| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Shad Lamm Keystone Wealth Services LLC | 5,095 | $360,478.04 | $550,361.88 | $189,883.84 | 52.68% |
James H. Hanna, III North Reef Capital Management LP | 175,000 | $16.45M | $19.44M | $2.99M | 18.21% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 28,312 | $2.47M | $3.06M | $587,398.9 | 23.77% |
Kasey Fegan Corsicana & Co. | 1,500 | $109,215 | $157,860 | $48,645 | 44.54% |
| YL Yosef Levy Y.D. More Investments Ltd. | 1,052 | $78,964.45 | $113,637.04 | $34,672.59 | 43.91% |
Joseph Castro Nuveen LLC | 5.89M | $466.95M | $635.64M | $168.7M | 36.13% |
Suzanne Cross JTC Employer Solutions Trustee Ltd | 5,670 | $421,569.6 | $596,710.8 | $175,141.2 | 41.55% |
Spencer Rand Five Oceans Advisors | 2,556 | $200,645.61 | $268,993.44 | $68,347.83 | 34.06% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 5,986 | $437,737.73 | $629,966.64 | $192,228.91 | 43.91% |
| HFR Herbert F. Reilly III HFR Wealth Management LLC | 167,634 | $11.28M | $18.04M | $6.76M | 59.91% |
| SK Samira Kadam Cherry Creek Investment Advisors Inc. | 2,349 | $234,647.88 | $247,208.76 | $12,560.88 | 5.35% |
Kevin B. Crawford JB Capital LLC | 8,082 | $545,478.98 | $850,549.68 | $305,070.7 | 55.93% |
Richard Slavik Newbridge Financial Services Group Inc. | 108 | $10,309.27 | $11,997.72 | $1,688.45 | 16.38% |
Kurt Van Dyken Lifeworks Advisors LLC | 3,069 | $284,252.01 | $340,935.2 | $56,683.19 | 19.94% |
Adam J. Peck Riverwater Partners LLC | 23,399 | $1.46M | $2.6M | $1.14M | 78.08% |
Kimberly Cappellano Private Wealth Asset Management LLC | 685 | $53,759.26 | $73,973.15 | $20,213.89 | 37.6% |
Sima Elimelech Activest Wealth Management | 96 | $9,022.08 | $10,103.04 | $1,080.96 | 11.98% |
Christina Forster Pazienza Guardian Partners Inc. | 243 | $22,422 | $25,573.32 | $3,151.32 | 14.05% |
| RWA Roberts Wealth Advisors LLC Roberts Wealth Advisors LLC | 27,086 | $2.04M | $2.85M | $813,474.36 | 39.93% |
Andrew J. Swenson ARS Wealth Advisors Group LLC | 3,190 | $253,155.78 | $335,715.6 | $82,559.82 | 32.61% |