| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Melissa Tiscareno Bradley & Co. Private Wealth Management LLC | 24 | $3,389.52 | $3,592.56 | $203.04 | 5.99% |
Kyle P. Smith NewEdge Wealth LLC | 17,805 | $1.99M | $2.67M | $676,808.67 | 34.04% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 1,962 | $237,883.22 | $303,089.76 | $65,206.54 | 27.41% |
Jessica Clark Caerus Investment Advisors LLC | 3,003 | $302,612.61 | $463,903.44 | $161,290.83 | 53.3% |
| CAL CSM Advisors LLC CSM Advisors LLC | 7,029 | $908,529.87 | $1.09M | $177,310.05 | 19.52% |
Matt Hunter Heartland Bank & Trust Co. | 1,844 | $223,289.96 | $283,976 | $60,686.04 | 27.18% |
Matthew Fong Seldon Capita LLP | 6,666 | $870,646.26 | $1.03M | $159,117.42 | 18.28% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 24,803 | $2.88M | $3.66M | $779,416.96 | 27.03% |
Kasey Fegan Corsicana & Co. | 2,585 | $434,127.39 | $373,506.68 | -$60,620.71 | -13.96% |
| TCL Therese C.D. Linden Bank of New Hampshire | 100 | $8,970 | $14,449 | $5,479 | 61.08% |
Joseph Castro Nuveen LLC | 3.69M | $394.65M | $561.57M | $166.92M | 42.3% |
Suzanne Cross JTC Employer Solutions Trustee Ltd | 2,800 | $335,518.96 | $404,572.03 | $69,053.07 | 20.58% |
Kimberly Van Winkle Twelve Points Wealth Management LLC | 9,545 | $856,186.5 | $1.43M | $572,700 | 66.89% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 4,613 | $638,359.41 | $666,532.42 | $28,173.01 | 4.41% |
Kevin B. Crawford JB Capital LLC | 2,210 | $267,608.9 | $319,322.92 | $51,714.02 | 19.32% |
Richard Slavik Newbridge Financial Services Group Inc. | 101 | $13,191.61 | $15,602.48 | $2,410.87 | 18.28% |
Jeffrey Dominguez Dominguez Wealth Management Solutions Inc. | 13,738 | $2.03M | $1.99M | -$46,419.94 | -2.29% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 694 | $96,737.73 | $100,276.07 | $3,538.34 | 3.66% |
Kurt Van Dyken Lifeworks Advisors LLC | 3,939 | $514,472.79 | $608,496.72 | $94,023.93 | 18.28% |
| EJL Emery J. Levick US Asset Management LLC | 2,857 | $279,271.75 | $439,978 | $160,706.25 | 57.54% |