| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kyle P. Smith NewEdge Wealth LLC | 31,931 | $1.56M | $1.83M | $275,276.43 | 17.69% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 2,067 | $110,295.12 | $117,591.63 | $7,296.51 | 6.62% |
Matthew Carney Nfj Investment Group LLC | 585 | $24,698.7 | $33,280.65 | $8,581.95 | 34.75% |
Jessica Clark Caerus Investment Advisors LLC | 8,504 | $453,773.44 | $478,435.04 | $24,661.6 | 5.43% |
| EBA Eagle Bay Advisors LLC Eagle Bay Advisors LLC | 4,347 | $232,398.92 | $244,562.22 | $12,163.3 | 5.23% |
| CAL CSM Advisors LLC CSM Advisors LLC | 1.04M | $48.9M | $58.52M | $9.61M | 19.66% |
Erica Nortman Capitol Family Office Inc. | 884 | $53,393.6 | $50,502.92 | -$2,890.68 | -5.41% |
| GAG Goodman Advisory Group LLC Goodman Advisory Group LLC | 151,298 | $7.42M | $8.68M | $1.26M | 17.03% |
Matt Hunter Heartland Bank & Trust Co. | 8,463 | $440,160.63 | $481,460.07 | $41,299.44 | 9.38% |
Shawn M. McHugh WealthTrust Asset Management LLC | 74,000 | $4.14M | $4.25M | $107,330.04 | 2.59% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 53,109 | $2.44M | $3.04M | $607,164.31 | 24.92% |
Kasey Fegan Corsicana & Co. | 294 | $16,749.18 | $16,540.44 | -$208.74 | -1.25% |
| YL Yosef Levy Y.D. More Investments Ltd. | 2,557 | $109,083.7 | $143,856.82 | $34,773.12 | 31.88% |
| TCL Therese C.D. Linden Bank of New Hampshire | 1,173 | $64,083.81 | $65,992.98 | $1,909.17 | 2.98% |
Joseph Castro Nuveen LLC | 3.41M | $145.01M | $195.99M | $50.99M | 35.16% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 20,455 | $957,479.53 | $1.15M | $193,318.77 | 20.19% |
Richard Slavik Newbridge Financial Services Group Inc. | 1,990 | $115,262.68 | $114,176.25 | -$1,086.43 | -0.94% |
Jeffrey Dominguez Dominguez Wealth Management Solutions Inc. | 3,797 | $229,312 | $218,061.71 | -$11,250.29 | -4.91% |
| EJL Emery J. Levick US Asset Management LLC | 4,437 | $201,334.8 | $254,750.35 | $53,415.55 | 26.53% |
Kimberly Cappellano Private Wealth Asset Management LLC | 33,027 | $1.39M | $1.88M | $487,344.8 | 34.94% |