| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| YA Yinka Akinsola Blue Trust Inc. | 26,053 | $2.86M | $2.73M | -$128,083.32 | -4.49% |
Jonathan J. Marshall Spectrum Investment Advisors Inc. | 2,818 | $315,672.17 | $294,142.84 | -$21,529.33 | -6.82% |
| DG Dana Glandien Siemens Fonds Invest GmbH | 59,896 | $7.94M | $6.27M | -$1.68M | -21.11% |
Jeff Ameen Spire Wealth Management | 5,052 | $620,133.62 | $528,893.88 | -$91,239.74 | -14.71% |
Michelle Dubey Yousif Capital Management LLC | 222,256 | $30.64M | $23.27M | -$7.37M | -24.06% |
Eric Becker Guardian Wealth Advisors LLC | 6,832 | $738,184.07 | $713,739.04 | -$24,445.03 | -3.31% |
Jason Kaplan Howard Capital Management Group LLC | 2,076 | $205,171.08 | $217,751.64 | $12,580.56 | 6.13% |
| RWP Ridgecrest Wealth Partners LLC Ridgecrest Wealth Partners LLC | 5,822 | $693,592.8 | $610,203.82 | -$83,388.98 | -12.02% |
Marc Trottier Coerente Capital Management | 239,811 | $31.09M | $25.15M | -$5.93M | -19.09% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 12,828 | $1.44M | $1.34M | -$103,135.9 | -7.14% |
Melissa Tiscareno Bradley & Co. Private Wealth Management LLC | 10 | $1,339.4 | $1,044.6 | -$294.8 | -22.01% |
Kyle P. Smith NewEdge Wealth LLC | 48,655 | $5.93M | $5.09M | -$839,069.41 | -14.14% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 1,695 | $188,116.25 | $176,958 | -$11,158.25 | -5.93% |
Derek Batts Union Heritage Capital LLC | 9,610 | $1.13M | $1.01M | -$124,238.82 | -10.99% |
Jessica Clark Caerus Investment Advisors LLC | 3,289 | $298,443.86 | $344,440.52 | $45,996.66 | 15.41% |
| EBA Eagle Bay Advisors LLC Eagle Bay Advisors LLC | 8,448 | $963,867.31 | $886,110.72 | -$77,756.59 | -8.07% |
| CAL CSM Advisors LLC CSM Advisors LLC | 12,943 | $1.4M | $1.36M | -$41,020.13 | -2.93% |
Matt Hunter Heartland Bank & Trust Co. | 15,429 | $1.72M | $1.61M | -$107,527.73 | -6.24% |
Shad Lamm Keystone Wealth Services LLC | 2,920 | $406,574.3 | $305,797 | -$100,777.3 | -24.79% |
Daniel Cesta Pinnacle Wealth Management Group Inc. | 2,143 | $288,835.57 | $224,329.24 | -$64,506.33 | -22.33% |