| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jason E. Archambault SK Wealth Management LLC | 1,564 | $410,928.42 | $612,939.42 | $202,011 | 49.16% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 66,475 | $21.48M | $26.16M | $4.68M | 21.78% |
| CPS Chow Pak Sun Gordian Capital Singapore Pte Ltd. | 511 | $181,801.76 | $200,263.45 | $18,461.69 | 10.15% |
Kasey Fegan Corsicana & Co. | 124 | $55,145.28 | $48,789.04 | -$6,356.24 | -11.53% |
| YL Yosef Levy Y.D. More Investments Ltd. | 6,417 | $1.26M | $2.52M | $1.27M | 101.02% |
| TCL Therese C.D. Linden Bank of New Hampshire | 625 | $202,959.48 | $237,918.75 | $34,959.27 | 17.22% |
Bethany Wagner Level Financial Advisors | 642 | $206,750.4 | $253,243.32 | $46,492.92 | 22.49% |
Joseph Castro Nuveen LLC | 13.59M | $3.63B | $5.36B | $1.72B | 47.47% |
Beatriz Gutierrez Junco CV Advisors LLC | 4,707 | $1.75M | $1.84M | $90,672.96 | 5.17% |
| MPM Mark P. Mennitt CenterBook Partners LP | 14,803 | $6.66M | $5.82M | -$832,816.78 | -12.51% |
| HP Hannah Perry Crestmont Private Wealth LLC | 768 | $243,962.88 | $302,177.28 | $58,214.4 | 23.86% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 909 | $314,504.41 | $358,564.14 | $44,059.73 | 14.01% |
Mark Hansen Hansen & Associates Financial Group Inc. | 2,978 | $1.31M | $1.17M | -$137,464.3 | -10.5% |
Maree Sgro BG Investment Services Inc. | 2,827 | $1.08M | $1.11M | $32,390.62 | 3% |
| BWA Boulder Wealth Advisors LLC Boulder Wealth Advisors LLC | 656 | $288,014.85 | $258,109.76 | -$29,905.09 | -10.38% |
| WJD William Jeffrey Draper Strategic Planning Group LLC | 33,508 | $12.02M | $13.1M | $1.09M | 9.03% |
| SC Suzanne Cross JTC Employer Solutions Trustee Ltd | 1,075 | $406,552.07 | $422,969.5 | $16,417.43 | 4.04% |
| SR Spencer Rand Five Oceans Advisors | 4,835 | $1.25M | $1.91M | $655,216.76 | 52.33% |
| TH Teodora Harrop Border to Coast Pensions Partnership Ltd | 179,012 | $75.19M | $70.43M | -$4.75M | -6.32% |
| SHT S. Hardy Taylor Heritage Investment Group Inc. | 818 | $363,894.49 | $321,850.28 | -$42,044.21 | -11.55% |