| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Matt Hunter Heartland Bank & Trust Co. | 7,603 | $2.55M | $4.4M | $1.85M | 72.85% |
Shad Lamm Keystone Wealth Services LLC | 2,391 | $925,753.81 | $1.41M | $480,010.73 | 51.85% |
Dipen Mehta Invst LLC | 6,994 | $3.04M | $4.13M | $1.08M | 35.51% |
Matthew Fong Seldon Capita LLP | 1,382 | $464,835.7 | $815,255.58 | $350,419.88 | 75.39% |
Shawn M. McHugh WealthTrust Asset Management LLC | 4,516 | $1.81M | $2.51M | $702,364.73 | 38.77% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 33,983 | $20.79M | $20.19M | -$598,758.8 | -2.88% |
| CPS Chow Pak Sun Gordian Capital Singapore Pte Ltd. | 1,859 | $1.07M | $1.11M | $35,864.99 | 3.35% |
Kasey Fegan Corsicana & Co. | 1,293 | $736,368.34 | $719,826.06 | -$16,542.28 | -2.25% |
| YL Yosef Levy Y.D. More Investments Ltd. | 52,407 | $23.08M | $30.81M | $7.73M | 33.47% |
| TCL Therese C.D. Linden Bank of New Hampshire | 4,488 | $2.46M | $2.5M | $35,779.66 | 1.45% |
Bethany Wagner Level Financial Advisors | 802 | $461,405.36 | $446,481.44 | -$14,923.92 | -3.23% |
Joseph Castro Nuveen LLC | 9.64M | $7.1B | $5.73B | -$1.36B | -19.23% |
Beatriz Gutierrez Junco CV Advisors LLC | 20,010 | $11.77M | $11.14M | -$625,633.83 | -5.32% |
| MPM Mark P. Mennitt CenterBook Partners LP | 75,888 | $42.98M | $45.15M | $2.17M | 5.05% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 1,456 | $936,790.03 | $810,569.79 | -$126,220.24 | -13.47% |
Mark Hansen Hansen & Associates Financial Group Inc. | 2,345 | $1.6M | $1.31M | -$296,843.96 | -18.53% |
Maree Sgro BG Investment Services Inc. | 547 | $328,556.67 | $321,603.18 | -$6,953.49 | -2.12% |
| BWA Boulder Wealth Advisors LLC Boulder Wealth Advisors LLC | 371 | $244,893.39 | $219,669.09 | -$25,224.3 | -10.3% |
James D. King Lindenwold Advisors Inc. | 4,978 | $1.63M | $2.77M | $1.14M | 70.19% |
William Jeffrey Draper Strategic Planning Group LLC | 40,698 | $23.02M | $22.66M | -$364,338.69 | -1.58% |