| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jessica Clark Caerus Investment Advisors LLC | 1,016 | $290,155.6 | $391,027.92 | $100,872.32 | 34.76% |
Erica Nortman Capitol Family Office Inc. | 125 | $44,563.75 | $47,068.75 | $2,505 | 5.62% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 9,521 | $2.55M | $3.65M | $1.11M | 43.39% |
Kasey Fegan Corsicana & Co. | 6,024 | $958,958.19 | $2.32M | $1.36M | 141.85% |
| YL Yosef Levy Y.D. More Investments Ltd. | 137 | $33,921.12 | $52,790.21 | $18,869.09 | 55.63% |
| TCL Therese C.D. Linden Bank of New Hampshire | 5,871 | $1.38M | $2.26M | $877,972.51 | 63.41% |
Joseph Castro Nuveen LLC | 1.05M | $279.13M | $397.55M | $118.42M | 42.43% |
Beatriz Gutierrez Junco CV Advisors LLC | 4,100 | $1.35M | $1.57M | $211,683 | 15.64% |
| MJB Michael John Blaszczyk SRN Advisors LLC | 822 | $198,011.95 | $313,823.16 | $115,811.21 | 58.49% |
| MPM Mark P. Mennitt CenterBook Partners LP | 1,817 | $529,982.56 | $704,596.26 | $174,613.7 | 32.95% |
Spencer Rand Five Oceans Advisors | 1,082 | $180,623.72 | $419,004.5 | $238,380.78 | 131.98% |
Kimberly Van Winkle Twelve Points Wealth Management LLC | 662 | $218,539.44 | $256,809.66 | $38,270.22 | 17.51% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 1,136 | $305,276.86 | $438,882.24 | $133,605.38 | 43.77% |
Katie Smith Delos Wealth Advisors LLC | 91 | $24,346.14 | $35,051.38 | $10,705.24 | 43.97% |
Kevin B. Crawford JB Capital LLC | 4,280 | $718,949.63 | $1.65M | $932,145.97 | 129.65% |
Richard Slavik Newbridge Financial Services Group Inc. | 70 | $20,547.26 | $26,447.4 | $5,900.14 | 28.71% |
Kurt Van Dyken Lifeworks Advisors LLC | 2,095 | $492,866.52 | $805,862.7 | $312,996.18 | 63.51% |
Kimberly Cappellano Private Wealth Asset Management LLC | 4,063 | $1.08M | $1.53M | $455,844.28 | 42.4% |
Sima Elimelech Activest Wealth Management | 97 | $28,224.18 | $36,648.54 | $8,424.36 | 29.85% |
Jodi Greenlund Financial Council LLC | 994 | $228,759.16 | $378,654.36 | $149,895.2 | 65.53% |