| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jessica Clark Caerus Investment Advisors LLC | 3,933 | $390,114.27 | $410,998.5 | $20,884.23 | 5.35% |
Matt Hunter Heartland Bank & Trust Co. | 2,957 | $290,909.66 | $307,261.87 | $16,352.21 | 5.62% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 23,053 | $2.16M | $2.48M | $323,604.12 | 14.99% |
Kasey Fegan Corsicana & Co. | 2,125 | $209,057.5 | $221,467.5 | $12,410 | 5.94% |
| TCL Therese C.D. Linden Bank of New Hampshire | 34,492 | $7.08M | $3.59M | -$3.48M | -49.21% |
Bethany Wagner Level Financial Advisors | 12,152 | $1.53M | $1.27M | -$265,885.76 | -17.35% |
Joseph Castro Nuveen LLC | 2.04M | $220.69M | $213.34M | -$7.34M | -3.33% |
Beatriz Gutierrez Junco CV Advisors LLC | 2,225 | $220,697.75 | $231,889.5 | $11,191.75 | 5.07% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 5,993 | $703,084.61 | $624,590.46 | -$78,494.15 | -11.16% |
| SK Samira Kadam Cherry Creek Investment Advisors Inc. | 25,846 | $2.34M | $2.69M | $352,176.44 | 15.04% |
Kevin B. Crawford JB Capital LLC | 37,540 | $3.98M | $3.91M | -$63,571.94 | -1.6% |
Richard Slavik Newbridge Financial Services Group Inc. | 761 | $77,259.65 | $79,524.5 | $2,264.85 | 2.93% |
| BO Brian Oliveira Clear Street Group Inc. | 11,133 | $1.13M | $1.16M | $22,757.31 | 2.01% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 111 | $17,422.81 | $11,568.42 | -$5,854.39 | -33.6% |
Kurt Van Dyken Lifeworks Advisors LLC | 3,721 | $467,849.96 | $388,844.5 | -$79,005.46 | -16.89% |
| EJL Emery J. Levick US Asset Management LLC | 1,960 | $210,700 | $203,663.6 | -$7,036.4 | -3.34% |
Kimberly Cappellano Private Wealth Asset Management LLC | 3,389 | $372,756.25 | $354,896.08 | -$17,860.17 | -4.79% |
Sima Elimelech Activest Wealth Management | 204 | $20,069.52 | $21,260.88 | $1,191.36 | 5.94% |
Christina Forster Pazienza Guardian Partners Inc. | 2,025 | $200,859.75 | $211,045.5 | $10,185.75 | 5.07% |
Cheryl Smith DB Fitzpatrick & Co Inc. | 129 | $27,649.86 | $13,444.38 | -$14,205.48 | -51.38% |