| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kyle P. Smith NewEdge Wealth LLC | 17,563 | $954,556.97 | $1.1M | $143,306.16 | 15.01% |
Matt Hunter Heartland Bank & Trust Co. | 3,625 | $210,682.5 | $226,888.75 | $16,206.25 | 7.69% |
Shad Lamm Keystone Wealth Services LLC | 4,354 | $256,961.3 | $272,995.8 | $16,034.5 | 6.24% |
Dipen Mehta Invst LLC | 11,314 | $692,190.52 | $709,896.93 | $17,706.41 | 2.56% |
Kasey Fegan Corsicana & Co. | 330 | $20,446.8 | $21,077.1 | $630.3 | 3.08% |
| YL Yosef Levy Y.D. More Investments Ltd. | 2,091 | $118,795.87 | $131,105.7 | $12,309.83 | 10.36% |
| TCL Therese C.D. Linden Bank of New Hampshire | 1,100 | $68,424.8 | $70,257 | $1,832.2 | 2.68% |
Joseph Castro Nuveen LLC | 3.08M | $178.3M | $190.4M | $12.1M | 6.79% |
| SK Samira Kadam Cherry Creek Investment Advisors Inc. | 7,801 | $476,227.4 | $498,249.87 | $22,022.47 | 4.62% |
Richard Slavik Newbridge Financial Services Group Inc. | 9,120 | $537,873.63 | $572,234.4 | $34,360.77 | 6.39% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 2,723 | $144,935.98 | $173,918.01 | $28,982.03 | 20% |
Kurt Van Dyken Lifeworks Advisors LLC | 6,016 | $372,751.36 | $377,473.92 | $4,722.56 | 1.27% |
Kimberly Cappellano Private Wealth Asset Management LLC | 4,543 | $279,979.58 | $281,166.27 | $1,186.69 | 0.42% |
Sima Elimelech Activest Wealth Management | 66 | $3,978.55 | $4,215.42 | $236.87 | 5.95% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 6,255 | $357,302.8 | $399,506.85 | $42,204.05 | 11.81% |
Brian Baylis Bell Investment Advisors Inc. | 756 | $42,961.01 | $47,257.56 | $4,296.55 | 10% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 1.18M | $69.56M | $75.64M | $6.08M | 8.74% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 53,525 | $2.83M | $3.35M | $522,269.23 | 18.47% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 3,406 | $207,050.74 | $217,541.22 | $10,490.48 | 5.07% |
Chad Kelley Alliance Wealth Advisors LLC /UT | 11,165 | $626,134.63 | $713,108.55 | $86,973.92 | 13.89% |