| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kasey Fegan Corsicana & Co. | 350 | $14,008.75 | $20,842.5 | $6,833.75 | 48.78% |
| YL Yosef Levy Y.D. More Investments Ltd. | 2,154 | $92,255.82 | $128,270.7 | $36,014.88 | 39.04% |
| TCL Therese C.D. Linden Bank of New Hampshire | 48,283 | $1.5M | $2.88M | $1.38M | 91.67% |
Joseph Castro Nuveen LLC | 12,540 | $666,000 | $754,657.2 | $88,657.2 | 13.31% |
| JNM Jay Nelsen Myers Treynor Bancshares Inc. | 35,940 | $1.54M | $2.14M | $600,457.74 | 39% |
Mark Hansen Hansen & Associates Financial Group Inc. | 73,290 | $3.96M | $4.36M | $403,226.55 | 10.18% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 7,076 | $433,475.76 | $421,375.8 | -$12,099.96 | -2.79% |
Katie Smith Delos Wealth Advisors LLC | 1,322 | $56,066.02 | $81,858.24 | $25,792.22 | 46% |
Justin Ericksen Blue Barn Wealth LLC | 5,570 | $242,781.84 | $331,693.5 | $88,911.66 | 36.62% |
Richard Slavik Newbridge Financial Services Group Inc. | 4,993 | $252,645.43 | $309,166.56 | $56,521.13 | 22.37% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 11,538 | $502,851.36 | $687,087.9 | $184,236.54 | 36.64% |
Kurt Van Dyken Lifeworks Advisors LLC | 9,305 | $429,422.41 | $576,165.6 | $146,743.19 | 34.17% |
Kimberly Cappellano Private Wealth Asset Management LLC | 20,006 | $934,150.98 | $1.2M | $269,810.1 | 28.88% |
Sima Elimelech Activest Wealth Management | 22,577 | $1.15M | $1.34M | $189,505.97 | 16.41% |
| RWA Roberts Wealth Advisors LLC Roberts Wealth Advisors LLC | 12,106 | $545,898.34 | $720,912.3 | $175,013.96 | 32.06% |
Andrew J. Swenson ARS Wealth Advisors Group LLC | 5,464 | $238,856.46 | $325,381.2 | $86,524.74 | 36.22% |
| WB William Bromley Innova Wealth Partners | 74,336 | $3.32M | $4.43M | $1.11M | 33.31% |
Robert Tutela Essex LLC | 49,834 | $1.72M | $2.97M | $1.24M | 72.14% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 33,305 | $1.78M | $1.98M | $205,784.41 | 11.58% |
| GD Go Deguchi Iyo Bank Ltd. | 33,949 | $2.08M | $2.07M | -$7,808.27 | -0.38% |