| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| YL Yosef Levy Y.D. More Investments Ltd. | 2,616 | $134,123.13 | $191,308.08 | $57,184.95 | 42.64% |
| TCL Therese C.D. Linden Bank of New Hampshire | 2,930 | $157,433.23 | $214,270.9 | $56,837.67 | 36.1% |
Joseph Castro Nuveen LLC | 6.17M | $378.12M | $454.35M | $76.23M | 20.16% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 11,738 | $693,885.9 | $858,399.94 | $164,514.04 | 23.71% |
Suzanne Cross JTC Employer Solutions Trustee Ltd | 3,000 | $143,040 | $219,390 | $76,350 | 53.38% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 56,808 | $2.63M | $4.15M | $1.53M | 58.2% |
Kevin B. Crawford JB Capital LLC | 4,763 | $212,665.97 | $348,318.19 | $135,652.22 | 63.79% |
Richard Slavik Newbridge Financial Services Group Inc. | 69,570 | $4.56M | $5.14M | $581,571.22 | 12.77% |
Jeffrey Dominguez Dominguez Wealth Management Solutions Inc. | 4,258 | $219,308.77 | $313,835.89 | $94,527.12 | 43.1% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 513 | $23,367.15 | $37,515.69 | $14,148.54 | 60.55% |
Kurt Van Dyken Lifeworks Advisors LLC | 155,321 | $10.04M | $11.36M | $1.32M | 13.14% |
Kimberly Cappellano Private Wealth Asset Management LLC | 20,259 | $1.22M | $1.49M | $275,723.29 | 22.68% |
Sima Elimelech Activest Wealth Management | 312 | $18,930.69 | $22,999.08 | $4,068.39 | 21.49% |
Christina Forster Pazienza Guardian Partners Inc. | 14,000 | $751,724.52 | $1.02M | $272,095.48 | 36.2% |
Andrew J. Swenson ARS Wealth Advisors Group LLC | 140,269 | $6.51M | $10.04M | $3.52M | 54.09% |
| EW Enzi Wealth Enzi Wealth | 10,976 | $479,632.53 | $785,442.56 | $305,810.03 | 63.76% |
Brian G. Wade Ardent Capital Management Inc. | 13,910 | $864,571.78 | $1.02M | $160,038.82 | 18.51% |
Brian Baylis Bell Investment Advisors Inc. | 1,408 | $65,995.01 | $103,966.72 | $37,971.71 | 57.54% |
Kalon Hoard Holland Advisory Services Inc. | 7,710 | $324,765.88 | $569,576.25 | $244,810.37 | 75.38% |
| JSD Jeffrey S. Dabbs Kercheville Advisors LLC | 4,313 | $259,586.55 | $317,587.75 | $58,001.2 | 22.34% |