| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kyle P. Smith NewEdge Wealth LLC | 10,697 | $6.22M | $6.35M | $135,495.23 | 2.18% |
| GAG Goodman Advisory Group LLC Goodman Advisory Group LLC | 70 | $34,832 | $40,201 | $5,369 | 15.41% |
Ben Rothwell Keystone Financial Services | 749 | $375,518.63 | $431,109.42 | $55,590.79 | 14.8% |
Matt Hunter Heartland Bank & Trust Co. | 1,928 | $980,277.34 | $1.11M | $126,973.04 | 12.95% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 1,631 | $817,718.14 | $938,770.98 | $121,052.84 | 14.8% |
Kasey Fegan Corsicana & Co. | 7 | $3,395.14 | $4,020.1 | $624.96 | 18.41% |
| YL Yosef Levy Y.D. More Investments Ltd. | 195 | $105,970.4 | $110,126.25 | $4,155.85 | 3.92% |
| TCL Therese C.D. Linden Bank of New Hampshire | 1,947 | $1.05M | $1.12M | $70,888.35 | 6.77% |
Joseph Castro Nuveen LLC | 1.65M | $877.82M | $945.87M | $68.04M | 7.75% |
| MPM Mark P. Mennitt CenterBook Partners LP | 3,740 | $1.83M | $2.15M | $317,794.91 | 17.37% |
Suzanne Cross JTC Employer Solutions Trustee Ltd | 299 | $151,649.81 | $171,715.7 | $20,065.89 | 13.23% |
Hannah Tackett Penobscot Wealth Management | 446 | $218,585.24 | $256,137.8 | $37,552.56 | 17.18% |
Spencer Rand Five Oceans Advisors | 568 | $322,903.47 | $326,202.39 | $3,298.92 | 1.02% |
| TH Teodora Harrop Border to Coast Pensions Partnership Ltd | 87,990 | $43.28M | $50.53M | $7.25M | 16.75% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 1,067 | $554,784.74 | $612,778.09 | $57,993.35 | 10.45% |
Kevin B. Crawford JB Capital LLC | 404 | $163,805.84 | $232,017.2 | $68,211.36 | 41.64% |
Richard Slavik Newbridge Financial Services Group Inc. | 86 | $46,582.94 | $49,389.8 | $2,806.86 | 6.03% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 90 | $51,873.3 | $51,687 | -$186.3 | -0.36% |
Adam J. Peck Riverwater Partners LLC | 2,365 | $1.25M | $1.36M | $107,373.56 | 8.58% |
| EJL Emery J. Levick US Asset Management LLC | 678 | $387,361.74 | $389,375.39 | $2,013.65 | 0.52% |