| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeffery Yorg Focus Partners Advisor Solutions LLC | 12,523 | $2.19M | $2.73M | $544,872.27 | 24.9% |
Kasey Fegan Corsicana & Co. | 500 | $45,845 | $105,210 | $59,365 | 129.49% |
| YL Yosef Levy Y.D. More Investments Ltd. | 982 | $123,727.37 | $214,341.14 | $90,613.77 | 73.24% |
| TCL Therese C.D. Linden Bank of New Hampshire | 5,046 | $465,832.53 | $1.06M | $595,946.79 | 127.93% |
Joseph Castro Nuveen LLC | 5.91M | $733.12M | $1.27B | $538.49M | 73.45% |
| MPM Mark P. Mennitt CenterBook Partners LP | 8,123 | $1.59M | $1.75M | $156,931.23 | 9.86% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 2,357 | $364,098.61 | $495,959.94 | $131,861.33 | 36.22% |
William Jeffrey Draper Strategic Planning Group LLC | 72,568 | $10.82M | $15.27M | $4.45M | 41.07% |
Suzanne Cross JTC Employer Solutions Trustee Ltd | 1,500 | $118,515 | $315,630 | $197,115 | 166.32% |
Spencer Rand Five Oceans Advisors | 2,952 | $287,624.54 | $621,159.84 | $333,535.3 | 115.96% |
| TH Teodora Harrop Border to Coast Pensions Partnership Ltd | 337,784 | $61.58M | $71.08M | $9.5M | 15.42% |
| MWA Motive Wealth Advisors Motive Wealth Advisors | 1,162 | $184,711.52 | $244,508.04 | $59,796.52 | 32.37% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 6,808 | $1.02M | $1.43M | $410,485.92 | 40.16% |
Katie Smith Delos Wealth Advisors LLC | 517 | $72,824.62 | $112,369.96 | $39,545.34 | 54.3% |
Kevin B. Crawford JB Capital LLC | 1,889 | $204,441.96 | $397,483.38 | $193,041.42 | 94.42% |
Richard Slavik Newbridge Financial Services Group Inc. | 5,523 | $1.14M | $1.2M | $62,312.94 | 5.48% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 46 | $4,505.99 | $9,679.32 | $5,173.33 | 114.81% |
Kimberly Cappellano Private Wealth Asset Management LLC | 3,777 | $632,454.09 | $813,301.41 | $180,847.32 | 28.59% |
Sima Elimelech Activest Wealth Management | 244 | $40,087.76 | $51,342.48 | $11,254.72 | 28.08% |
Jodi Greenlund Financial Council LLC | 1,543 | $217,346.98 | $324,678.06 | $107,331.08 | 49.38% |