| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 305 | $60,704.15 | $56,321.3 | -$4,382.85 | -7.22% |
Matthew Carney Nfj Investment Group LLC | 56,251 | $11.26M | $10.39M | -$873,953.59 | -7.76% |
Jessica Clark Caerus Investment Advisors LLC | 2,421 | $524,073.87 | $447,061.86 | -$77,012.01 | -14.69% |
Matt Hunter Heartland Bank & Trust Co. | 1,075 | $213,957.25 | $198,509.5 | -$15,447.75 | -7.22% |
Dipen Mehta Invst LLC | 1,365 | $295,103.31 | $252,060.9 | -$43,042.41 | -14.59% |
Daniel Cesta Pinnacle Wealth Management Group Inc. | 3,272 | $685,582.16 | $604,207.52 | -$81,374.64 | -11.87% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 22,528 | $4.5M | $4.21M | -$292,531.49 | -6.5% |
Kasey Fegan Corsicana & Co. | 1,767 | $407,610.17 | $326,294.22 | -$81,315.95 | -19.95% |
| YL Yosef Levy Y.D. More Investments Ltd. | 19 | $3,961.92 | $3,508.54 | -$453.38 | -11.44% |
| TCL Therese C.D. Linden Bank of New Hampshire | 200 | $36,305 | $36,932 | $627 | 1.73% |
Joseph Castro Nuveen LLC | 4.28M | $789.81M | $804.42M | $14.6M | 1.85% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 2,455 | $518,630.29 | $453,340.3 | -$65,289.99 | -12.59% |
| SK Samira Kadam Cherry Creek Investment Advisors Inc. | 2,661 | $472,045.41 | $491,380.26 | $19,334.85 | 4.1% |
Kevin B. Crawford JB Capital LLC | 1,558 | $307,503.12 | $287,700.28 | -$19,802.84 | -6.44% |
Richard Slavik Newbridge Financial Services Group Inc. | 8,144 | $1.64M | $1.52M | -$118,960.52 | -7.24% |
| BO Brian Oliveira Clear Street Group Inc. | 28,546 | $6.19M | $5.37M | -$820,365.16 | -13.26% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 588 | $109,865.7 | $108,580.08 | -$1,285.62 | -1.17% |
Kurt Van Dyken Lifeworks Advisors LLC | 5,640 | $1.06M | $1.04M | -$22,824.12 | -2.14% |
| EJL Emery J. Levick US Asset Management LLC | 1,230 | $217,946.82 | $231,449.1 | $13,502.28 | 6.2% |
Kimberly Cappellano Private Wealth Asset Management LLC | 2,406 | $434,969.11 | $448,526.52 | $13,557.41 | 3.12% |