| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ben Rothwell Keystone Financial Services | 11,488 | $1.28M | $2.33M | $1.04M | 81.35% |
Matt Hunter Heartland Bank & Trust Co. | 9,636 | $1.59M | $1.97M | $385,131.8 | 24.27% |
Shad Lamm Keystone Wealth Services LLC | 6,648 | $636,742.8 | $1.35M | $717,820.44 | 112.73% |
Dipen Mehta Invst LLC | 4,681 | $743,914.3 | $953,519.7 | $209,605.4 | 28.18% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 43,282 | $6.08M | $8.67M | $2.58M | 42.45% |
| YL Yosef Levy Y.D. More Investments Ltd. | 38 | $6,137.45 | $7,756.56 | $1,619.11 | 26.38% |
| TCL Therese C.D. Linden Bank of New Hampshire | 6,550 | $644,202.68 | $1.34M | $692,455.16 | 107.49% |
Joseph Castro Nuveen LLC | 8.89M | $1.41B | $1.83B | $416.61M | 29.52% |
| MPM Mark P. Mennitt CenterBook Partners LP | 5,067 | $837,777.78 | $1.03M | $196,675.6 | 23.48% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 4,069 | $657,550.55 | $828,855.3 | $171,304.75 | 26.05% |
Suzanne Cross JTC Employer Solutions Trustee Ltd | 944 | $93,559.84 | $192,627.92 | $99,068.08 | 105.89% |
Spencer Rand Five Oceans Advisors | 2,042 | $208,864.28 | $418,946.93 | $210,082.65 | 100.58% |
| MWA Motive Wealth Advisors Motive Wealth Advisors | 1,527 | $277,822.13 | $306,163.5 | $28,341.37 | 10.2% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 16,366 | $2.03M | $3.34M | $1.31M | 64.7% |
| HFR Herbert F. Reilly III HFR Wealth Management LLC | 1,478 | $234,602.94 | $298,969.84 | $64,366.9 | 27.44% |
Katie Smith Delos Wealth Advisors LLC | 351 | $63,927.63 | $71,651.38 | $7,723.75 | 12.08% |
Kevin B. Crawford JB Capital LLC | 6,703 | $744,967.49 | $1.37M | $620,835.79 | 83.34% |
Richard Slavik Newbridge Financial Services Group Inc. | 3,977 | $510,722.8 | $817,591.66 | $306,868.86 | 60.09% |
Kurt Van Dyken Lifeworks Advisors LLC | 2,327 | $346,323.09 | $474,009.9 | $127,686.81 | 36.87% |
| EJL Emery J. Levick US Asset Management LLC | 4,895 | $465,583.43 | $978,706.3 | $513,122.87 | 110.21% |