| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kyle P. Smith NewEdge Wealth LLC | 22,648 | $3.18M | $9.83M | $6.65M | 208.85% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 7,720 | $3.73M | $3.94M | $204,642.67 | 5.48% |
Matthew Carney Nfj Investment Group LLC | 9,193 | $5.87M | $4.03M | -$1.85M | -31.44% |
Jessica Clark Caerus Investment Advisors LLC | 3,378 | $485,603.22 | $1.72M | $1.24M | 254.67% |
| CAL CSM Advisors LLC CSM Advisors LLC | 10,895 | $6.96M | $5.55M | -$1.4M | -20.17% |
Ben Rothwell Keystone Financial Services | 572 | $154,720.28 | $296,965.23 | $142,244.95 | 91.94% |
Shad Lamm Keystone Wealth Services LLC | 408 | $260,597.75 | $211,631.64 | -$48,966.11 | -18.79% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 13,005 | $2.05M | $6.75M | $4.7M | 229.27% |
| CPS Chow Pak Sun Gordian Capital Singapore Pte Ltd. | 16 | $9,851.29 | $7,265.6 | -$2,585.69 | -26.25% |
Jerry Jiang Maytree Asset Management Ltd. | 4,536 | $2.9M | $2.35M | -$544,387.9 | -18.79% |
Kasey Fegan Corsicana & Co. | 40 | $25,548.8 | $21,793.6 | -$3,755.2 | -14.7% |
| YL Yosef Levy Y.D. More Investments Ltd. | 100 | $63,872 | $51,870.5 | -$12,001.5 | -18.79% |
Joseph Castro Nuveen LLC | 3.82M | $1.01B | $1.67B | $663.05M | 65.68% |
Beatriz Gutierrez Junco CV Advisors LLC | 1,499 | $678,322.92 | $816,715.2 | $138,392.28 | 20.4% |
| MPM Mark P. Mennitt CenterBook Partners LP | 1,137 | $726,224.61 | $497,926.41 | -$228,298.2 | -31.44% |
Spencer Rand Five Oceans Advisors | 1,273 | $384,102.61 | $693,581.36 | $309,478.75 | 80.57% |
| MWA Motive Wealth Advisors Motive Wealth Advisors | 406 | $259,320.31 | $221,205.05 | -$38,115.26 | -14.7% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 1,453 | $928,060.12 | $791,652.56 | -$136,407.56 | -14.7% |
Katie Smith Delos Wealth Advisors LLC | 29 | $18,522.88 | $14,785.94 | -$3,736.94 | -20.17% |
Richard Slavik Newbridge Financial Services Group Inc. | 56 | $35,768.32 | $28,552.16 | -$7,216.16 | -20.17% |