| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CAL CSM Advisors LLC CSM Advisors LLC | 10,838 | $4.84M | $5.17M | $331,209.39 | 6.84% |
| GAG Goodman Advisory Group LLC Goodman Advisory Group LLC | 311 | $150,779.02 | $148,378.1 | -$2,400.92 | -1.59% |
Jason E. Archambault SK Wealth Management LLC | 927 | $431,129.16 | $442,271.71 | $11,142.55 | 2.58% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 1,708 | $803,394.42 | $828,089.62 | $24,695.2 | 3.07% |
Kasey Fegan Corsicana & Co. | 6 | $2,349.84 | $2,862.6 | $512.76 | 21.82% |
Joseph Castro Nuveen LLC | 1.08M | $520.2M | $517.41M | -$2.79M | -0.54% |
Beatriz Gutierrez Junco CV Advisors LLC | 3,200 | $1.59M | $1.53M | -$62,816 | -3.95% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 751 | $373,044 | $358,302.11 | -$14,741.89 | -3.95% |
William Jeffrey Draper Strategic Planning Group LLC | 18,666 | $8.4M | $8.91M | $506,131.12 | 6.03% |
Spencer Rand Five Oceans Advisors | 506 | $229,393.34 | $241,412.61 | $12,019.27 | 5.24% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 1,356 | $631,543.86 | $646,947.61 | $15,403.75 | 2.44% |
| SK Samira Kadam Cherry Creek Investment Advisors Inc. | 770 | $346,867.73 | $367,367.01 | $20,499.28 | 5.91% |
Richard Slavik Newbridge Financial Services Group Inc. | 10 | $4,465.4 | $4,771 | $305.6 | 6.84% |
Kurt Van Dyken Lifeworks Advisors LLC | 3,022 | $1.35M | $1.44M | $90,194.23 | 6.67% |
Adam J. Peck Riverwater Partners LLC | 525 | $234,433.5 | $250,477.51 | $16,044.01 | 6.84% |
| EJL Emery J. Levick US Asset Management LLC | 504 | $228,486.62 | $240,458.41 | $11,971.79 | 5.24% |
Rick Hurley Heirloom Wealth Management | 23,458 | $7.23M | $11.19M | $3.96M | 54.78% |
Kimberly Cappellano Private Wealth Asset Management LLC | 401 | $194,056.27 | $191,317.1 | -$2,739.17 | -1.41% |
Sima Elimelech Activest Wealth Management | 58 | $26,493.56 | $27,671.8 | $1,178.24 | 4.45% |
Brian Baylis Bell Investment Advisors Inc. | 150 | $51,259.61 | $74,410.5 | $23,150.89 | 45.16% |