| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeffery Yorg Focus Partners Advisor Solutions LLC | 24,814 | $2.87M | $2.6M | -$269,186.76 | -9.39% |
Kasey Fegan Corsicana & Co. | 1,047 | $122,117.12 | $109,662.78 | -$12,454.34 | -10.2% |
| TCL Therese C.D. Linden Bank of New Hampshire | 8,712 | $1.01M | $911,100.96 | -$98,184.47 | -9.73% |
Joseph Castro Nuveen LLC | 9.88M | $1.31B | $1.03B | -$275.21M | -21.02% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 2,100 | $207,543 | $220,038 | $12,495 | 6.02% |
S. Hardy Taylor Heritage Investment Group Inc. | 3,033 | $361,640.07 | $320,648.76 | -$40,991.31 | -11.33% |
Kimberly Van Winkle Twelve Points Wealth Management LLC | 4,734 | $632,075.02 | $495,342.09 | -$136,732.93 | -21.63% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 8,041 | $863,859.43 | $839,359.78 | -$24,499.65 | -2.84% |
Katie Smith Delos Wealth Advisors LLC | 235 | $31,962.35 | $24,602.15 | -$7,360.2 | -23.03% |
Kevin B. Crawford JB Capital LLC | 2,702 | $306,788.57 | $282,250.92 | -$24,537.65 | -8% |
Richard Slavik Newbridge Financial Services Group Inc. | 276 | $28,336.92 | $28,891.68 | $554.76 | 1.96% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 5,375 | $723,454.18 | $562,305.62 | -$161,148.56 | -22.27% |
Kurt Van Dyken Lifeworks Advisors LLC | 43,666 | $5.09M | $4.57M | -$520,509.34 | -10.22% |
Adam J. Peck Riverwater Partners LLC | 4,687 | $425,298.38 | $491,619.43 | $66,321.05 | 15.59% |
| EJL Emery J. Levick US Asset Management LLC | 3,682 | $422,694.88 | $385,910.42 | -$36,784.46 | -8.7% |
Kimberly Cappellano Private Wealth Asset Management LLC | 13,333 | $1.76M | $1.39M | -$364,158.8 | -20.73% |
Sima Elimelech Activest Wealth Management | 856 | $94,508.46 | $89,606.08 | -$4,902.38 | -5.19% |
Jodi Greenlund Financial Council LLC | 6,871 | $788,336.8 | $720,836.61 | -$67,500.19 | -8.56% |
Christina Forster Pazienza Guardian Partners Inc. | 605 | $54,898 | $63,443.32 | $8,545.32 | 15.57% |
Andrew J. Swenson ARS Wealth Advisors Group LLC | 7,692 | $1.01M | $806,813.88 | -$207,304.49 | -20.44% |