| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mack, Connie Clarity Financial LLC | 646 | $253,104.37 | $322,954.78 | $69,850.41 | 27.6% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 6,625 | $3.29M | $3.33M | $36,304.93 | 1.1% |
Jessica Clark Caerus Investment Advisors LLC | 510 | $253,332.31 | $254,964.3 | $1,631.99 | 0.64% |
| CAL CSM Advisors LLC CSM Advisors LLC | 6,133 | $2.74M | $3.06M | $317,321.42 | 11.59% |
Jason E. Archambault SK Wealth Management LLC | 927 | $431,129.16 | $466,892.82 | $35,763.66 | 8.3% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 1,708 | $803,394.42 | $878,988.04 | $75,593.62 | 9.41% |
Kasey Fegan Corsicana & Co. | 6 | $2,349.84 | $3,087.78 | $737.94 | 31.4% |
Joseph Castro Nuveen LLC | 1.08M | $518.84M | $556.67M | $37.83M | 7.29% |
Beatriz Gutierrez Junco CV Advisors LLC | 3,200 | $1.59M | $1.67M | $82,175.97 | 5.17% |
| MPM Mark P. Mennitt CenterBook Partners LP | 3,718 | $1.85M | $1.94M | $95,478.2 | 5.17% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 751 | $373,044 | $382,739.64 | $9,695.64 | 2.6% |
William Jeffrey Draper Strategic Planning Group LLC | 18,666 | $8.4M | $9.4M | $1M | 11.93% |
Spencer Rand Five Oceans Advisors | 506 | $229,393.34 | $260,402.78 | $31,009.44 | 13.52% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 1,356 | $631,543.86 | $696,466.69 | $64,922.83 | 10.28% |
| SK Samira Kadam Cherry Creek Investment Advisors Inc. | 770 | $346,867.73 | $387,710.4 | $40,842.67 | 11.77% |
Richard Slavik Newbridge Financial Services Group Inc. | 10 | $4,465.4 | $5,146.3 | $680.9 | 15.25% |
Kurt Van Dyken Lifeworks Advisors LLC | 3,242 | $1.46M | $1.65M | $187,123.26 | 12.81% |
Adam J. Peck Riverwater Partners LLC | 563 | $253,309.24 | $294,116.83 | $40,807.59 | 16.11% |
| EJL Emery J. Levick US Asset Management LLC | 504 | $228,486.62 | $253,113.84 | $24,627.22 | 10.78% |
Rick Hurley Heirloom Wealth Management | 23,458 | $7.23M | $11.88M | $4.65M | 64.28% |