| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TCL Therese C.D. Linden Bank of New Hampshire | 1,507 | $141,298.43 | $441,076.29 | $299,777.86 | 212.16% |
Joseph Castro Nuveen LLC | 1.74M | $237.89M | $502.07M | $264.19M | 111.06% |
| HP Hannah Perry Crestmont Private Wealth LLC | 1,697 | $209,545.56 | $487,361.43 | $277,815.87 | 132.58% |
Suzanne Cross JTC Employer Solutions Trustee Ltd | 1,353 | $116,114.46 | $396,131.34 | $280,016.88 | 241.16% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 3,293 | $432,720.24 | $965,869.83 | $533,149.59 | 123.21% |
| SK Samira Kadam Cherry Creek Investment Advisors Inc. | 1,235 | $224,992.3 | $360,428.57 | $135,436.27 | 60.2% |
Katie Smith Delos Wealth Advisors LLC | 200 | $23,860 | $58,546 | $34,686 | 145.37% |
Kevin B. Crawford JB Capital LLC | 1,370 | $249,586.6 | $400,348.25 | $150,761.65 | 60.4% |
Richard Slavik Newbridge Financial Services Group Inc. | 1,250 | $304,687.58 | $361,500.01 | $56,812.43 | 18.65% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 125 | $16,431.25 | $36,585.62 | $20,154.37 | 122.66% |
Adam J. Peck Riverwater Partners LLC | 3,500 | $260,681.02 | $1.02M | $758,746.48 | 291.06% |
Kimberly Cappellano Private Wealth Asset Management LLC | 1,246 | $168,144.93 | $365,102.92 | $196,957.99 | 117.14% |
Sima Elimelech Activest Wealth Management | 353 | $45,910.8 | $102,087.6 | $56,176.8 | 122.36% |
Christina Forster Pazienza Guardian Partners Inc. | 725 | $122,561 | $212,352.5 | $89,791.5 | 73.26% |
Brian Baylis Bell Investment Advisors Inc. | 314 | $43,731.37 | $90,808.8 | $47,077.43 | 107.65% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 5,776 | $693,372.68 | $1.7M | $1M | 144.63% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 234,905 | $32.95M | $67.93M | $34.98M | 106.15% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 44 | $3,381.42 | $12,724.8 | $9,343.38 | 276.32% |
Andrew Endelman Independent Wealth Network Inc. | 1,605 | $219,467.57 | $469,366.2 | $249,898.63 | 113.87% |
Larry Herold Herold Advisors Inc. | 15,842 | $1.55M | $4.62M | $3.07M | 197.99% |