| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| EBA Eagle Bay Advisors LLC Eagle Bay Advisors LLC | 25,523 | $6.75M | $9.36M | $2.61M | 38.71% |
| CAL CSM Advisors LLC CSM Advisors LLC | 89,311 | $34.19M | $31.63M | -$2.57M | -7.51% |
Erica Nortman Capitol Family Office Inc. | 265 | $68,677.4 | $96,022.75 | $27,345.35 | 39.82% |
Carrie Delgott Wescott Financial Advisory Group LLC | 2,461 | $799,302.01 | $885,447.13 | $86,145.12 | 10.78% |
John Mezzasalma Mezzasalma Advisors LLC | 73,627 | $18.42M | $26.42M | $8M | 43.41% |
Matt Hunter Heartland Bank & Trust Co. | 7,715 | $1.76M | $2.77M | $1M | 56.79% |
Shad Lamm Keystone Wealth Services LLC | 6,942 | $2M | $2.48M | $475,044.41 | 23.72% |
Dipen Mehta Invst LLC | 4,008 | $1.05M | $1.43M | $378,170.82 | 35.98% |
Shawn M. McHugh WealthTrust Asset Management LLC | 3,024 | $1.12M | $1.1M | -$25,068.96 | -2.23% |
Jason E. Archambault SK Wealth Management LLC | 1,522 | $399,939.96 | $548,734.27 | $148,794.31 | 37.2% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 67,442 | $21.89M | $24.28M | $2.4M | 10.97% |
| CPS Chow Pak Sun Gordian Capital Singapore Pte Ltd. | 11 | $4,089.25 | $4,028.31 | -$60.94 | -1.49% |
Kasey Fegan Corsicana & Co. | 189 | $82,484.28 | $67,446.54 | -$15,037.74 | -18.23% |
| YL Yosef Levy Y.D. More Investments Ltd. | 6,458 | $1.27M | $2.27M | $997,947.47 | 78.4% |
| TCL Therese C.D. Linden Bank of New Hampshire | 588 | $189,925.86 | $206,611.44 | $16,685.58 | 8.79% |
Bethany Wagner Level Financial Advisors | 640 | $206,115.08 | $231,603.2 | $25,488.12 | 12.37% |
Joseph Castro Nuveen LLC | 15.96M | $4.63B | $5.79B | $1.16B | 24.97% |
Beatriz Gutierrez Junco CV Advisors LLC | 5,698 | $2.11M | $2.1M | -$3,221.03 | -0.15% |
| HP Hannah Perry Crestmont Private Wealth LLC | 737 | $234,115.42 | $267,361.49 | $33,246.07 | 14.2% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 2,033 | $763,377.09 | $724,906.83 | -$38,470.26 | -5.04% |