| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jessica Clark Caerus Investment Advisors LLC | 1,400 | $299,894 | $253,358 | -$46,536 | -15.52% |
| CAL CSM Advisors LLC CSM Advisors LLC | 31,775 | $5.35M | $5.75M | $399,094 | 7.46% |
| GAG Goodman Advisory Group LLC Goodman Advisory Group LLC | 8,875 | $1.91M | $1.61M | -$302,177 | -15.83% |
John Mezzasalma Mezzasalma Advisors LLC | 4,075 | $591,364 | $737,452.75 | $146,088.75 | 24.7% |
Ben Rothwell Keystone Financial Services | 12,050 | $1.52M | $2.18M | $662,154.75 | 43.6% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 21,225 | $4.03M | $3.85M | -$188,627.63 | -4.68% |
Kasey Fegan Corsicana & Co. | 25 | $5,399.25 | $4,529.76 | -$869.49 | -16.1% |
| TCL Therese C.D. Linden Bank of New Hampshire | 150 | $29,811 | $27,172.5 | -$2,638.5 | -8.85% |
Joseph Castro Nuveen LLC | 7.96M | $1.51B | $1.44B | -$66.77M | -4.42% |
| MPM Mark P. Mennitt CenterBook Partners LP | 9,400 | $1.83M | $1.7M | -$129,178.68 | -7.05% |
| SC Suzanne Cross JTC Employer Solutions Trustee Ltd | 1,075 | $94,084 | $194,779.57 | $100,695.57 | 107.03% |
| SR Spencer Rand Five Oceans Advisors | 2,075 | $231,010.25 | $379,310 | $148,299.75 | 64.2% |
| RS Richard Slavik Newbridge Financial Services Group Inc. | 225 | $48,947 | $40,727.25 | -$8,219.75 | -16.79% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 1,675 | $240,970.5 | $304,012.5 | $63,042 | 26.16% |
Kurt Van Dyken Lifeworks Advisors LLC | 1,700 | $374,099 | $308,550 | -$65,549 | -17.52% |
Adam J. Peck Riverwater Partners LLC | 5,550 | $539,547.75 | $1.01M | $467,777.25 | 86.7% |
| EJL Emery J. Levick US Asset Management LLC | 1,400 | $201,310.75 | $253,666.42 | $52,355.67 | 26.01% |
Kimberly Cappellano Private Wealth Asset Management LLC | 2,350 | $434,635.65 | $426,525 | -$8,110.65 | -1.87% |
| SE Sima Elimelech Activest Wealth Management | 200 | $42,842 | $36,560 | -$6,282 | -14.66% |
Christina Forster Pazienza Guardian Partners Inc. | 11,950 | $2.39M | $2.17M | -$227,781.72 | -9.52% |