| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| EBA Eagle Bay Advisors LLC Eagle Bay Advisors LLC | 3,173 | $209,604.31 | $225,727.22 | $16,122.91 | 7.69% |
| CAL CSM Advisors LLC CSM Advisors LLC | 514,942 | $30.59M | $36.73M | $6.14M | 20.06% |
Matt Hunter Heartland Bank & Trust Co. | 3,053 | $201,467.47 | $217,739.96 | $16,272.49 | 8.08% |
| SL Shad Lamm Keystone Wealth Services LLC | 10,363 | $515,164.72 | $737,223.82 | $222,059.1 | 43.1% |
| DM Dipen Mehta Invst LLC | 4,628 | $280,205.15 | $329,235.92 | $49,030.77 | 17.5% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 42,104 | $2.41M | $3M | $584,686.91 | 24.25% |
Kasey Fegan Corsicana & Co. | 856 | $41,564.79 | $60,895.84 | $19,331.05 | 46.51% |
| YL Yosef Levy Y.D. More Investments Ltd. | 2,523 | $127,431.79 | $179,486.22 | $52,054.43 | 40.85% |
| TCL Therese C.D. Linden Bank of New Hampshire | 3,072 | $164,852.73 | $227,819.52 | $62,966.79 | 38.2% |
Joseph Castro Nuveen LLC | 7.79M | $475.66M | $554.33M | $78.67M | 16.54% |
| MPM Mark P. Mennitt CenterBook Partners LP | 8,069 | $458,882.14 | $574,028.66 | $115,146.52 | 25.09% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 10,863 | $631,521.7 | $762,148.08 | $130,626.38 | 20.68% |
| SC Suzanne Cross JTC Employer Solutions Trustee Ltd | 3,000 | $143,040 | $213,420 | $70,380 | 49.2% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 56,808 | $2.63M | $3.99M | $1.36M | 51.78% |
Kevin B. Crawford JB Capital LLC | 4,724 | $209,859.92 | $335,994.5 | $126,134.58 | 60.1% |
| RS Richard Slavik Newbridge Financial Services Group Inc. | 58,828 | $3.78M | $4.18M | $399,149.87 | 10.55% |
Jeffrey Dominguez Dominguez Wealth Management Solutions Inc. | 4,226 | $217,153.76 | $300,637.64 | $83,483.88 | 38.44% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 513 | $23,367.15 | $36,487.12 | $13,119.97 | 56.15% |
Kurt Van Dyken Lifeworks Advisors LLC | 137,796 | $8.78M | $9.8M | $1.02M | 11.64% |
Kimberly Cappellano Private Wealth Asset Management LLC | 20,259 | $1.22M | $1.44M | $225,177.08 | 18.52% |