| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CAL CSM Advisors LLC CSM Advisors LLC | 18,620 | $2.59M | $5.55M | $2.96M | 114.28% |
John Mezzasalma Mezzasalma Advisors LLC | 1,060 | $258,830.8 | $315,842.9 | $57,012.1 | 22.03% |
Matt Hunter Heartland Bank & Trust Co. | 3,589 | $453,830.87 | $1.07M | $615,565.51 | 135.64% |
| DM Dipen Mehta Invst LLC | 3,856 | $941,558.08 | $1.14M | $200,473.44 | 21.29% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 12,023 | $2.2M | $3.56M | $1.36M | 61.79% |
| CPS Chow Pak Sun Gordian Capital Singapore Pte Ltd. | 1,625 | $396,792.5 | $484,193.12 | $87,400.62 | 22.03% |
Kasey Fegan Corsicana & Co. | 37 | $7,131.38 | $10,958.29 | $3,826.91 | 53.66% |
| TCL Therese C.D. Linden Bank of New Hampshire | 300 | $33,750 | $93,399 | $59,649 | 176.74% |
Joseph Castro Nuveen LLC | 984,658 | $161.47M | $290.81M | $129.34M | 80.1% |
| MJB Michael John Blaszczyk SRN Advisors LLC | 4,461 | $559,224.73 | $1.32M | $765,112.34 | 136.82% |
| SR Spencer Rand Five Oceans Advisors | 1,378 | $162,273.74 | $418,085.19 | $255,811.45 | 157.64% |
| SHT S. Hardy Taylor Heritage Investment Group Inc. | 1,649 | $249,582.24 | $488,384.33 | $238,802.09 | 95.68% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 2,551 | $346,424.62 | $773,973.37 | $427,548.75 | 123.42% |
| SK Samira Kadam Cherry Creek Investment Advisors Inc. | 1,756 | $119,608.64 | $520,074.52 | $400,465.88 | 334.81% |
Katie Smith Delos Wealth Advisors LLC | 1,279 | $300,673.79 | $378,801.43 | $78,127.64 | 25.98% |
| RS Richard Slavik Newbridge Financial Services Group Inc. | 740 | $102,967.13 | $219,062.2 | $116,095.07 | 112.75% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 2,243 | $310,976.53 | $662,447.62 | $351,471.09 | 113.02% |
Kurt Van Dyken Lifeworks Advisors LLC | 2,696 | $416,320.22 | $796,236.64 | $379,916.42 | 91.26% |
Kimberly Cappellano Private Wealth Asset Management LLC | 972 | $141,610.7 | $287,070.48 | $145,459.78 | 102.72% |
| SE Sima Elimelech Activest Wealth Management | 35 | $5,973.63 | $10,704.75 | $4,731.12 | 79.2% |