 6,357 | $2.87M | $8.04M | $5.17M | 180.04% |
Shad Lamm Keystone Wealth Services LLC | 518 | $292,406.1 | $653,669.38 | $361,263.28 | 123.55% |
Dipen Mehta Invst LLC | 8,643 | $8.8M | $10.91M | $2.11M | 23.96% |
Matthew Fong Seldon Capita LLP | 404 | $217,000.52 | $510,615.6 | $293,615.08 | 135.31% |
Shawn M. McHugh WealthTrust Asset Management LLC | 2,151 | $1.68M | $2.7M | $1.02M | 61.11% |
Jason E. Archambault SK Wealth Management LLC | 303 | $264,709.37 | $383,070.78 | $118,361.41 | 44.71% |
Daniel Cesta Pinnacle Wealth Management Group Inc. | 351 | $271,732.25 | $439,315.11 | $167,582.86 | 61.67% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 13,987 | $12.03M | $17.73M | $5.71M | 47.44% |
| CPS Chow Pak Sun Gordian Capital Singapore Pte Ltd. | 10 | $7,630 | $12,607.95 | $4,977.95 | 65.24% |
Kasey Fegan Corsicana & Co. | 228 | $67,268 | $287,925.24 | $220,657.24 | 328.03% |
| YL Yosef Levy Y.D. More Investments Ltd. | 835 | $691,516.17 | $1.05M | $358,863.73 | 51.9% |
| TCL Therese C.D. Linden Bank of New Hampshire | 605 | $208,067.8 | $760,723.97 | $552,656.17 | 265.61% |
Bethany Wagner Level Financial Advisors | 424 | $173,536.71 | $536,360 | $362,823.29 | 209.08% |
Joseph Castro Nuveen LLC | 5.06M | $4.18B | $6.12B | $1.94B | 46.37% |