| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 3,041 | $218,530.78 | $255,702.48 | $37,171.7 | 17.01% |
Derek Batts Union Heritage Capital LLC | 45,970 | $1.89M | $3.79M | $1.9M | 100.64% |
Matthew Carney Nfj Investment Group LLC | 228,978 | $17.96M | $19.31M | $1.35M | 7.5% |
Jessica Clark Caerus Investment Advisors LLC | 4,993 | $412,621.52 | $417,914.1 | $5,292.58 | 1.28% |
| EBA Eagle Bay Advisors LLC Eagle Bay Advisors LLC | 3,447 | $287,098.52 | $289,306.71 | $2,208.19 | 0.77% |
| CAL CSM Advisors LLC CSM Advisors LLC | 21,712 | $963,096.95 | $1.81M | $845,729.77 | 87.81% |
John Mezzasalma Mezzasalma Advisors LLC | 6,447 | $416,892.76 | $543,449.86 | $126,557.1 | 30.36% |
Ben Rothwell Keystone Financial Services | 18,117 | $957,923.87 | $1.53M | $573,868.48 | 59.91% |
Matt Hunter Heartland Bank & Trust Co. | 6,456 | $283,931.6 | $544,240.8 | $260,309.2 | 91.68% |
Shad Lamm Keystone Wealth Services LLC | 36,339 | $1.5M | $3.04M | $1.54M | 102.58% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 69,083 | $4.77M | $5.74M | $961,367.39 | 20.14% |
| YL Yosef Levy Y.D. More Investments Ltd. | 1,969 | $138,998.47 | $163,968.47 | $24,970 | 17.96% |
| TCL Therese C.D. Linden Bank of New Hampshire | 1,220 | $65,546.3 | $101,534.5 | $35,988.2 | 54.91% |
Joseph Castro Nuveen LLC | 22.62M | $1.63B | $1.83B | $198.17M | 12.14% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 6,622 | $534,764.74 | $553,996.52 | $19,231.78 | 3.6% |
William Jeffrey Draper Strategic Planning Group LLC | 4,658 | $434,128.04 | $386,381.1 | -$47,746.94 | -11% |
Suzanne Cross JTC Employer Solutions Trustee Ltd | 1,906 | $86,322.74 | $159,884.81 | $73,562.07 | 85.22% |
Spencer Rand Five Oceans Advisors | 3,625 | $208,308.31 | $305,660 | $97,351.69 | 46.73% |
S. Hardy Taylor Heritage Investment Group Inc. | 7,397 | $413,095.24 | $622,013.73 | $208,918.49 | 50.57% |
| MWA Motive Wealth Advisors Motive Wealth Advisors | 3,434 | $242,859.85 | $284,335.2 | $41,475.35 | 17.08% |