| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Daniel Cesta Pinnacle Wealth Management Group Inc. | 2,293 | $309,237.07 | $230,859.24 | -$78,377.83 | -25.35% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 17,072 | $2.16M | $1.72M | -$445,398.24 | -20.58% |
Kasey Fegan Corsicana & Co. | 1,047 | $122,117.12 | $105,411.96 | -$16,705.16 | -13.68% |
| YL Yosef Levy Y.D. More Investments Ltd. | 80 | $10,645.22 | $8,054.4 | -$2,590.82 | -24.34% |
| TCL Therese C.D. Linden Bank of New Hampshire | 9,197 | $1.07M | $925,953.96 | -$139,557.52 | -13.1% |
Joseph Castro Nuveen LLC | 11.19M | $1.48B | $1.13B | -$356.77M | -24.05% |
| MPM Mark P. Mennitt CenterBook Partners LP | 2,918 | $365,596.22 | $293,784.24 | -$71,811.98 | -19.64% |
| SHT S. Hardy Taylor Heritage Investment Group Inc. | 3,299 | $393,123.83 | $332,143.32 | -$60,980.51 | -15.51% |
Kimberly Van Winkle Twelve Points Wealth Management LLC | 4,940 | $661,067.46 | $497,359.2 | -$163,708.26 | -24.76% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 8,041 | $863,859.43 | $809,567.88 | -$54,291.55 | -6.28% |
Katie Smith Delos Wealth Advisors LLC | 235 | $31,962.35 | $23,659.8 | -$8,302.55 | -25.98% |
Kevin B. Crawford JB Capital LLC | 2,764 | $314,126.89 | $278,279.52 | -$35,847.37 | -11.41% |
| RS Richard Slavik Newbridge Financial Services Group Inc. | 1,555 | $164,467.43 | $156,557.4 | -$7,910.03 | -4.81% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 5,375 | $723,454.18 | $541,155 | -$182,299.18 | -25.2% |
Kurt Van Dyken Lifeworks Advisors LLC | 40,458 | $4.8M | $4.07M | -$728,370.84 | -15.17% |
| EJL Emery J. Levick US Asset Management LLC | 3,682 | $422,694.88 | $370,703.76 | -$51,991.12 | -12.3% |
Kimberly Cappellano Private Wealth Asset Management LLC | 13,533 | $1.78M | $1.36M | -$420,551.55 | -23.59% |
| SE Sima Elimelech Activest Wealth Management | 856 | $94,508.46 | $86,182.08 | -$8,326.38 | -8.81% |
Jodi Greenlund Financial Council LLC | 6,871 | $788,336.8 | $691,772.28 | -$96,564.52 | -12.25% |
Andrew J. Swenson ARS Wealth Advisors Group LLC | 7,951 | $1.05M | $800,506.68 | -$248,838.28 | -23.71% |