| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Matt Hunter Heartland Bank & Trust Co. | 11,247 | $875,762.01 | $2.26M | $1.38M | 158.1% |
Shad Lamm Keystone Wealth Services LLC | 12,251 | $1.66M | $2.46M | $803,788.13 | 48.47% |
Dipen Mehta Invst LLC | 23,376 | $3.99M | $4.7M | $708,433.29 | 17.76% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 46,336 | $8.16M | $9.26M | $1.1M | 13.46% |
Kasey Fegan Corsicana & Co. | 830 | $144,833.6 | $166,805.1 | $21,971.5 | 15.17% |
| YL Yosef Levy Y.D. More Investments Ltd. | 4,279 | $518,824.5 | $859,950.63 | $341,126.13 | 65.75% |
| TCL Therese C.D. Linden Bank of New Hampshire | 21,267 | $2.03M | $4.27M | $2.25M | 110.72% |
Joseph Castro Nuveen LLC | 12.43M | $1.4B | $2.49B | $1.09B | 78.08% |
| MPM Mark P. Mennitt CenterBook Partners LP | 135,093 | $15.76M | $26.36M | $10.6M | 67.23% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 1,594 | $298,158 | $320,346.18 | $22,188.18 | 7.44% |
Mark Hansen Hansen & Associates Financial Group Inc. | 1,591 | $185,621.97 | $316,338.53 | $130,716.56 | 70.42% |
William Jeffrey Draper Strategic Planning Group LLC | 52,755 | $5.16M | $10.55M | $5.39M | 104.46% |
Suzanne Cross JTC Employer Solutions Trustee Ltd | 8,099 | $544,572.07 | $1.63M | $1.08M | 198.89% |
Spencer Rand Five Oceans Advisors | 1,905 | $260,062.47 | $382,847.85 | $122,785.38 | 47.21% |
Kimberly Van Winkle Twelve Points Wealth Management LLC | 1,958 | $316,974.75 | $393,499.26 | $76,524.51 | 24.14% |
| MWA Motive Wealth Advisors Motive Wealth Advisors | 1,811 | $260,558.82 | $362,344.88 | $101,786.06 | 39.06% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 26,852 | $1.97M | $5.4M | $3.42M | 173.59% |
| SK Samira Kadam Cherry Creek Investment Advisors Inc. | 45,130 | $1.61M | $9.07M | $7.46M | 464.52% |
Kevin B. Crawford JB Capital LLC | 6,455 | $934,505.97 | $1.3M | $362,755.38 | 38.82% |
Richard Slavik Newbridge Financial Services Group Inc. | 87,942 | $6.3M | $17.56M | $11.26M | 178.67% |