| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeffery Yorg Focus Partners Advisor Solutions LLC | 42,293 | $3.76M | $3.79M | $21,066.49 | 0.56% |
Kasey Fegan Corsicana & Co. | 2,820 | $185,039.2 | $256,098.3 | $71,059.1 | 38.4% |
| YL Yosef Levy Y.D. More Investments Ltd. | 2,420 | $217,850.21 | $219,373 | $1,522.79 | 0.7% |
| TCL Therese C.D. Linden Bank of New Hampshire | 4,502 | $360,319.16 | $408,106.3 | $47,787.14 | 13.26% |
Joseph Castro Nuveen LLC | 3.97M | $364.63M | $353.8M | -$10.82M | -2.97% |
S. Hardy Taylor Heritage Investment Group Inc. | 2,445 | $213,213.32 | $220,612.35 | $7,399.03 | 3.47% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 23,699 | $1.74M | $2.15M | $413,057.43 | 23.79% |
Kevin B. Crawford JB Capital LLC | 4,120 | $269,914.84 | $373,642.8 | $103,727.96 | 38.43% |
Richard Slavik Newbridge Financial Services Group Inc. | 2,565 | $214,281.72 | $228,746.7 | $14,464.98 | 6.75% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 870 | $60,976.34 | $78,865.5 | $17,889.16 | 29.34% |
Kurt Van Dyken Lifeworks Advisors LLC | 92,809 | $8.28M | $8.42M | $143,960.64 | 1.74% |
Kimberly Cappellano Private Wealth Asset Management LLC | 7,977 | $750,677.87 | $711,468.63 | -$39,209.24 | -5.22% |
Sima Elimelech Activest Wealth Management | 137 | $12,828.2 | $12,217.66 | -$610.54 | -4.76% |
Eddie Wilcox Rollins Financial Advisors LLC | 19,863 | $1.59M | $1.79M | $202,995.41 | 12.79% |
Christina Forster Pazienza Guardian Partners Inc. | 295 | $28,234 | $26,803.7 | -$1,430.3 | -5.07% |
| RWA Roberts Wealth Advisors LLC Roberts Wealth Advisors LLC | 8,739 | $762,992.68 | $792,976.86 | $29,984.18 | 3.93% |
Andrew J. Swenson ARS Wealth Advisors Group LLC | 111,582 | $8.24M | $10.17M | $1.94M | 23.53% |
Brian G. Wade Ardent Capital Management Inc. | 2,648 | $189,400.92 | $241,444.64 | $52,043.72 | 27.48% |
| WB William Bromley Innova Wealth Partners | 2,396 | $226,493.6 | $215,939.5 | -$10,554.1 | -4.66% |
Robert Tutela Essex LLC | 21,179 | $1.34M | $1.92M | $585,248.87 | 43.79% |