| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Matthew Fong Seldon Capita LLP | 1,873 | $225,303.17 | $254,447.07 | $29,143.9 | 12.94% |
Jason E. Archambault SK Wealth Management LLC | 1,970 | $214,572.42 | $261,852.4 | $47,279.98 | 22.03% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 86,089 | $8.2M | $11.05M | $2.84M | 34.65% |
Kasey Fegan Corsicana & Co. | 2,665 | $248,033.73 | $346,983 | $98,949.27 | 39.89% |
| YL Yosef Levy Y.D. More Investments Ltd. | 245 | $20,562.85 | $31,440.85 | $10,878 | 52.9% |
| TCL Therese C.D. Linden Bank of New Hampshire | 8,478 | $910,674.27 | $1.1M | $193,161.33 | 21.21% |
Joseph Castro Nuveen LLC | 9.66M | $963.99M | $1.27B | $301.01M | 31.23% |
Beatriz Gutierrez Junco CV Advisors LLC | 10,000 | $1.28M | $1.3M | $17,000 | 1.32% |
| MJB Michael John Blaszczyk SRN Advisors LLC | 8,325 | $821,546.52 | $1.08M | $262,368.48 | 31.94% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 2,758 | $337,343.16 | $359,091.6 | $21,748.44 | 6.45% |
Suzanne Cross JTC Employer Solutions Trustee Ltd | 3,729 | $336,028.6 | $485,515.8 | $149,487.2 | 44.49% |
Hannah Tackett Penobscot Wealth Management | 5,566 | $522,950.56 | $724,693.2 | $201,742.64 | 38.58% |
Spencer Rand Five Oceans Advisors | 3,157 | $297,906.77 | $411,041.4 | $113,134.63 | 37.98% |
Kimberly Van Winkle Twelve Points Wealth Management LLC | 13,661 | $1.25M | $1.76M | $505,118.57 | 40.36% |
| MWA Motive Wealth Advisors Motive Wealth Advisors | 2,473 | $266,321.45 | $321,984.6 | $55,663.15 | 20.9% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 29,492 | $3.55M | $3.84M | $291,715.67 | 8.22% |
Katie Smith Delos Wealth Advisors LLC | 253 | $32,510.5 | $34,370.05 | $1,859.55 | 5.72% |
Kevin B. Crawford JB Capital LLC | 174,917 | $17.28M | $22.77M | $5.49M | 31.79% |
Richard Slavik Newbridge Financial Services Group Inc. | 13,054 | $1.64M | $1.77M | $133,785.2 | 8.16% |
Jeffrey Dominguez Dominguez Wealth Management Solutions Inc. | 22,203 | $2.45M | $2.89M | $436,680.82 | 17.79% |