| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kasey Fegan Corsicana & Co. | 1,277 | $184,300.52 | $286,865.28 | $102,564.76 | 55.65% |
| YL Yosef Levy Y.D. More Investments Ltd. | 17,733 | $3.9M | $3.98M | $74,262.34 | 1.9% |
| TCL Therese C.D. Linden Bank of New Hampshire | 6,453 | $922,669.11 | $1.45M | $523,706.31 | 56.76% |
Joseph Castro Nuveen LLC | 1.36M | $312.45M | $293.69M | -$18.77M | -6.01% |
William Jeffrey Draper Strategic Planning Group LLC | 25,760 | $5.91M | $5.71M | -$200,343.58 | -3.39% |
Spencer Rand Five Oceans Advisors | 911 | $189,243.09 | $205,275.63 | $16,032.54 | 8.47% |
| TH Teodora Harrop Border to Coast Pensions Partnership Ltd | 72,500 | $16.13M | $16.19M | $65,341.67 | 0.41% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 2,401 | $400,793.54 | $538,832.42 | $138,038.88 | 34.44% |
| HFR Herbert F. Reilly III HFR Wealth Management LLC | 55,935 | $8.03M | $12.39M | $4.36M | 54.29% |
Katie Smith Delos Wealth Advisors LLC | 515 | $117,842.3 | $115,614.92 | -$2,227.38 | -1.89% |
Richard Slavik Newbridge Financial Services Group Inc. | 3,500 | $762,141.03 | $784,665 | $22,523.97 | 2.96% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 1,370 | $286,522.54 | $307,071.8 | $20,549.26 | 7.17% |
| EJL Emery J. Levick US Asset Management LLC | 904 | $207,730.16 | $202,260.96 | -$5,469.2 | -2.63% |
Kimberly Cappellano Private Wealth Asset Management LLC | 3,263 | $745,140.16 | $720,764.07 | -$24,376.09 | -3.27% |
Sima Elimelech Activest Wealth Management | 506 | $113,752.48 | $113,440.14 | -$312.34 | -0.27% |
Christina Forster Pazienza Guardian Partners Inc. | 68 | $15,156 | $15,277.56 | $121.56 | 0.8% |
Cheryl Smith DB Fitzpatrick & Co Inc. | 8,198 | $1.86M | $1.83M | -$30,591.69 | -1.64% |
Andrew J. Swenson ARS Wealth Advisors Group LLC | 1,517 | $273,474.83 | $341,537.38 | $68,062.55 | 24.89% |
Robert Tutela Essex LLC | 7,194 | $1.07M | $1.62M | $544,729.68 | 50.7% |
Brian Baylis Bell Investment Advisors Inc. | 157 | $31,940.3 | $35,197.83 | $3,257.53 | 10.2% |