| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| GAG Goodman Advisory Group LLC Goodman Advisory Group LLC | 18 | $9,427.5 | $7,570.53 | -$1,856.97 | -19.7% |
Matt Hunter Heartland Bank & Trust Co. | 3,647 | $1.23M | $1.53M | $306,484.54 | 24.97% |
| DM Dipen Mehta Invst LLC | 4,068 | $1.27M | $1.72M | $444,043.41 | 34.93% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 11,809 | $4.85M | $4.98M | $124,656.65 | 2.57% |
| CPS Chow Pak Sun Gordian Capital Singapore Pte Ltd. | 4,000 | $1.08M | $1.68M | $599,232.9 | 55.33% |
Kasey Fegan Corsicana & Co. | 23 | $7,941.9 | $9,697.37 | $1,755.47 | 22.1% |
| YL Yosef Levy Y.D. More Investments Ltd. | 364 | $125,679.72 | $153,471.5 | $27,791.78 | 22.11% |
| TCL Therese C.D. Linden Bank of New Hampshire | 242 | $116,305.32 | $104,760.59 | -$11,544.73 | -9.93% |
Joseph Castro Nuveen LLC | 3.44M | $1.8B | $1.45B | -$355.6M | -19.74% |
| MPM Mark P. Mennitt CenterBook Partners LP | 2,817 | $762,252.03 | $1.19M | $425,465.59 | 55.82% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 772 | $270,242.62 | $323,097.44 | $52,854.82 | 19.56% |
Maree Sgro BG Investment Services Inc. | 1,337 | $646,470.66 | $563,746.04 | -$82,724.62 | -12.8% |
| JDK James D. King Lindenwold Advisors Inc. | 5,250 | $2.6M | $2.21M | -$386,240 | -14.86% |
| HT Hannah Tackett Penobscot Wealth Management | 1,248 | $509,412.9 | $522,312.95 | $12,900.05 | 2.53% |
| SR Spencer Rand Five Oceans Advisors | 1,008 | $512,007.36 | $421,868.16 | -$90,139.2 | -17.61% |
| TH Teodora Harrop Border to Coast Pensions Partnership Ltd | 179,621 | $72.02M | $75.73M | $3.71M | 5.16% |
Kimberly Van Winkle Twelve Points Wealth Management LLC | 2,471 | $993,946.72 | $1.04M | $47,888.65 | 4.82% |
| MWA Motive Wealth Advisors Motive Wealth Advisors | 786 | $271,177.95 | $331,397.25 | $60,219.3 | 22.21% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 5,507 | $2.44M | $2.3M | -$130,869.95 | -5.37% |
| HFR Herbert F. Reilly III HFR Wealth Management LLC | 1,090 | $464,014.94 | $459,571.25 | -$4,443.69 | -0.96% |