| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Matthew Carney Nfj Investment Group LLC | 207,564 | $16.19M | $17.94M | $1.75M | 10.84% |
| EBA Eagle Bay Advisors LLC Eagle Bay Advisors LLC | 3,035 | $253,050.84 | $262,375.75 | $9,324.91 | 3.68% |
| CAL CSM Advisors LLC CSM Advisors LLC | 23,730 | $1.05M | $2.05M | $1.01M | 96.18% |
John Mezzasalma Mezzasalma Advisors LLC | 6,664 | $429,780.39 | $581,334.04 | $151,553.65 | 35.26% |
Ben Rothwell Keystone Financial Services | 18,117 | $957,923.87 | $1.62M | $657,569.02 | 68.65% |
Matt Hunter Heartland Bank & Trust Co. | 6,522 | $286,994.66 | $563,826.9 | $276,832.24 | 96.46% |
Shad Lamm Keystone Wealth Services LLC | 36,339 | $1.5M | $3.24M | $1.74M | 115.82% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 69,083 | $4.77M | $6.16M | $1.39M | 29.04% |
| YL Yosef Levy Y.D. More Investments Ltd. | 1,969 | $138,998.47 | $175,575.73 | $36,577.26 | 26.31% |
| TCL Therese C.D. Linden Bank of New Hampshire | 1,220 | $65,546.3 | $105,469 | $39,922.7 | 60.91% |
Joseph Castro Nuveen LLC | 22.36M | $1.61B | $1.93B | $322.72M | 20.04% |
| MPM Mark P. Mennitt CenterBook Partners LP | 29,627 | $2.36M | $2.56M | $202,648.68 | 8.59% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 6,252 | $505,145.08 | $540,485.4 | $35,340.32 | 7% |
William Jeffrey Draper Strategic Planning Group LLC | 4,658 | $434,128.04 | $402,684.1 | -$31,443.94 | -7.24% |
Suzanne Cross JTC Employer Solutions Trustee Ltd | 1,906 | $86,322.74 | $164,773.7 | $78,450.96 | 90.88% |
Spencer Rand Five Oceans Advisors | 3,625 | $208,308.31 | $313,381.25 | $105,072.94 | 50.44% |
S. Hardy Taylor Heritage Investment Group Inc. | 7,397 | $413,095.24 | $639,470.65 | $226,375.41 | 54.8% |
| MWA Motive Wealth Advisors Motive Wealth Advisors | 3,434 | $242,859.85 | $296,869.3 | $54,009.45 | 22.24% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 14,780 | $1.12M | $1.28M | $157,144.69 | 14.02% |
| SK Samira Kadam Cherry Creek Investment Advisors Inc. | 4,314 | $197,174.65 | $372,945.3 | $175,770.65 | 89.14% |