| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeffery Yorg Focus Partners Advisor Solutions LLC | 9,218 | $1.5M | $2.09M | $595,024.6 | 39.73% |
Kasey Fegan Corsicana & Co. | 500 | $45,845 | $113,510 | $67,665 | 147.6% |
| YL Yosef Levy Y.D. More Investments Ltd. | 955 | $118,083.3 | $216,804.1 | $98,720.8 | 83.6% |
| TCL Therese C.D. Linden Bank of New Hampshire | 5,126 | $473,167.73 | $1.1M | $629,383.61 | 133.01% |
Joseph Castro Nuveen LLC | 5.6M | $669.67M | $1.27B | $603.81M | 90.16% |
| MPM Mark P. Mennitt CenterBook Partners LP | 2,146 | $342,762.32 | $487,184.92 | $144,422.6 | 42.13% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 2,060 | $302,013.77 | $469,000.2 | $166,986.43 | 55.29% |
| WJD William Jeffrey Draper Strategic Planning Group LLC | 72,568 | $10.82M | $16.58M | $5.75M | 53.14% |
| SC Suzanne Cross JTC Employer Solutions Trustee Ltd | 1,500 | $118,515 | $340,530 | $222,015 | 187.33% |
| SR Spencer Rand Five Oceans Advisors | 2,945 | $286,161.26 | $670,488.15 | $384,326.89 | 134.3% |
| TH Teodora Harrop Border to Coast Pensions Partnership Ltd | 278,808 | $49.26M | $63.29M | $14.03M | 28.49% |
| MWA Motive Wealth Advisors Motive Wealth Advisors | 1,303 | $207,124.88 | $295,807.06 | $88,682.18 | 42.82% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 6,808 | $1.02M | $1.55M | $527,923.92 | 51.65% |
Katie Smith Delos Wealth Advisors LLC | 517 | $72,824.62 | $117,369.34 | $44,544.72 | 61.17% |
Kevin B. Crawford JB Capital LLC | 1,937 | $209,445.48 | $440,338.21 | $230,892.73 | 110.24% |
| RS Richard Slavik Newbridge Financial Services Group Inc. | 521 | $92,493.13 | $119,290.76 | $26,797.63 | 28.97% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 46 | $4,505.99 | $10,457.18 | $5,951.19 | 132.07% |
Kimberly Cappellano Private Wealth Asset Management LLC | 1,934 | $247,193.41 | $439,656.22 | $192,462.81 | 77.86% |
| SE Sima Elimelech Activest Wealth Management | 623 | $83,890.14 | $142,305.66 | $58,415.52 | 69.63% |
Jodi Greenlund Financial Council LLC | 1,543 | $217,346.98 | $350,291.86 | $132,944.88 | 61.17% |