| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Matt Hunter Heartland Bank & Trust Co. | 10,951 | $509,799.03 | $514,477.98 | $4,678.95 | 0.92% |
Shad Lamm Keystone Wealth Services LLC | 5,209 | $224,683.25 | $244,197.92 | $19,514.67 | 8.69% |
Daniel Cesta Pinnacle Wealth Management Group Inc. | 25,666 | $1.34M | $1.2M | -$140,762.15 | -10.49% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 106,343 | $4.47M | $4.96M | $492,203.82 | 11.01% |
Kasey Fegan Corsicana & Co. | 17,421 | $932,993.38 | $815,477.01 | -$117,516.37 | -12.6% |
| YL Yosef Levy Y.D. More Investments Ltd. | 4,052 | $181,487.5 | $189,957.76 | $8,470.26 | 4.67% |
| TCL Therese C.D. Linden Bank of New Hampshire | 12,361 | $691,436.34 | $578,618.41 | -$112,817.93 | -16.32% |
Joseph Castro Nuveen LLC | 15.69M | $701.51M | $738M | $36.48M | 5.2% |
Beatriz Gutierrez Junco CV Advisors LLC | 14,400 | $609,696 | $674,064 | $64,368 | 10.56% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 5,394 | $261,997.09 | $252,493.14 | -$9,503.95 | -3.63% |
Suzanne Cross JTC Employer Solutions Trustee Ltd | 710 | $38,682.84 | $33,235.1 | -$5,447.74 | -14.08% |
Spencer Rand Five Oceans Advisors | 12,808 | $518,957.27 | $599,542.48 | $80,585.21 | 15.53% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 55,034 | $2.52M | $2.58M | $61,122.22 | 2.43% |
| HFR Herbert F. Reilly III HFR Wealth Management LLC | 4,993 | $226,482.48 | $234,970.58 | $8,488.1 | 3.75% |
| SK Samira Kadam Cherry Creek Investment Advisors Inc. | 7,593 | $375,344.34 | $355,428.33 | -$19,916.01 | -5.31% |
Katie Smith Delos Wealth Advisors LLC | 472 | $19,561.05 | $22,875.48 | $3,314.43 | 16.94% |
Kevin B. Crawford JB Capital LLC | 22,838 | $808,002.62 | $1.07M | $261,044.16 | 32.31% |
Richard Slavik Newbridge Financial Services Group Inc. | 29,560 | $1.18M | $1.43M | $253,465.21 | 21.5% |
Jeffrey Dominguez Dominguez Wealth Management Solutions Inc. | 12,362 | $489,888.81 | $578,665.22 | $88,776.41 | 18.12% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 415 | $18,549.57 | $19,426.15 | $876.58 | 4.73% |