| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JH Jonathan Hartzler Mcdonald Partners LLC | 1,731 | $223,819.7 | $227,990.03 | $4,170.33 | 1.86% |
| CP C Pace Texas Yale Capital Corp. | 17,595 | $2.23M | $2.37M | $146,931.42 | 6.6% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 7,633 | $1.04M | $1.02M | -$23,280.65 | -2.24% |
Red Spruce Capital Red Spruce Capital LLC | 24,866 | $3.21M | $3.32M | $118,120.09 | 3.69% |
Pacific Capital Wealth Advisors Pacific Capital Wealth Advisors Inc. | 2,319 | $284,981.08 | $309,748.83 | $24,767.75 | 8.69% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 2,500 | $307,506.92 | $336,375 | $28,868.08 | 9.39% |
| YA Yinka Akinsola Blue Trust Inc. | 232 | $30,881.22 | $30,556.72 | -$324.5 | -1.05% |
| DG Dana Glandien Siemens Fonds Invest GmbH | 15,868 | $2.12M | $2.14M | $13,094.68 | 0.62% |
Jeff Ameen Spire Wealth Management | 196 | $26,731.85 | $26,075.84 | -$656.01 | -2.45% |
Michelle Dubey Yousif Capital Management LLC | 20,283 | $3.05M | $2.7M | -$355,024.54 | -11.63% |
Jennifer Easley Gitterman Wealth Management LLC | 6,595 | $900,499.72 | $886,368 | -$14,131.72 | -1.57% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 3,039 | $399,871.62 | $407,803.41 | $7,931.79 | 1.98% |
Kasey Fegan Corsicana & Co. | 9 | $1,252.71 | $1,211.04 | -$41.67 | -3.33% |
Joseph Castro Nuveen LLC | 404,490 | $57.78M | $53.28M | -$4.5M | -7.79% |
| MPM Mark P. Mennitt CenterBook Partners LP | 5,695 | $760,961.48 | $767,600.57 | $6,639.09 | 0.87% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 2,211 | $304,202.63 | $298,153.35 | -$6,049.28 | -1.99% |
Kimberly Cappellano Private Wealth Asset Management LLC | 52 | $7,670.96 | $6,980.48 | -$690.48 | -9% |
Sima Elimelech Activest Wealth Management | 371 | $48,823.79 | $48,864.41 | $40.62 | 0.08% |
Andrew J. Swenson ARS Wealth Advisors Group LLC | 2,200 | $306,042 | $296,868 | -$9,174 | -3% |
Troy Winegarner Strong Tower Advisory Services | 30,821 | $4.27M | $4.12M | -$153,115.82 | -3.59% |