| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeffery Yorg Focus Partners Advisor Solutions LLC | 3,882 | $1.66M | $1.76M | $101,038.42 | 6.09% |
| YL Yosef Levy Y.D. More Investments Ltd. | 8,055 | $3.96M | $3.71M | -$248,013.45 | -6.27% |
| TCL Therese C.D. Linden Bank of New Hampshire | 5,379 | $1.74M | $2.47M | $736,633.46 | 42.38% |
Joseph Castro Nuveen LLC | 3.01M | $1.1B | $1.42B | $318.2M | 28.87% |
| MPM Mark P. Mennitt CenterBook Partners LP | 514 | $214,823.56 | $236,152.16 | $21,328.6 | 9.93% |
William Jeffrey Draper Strategic Planning Group LLC | 17,740 | $7.47M | $8.04M | $568,057.08 | 7.61% |
Spencer Rand Five Oceans Advisors | 635 | $191,993.86 | $293,236.65 | $101,242.79 | 52.73% |
Kevin B. Crawford JB Capital LLC | 1,593 | $362,135.24 | $735,344.73 | $373,209.49 | 103.06% |
Richard Slavik Newbridge Financial Services Group Inc. | 499 | $194,899.31 | $235,173.71 | $40,274.4 | 20.66% |
Kimberly Cappellano Private Wealth Asset Management LLC | 123 | $43,250.48 | $55,602.15 | $12,351.67 | 28.56% |
Sima Elimelech Activest Wealth Management | 8 | $3,333.92 | $3,770.32 | $436.4 | 13.09% |
| RWA Roberts Wealth Advisors LLC Roberts Wealth Advisors LLC | 20,353 | $3.72M | $9.39M | $5.67M | 152.28% |
Robert Tutela Essex LLC | 1,959 | $338,221.35 | $903,334.08 | $565,112.73 | 167.08% |
Brian Baylis Bell Investment Advisors Inc. | 205 | $52,351.15 | $93,758.8 | $41,407.65 | 79.1% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 87,546 | $37.7M | $40.16M | $2.46M | 6.53% |
| KC Kasey Cook Maripau Wealth Management LLC | 498 | $207,536.52 | $232,117.8 | $24,581.28 | 11.84% |
| JSD Jeffrey S. Dabbs Kercheville Advisors LLC | 1,156 | $171,640.16 | $527,205.36 | $355,565.2 | 207.16% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 103,986 | $42.24M | $47.56M | $5.32M | 12.6% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 81 | $10,880.76 | $38,174.49 | $27,293.73 | 250.84% |
Andrew Endelman Independent Wealth Network Inc. | 537 | $234,847.83 | $247,554.31 | $12,706.48 | 5.41% |