| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SMM Stephen Michael Mangold Tectonic Advisors LLC | 387,622 | $41.73M | $37.99M | -$3.74M | -8.96% |
| LWL Lauer Wealth LLC Lauer Wealth LLC | 2,920 | $290,300 | $286,160 | -$4,140 | -1.43% |
| TJD Timothy J. Dolan GP Brinson Investments LLC | 280,650 | $27.39M | $27.55M | $162,512.9 | 0.59% |
| DR Donna Rittershausen Koss-Olinger Consulting LLC | 829,407 | $81.9M | $81.42M | -$484,436.18 | -0.59% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 4,946 | $490,900.39 | $485,524.09 | -$5,376.3 | -1.1% |
Melissa Tiscareno Bradley & Co. Private Wealth Management LLC | 302 | $33,770.56 | $29,645.83 | -$4,124.73 | -12.21% |
Kyle P. Smith NewEdge Wealth LLC | 327,394 | $32.72M | $32.14M | -$579,781.27 | -1.77% |
John Ledford FWG Holdings LLC | 4,280 | $425,125.74 | $420,146.2 | -$4,979.54 | -1.17% |
Mack, Connie Clarity Financial LLC | 18,253 | $1.8M | $1.79M | -$6,768.1 | -0.38% |
Jessica Clark Caerus Investment Advisors LLC | 2,520 | $250,160.4 | $247,375.8 | -$2,784.6 | -1.11% |
Carrie Delgott Wescott Financial Advisory Group LLC | 117,871 | $11.49M | $11.57M | $83,558.53 | 0.73% |
Matt Hunter Heartland Bank & Trust Co. | 4,655 | $462,101.85 | $456,958.07 | -$5,143.78 | -1.11% |
Alexandria Fry Dentgroup LLC | 6,695 | $664,381.3 | $657,214.67 | -$7,166.63 | -1.08% |
| DM Dipen Mehta Invst LLC | 2,126 | $210,959.72 | $208,716.44 | -$2,243.28 | -1.06% |
| SMM Shawn M. McHugh WealthTrust Asset Management LLC | 53,037 | $5.15M | $5.21M | $53,338.06 | 1.04% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 53,385 | $5.33M | $5.24M | -$90,412.06 | -1.7% |
| YL Yosef Levy Y.D. More Investments Ltd. | 6,545 | $644,689.78 | $642,544.25 | -$2,145.53 | -0.33% |
| TCL Therese C.D. Linden Bank of New Hampshire | 1,655 | $162,772.71 | $162,603.75 | -$168.96 | -0.1% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 4,127 | $411,215.69 | $404,446 | -$6,769.69 | -1.65% |
Maree Sgro BG Investment Services Inc. | 4,733 | $459,740.21 | $464,638.61 | $4,898.4 | 1.07% |