| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Daniel Russell Naviter Wealth LLC | 7,855 | $1.13M | $1.3M | $172,204.54 | 15.31% |
| RR rosemary richard WCG Wealth Advisors LLC | 95,973 | $17.11M | $15.69M | -$1.42M | -8.31% |
| YA Yinka Akinsola Blue Trust Inc. | 4,021 | $715,920.3 | $646,094.24 | -$69,826.06 | -9.75% |
| DG Dana Glandien Siemens Fonds Invest GmbH | 33,480 | $6.22M | $5.47M | -$749,357.4 | -12.05% |
Stefan Dawidowski Mayar Capital Ltd. | 38,470 | $6.48M | $6.26M | -$217,547.85 | -3.36% |
Jeff Ameen Spire Wealth Management | 4,905 | $991,050.7 | $813,249 | -$177,801.7 | -17.94% |
Michelle Dubey Yousif Capital Management LLC | 77,129 | $7.56M | $12.79M | $5.22M | 69.05% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 13,741 | $2.66M | $2.29M | -$370,170.97 | -13.9% |
Kyle P. Smith NewEdge Wealth LLC | 4,639 | $993,720.19 | $774,341.88 | -$219,378.31 | -22.08% |
Mack, Connie Clarity Financial LLC | 1,252 | $210,853.08 | $209,609.84 | -$1,243.24 | -0.59% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 3,820 | $656,814.7 | $634,769.4 | -$22,045.3 | -3.36% |
| CAL CSM Advisors LLC CSM Advisors LLC | 30,879 | $5.2M | $5.09M | -$114,561.09 | -2.2% |
Ben Rothwell Keystone Financial Services | 12,793 | $1.65M | $2.14M | $487,383.87 | 29.52% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 7,824 | $1.58M | $1.31M | -$277,328.99 | -17.52% |
Kasey Fegan Corsicana & Co. | 25 | $5,399.25 | $4,126.25 | -$1,273 | -23.58% |
| TCL Therese C.D. Linden Bank of New Hampshire | 150 | $29,811 | $24,514.5 | -$5,296.5 | -17.77% |
Joseph Castro Nuveen LLC | 11.01M | $2.06B | $1.77B | -$286.12M | -13.92% |
Suzanne Cross JTC Employer Solutions Trustee Ltd | 1,075 | $94,084 | $177,428.75 | $83,344.75 | 88.59% |
Spencer Rand Five Oceans Advisors | 2,040 | $227,296.75 | $339,721.2 | $112,424.45 | 49.46% |
| MWA Motive Wealth Advisors Motive Wealth Advisors | 1,135 | $202,302.41 | $189,545 | -$12,757.41 | -6.31% |