| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeffery Yorg Focus Partners Advisor Solutions LLC | 17,805 | $7.35M | $7.19M | -$153,744.6 | -2.09% |
| CPS Chow Pak Sun Gordian Capital Singapore Pte Ltd. | 3,500 | $947,065 | $1.4M | $449,645 | 47.48% |
Kasey Fegan Corsicana & Co. | 1,996 | $827,979.89 | $827,142.38 | -$837.51 | -0.1% |
| YL Yosef Levy Y.D. More Investments Ltd. | 258 | $89,080.68 | $105,147.9 | $16,067.22 | 18.04% |
| TCL Therese C.D. Linden Bank of New Hampshire | 240 | $115,344.04 | $99,456 | -$15,888.04 | -13.77% |
Joseph Castro Nuveen LLC | 3.74M | $1.93B | $1.53B | -$397.68M | -20.64% |
| HP Hannah Perry Crestmont Private Wealth LLC | 494 | $205,321.22 | $201,097.51 | -$4,223.71 | -2.06% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 2,184 | $857,291.32 | $905,049.58 | $47,758.26 | 5.57% |
Mark Hansen Hansen & Associates Financial Group Inc. | 1,186 | $495,736 | $491,478.39 | -$4,257.61 | -0.86% |
Maree Sgro BG Investment Services Inc. | 1,236 | $595,378.8 | $503,731.79 | -$91,647.01 | -15.39% |
James D. King Lindenwold Advisors Inc. | 5,250 | $2.6M | $2.18M | -$424,171.3 | -16.32% |
Hannah Tackett Penobscot Wealth Management | 1,256 | $512,737.94 | $520,486.39 | $7,748.45 | 1.51% |
Spencer Rand Five Oceans Advisors | 1,128 | $561,882.96 | $467,443.19 | -$94,439.77 | -16.81% |
| TH Teodora Harrop Border to Coast Pensions Partnership Ltd | 179,621 | $72.02M | $74.43M | $2.42M | 3.36% |
Kimberly Van Winkle Twelve Points Wealth Management LLC | 2,130 | $806,947.38 | $867,080.37 | $60,132.99 | 7.45% |
| MWA Motive Wealth Advisors Motive Wealth Advisors | 872 | $306,922.13 | $361,356.79 | $54,434.66 | 17.74% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 5,507 | $2.44M | $2.28M | -$153,558.85 | -6.3% |
| HFR Herbert F. Reilly III HFR Wealth Management LLC | 985 | $421,968.74 | $400,973.79 | -$20,994.95 | -4.98% |
Kevin B. Crawford JB Capital LLC | 8,727 | $2.98M | $3.62M | $632,243.15 | 21.19% |
Richard Slavik Newbridge Financial Services Group Inc. | 6,007 | $1.93M | $2.41M | $488,380.87 | 25.37% |