| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| WN William Newman Sky Investment Group LLC | 1,702 | $200,274.34 | $180,769.42 | -$19,504.92 | -9.74% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 107,490 | $12.61M | $11.74M | -$861,046.75 | -6.83% |
Field & Main Bank Field & Main Bank | 18,810 | $1.04M | $2.04M | $998,483.05 | 95.87% |
Anthony Scaramucci SkyBridge Capital II LLC | 2,826 | $332,535 | $304,346.07 | -$28,188.93 | -8.48% |
Red Spruce Capital Red Spruce Capital LLC | 2,371 | $408,787.41 | $259,743.05 | -$149,044.36 | -36.46% |
Blue Zone Wealth Advisors Blue Zone Wealth Advisors LLC | 53,413 | $5.21M | $5.83M | $622,896.11 | 11.96% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 2,607 | $306,766 | $278,688.3 | -$28,077.7 | -9.15% |
Daniel Russell Naviter Wealth LLC | 6,840 | $898,537.09 | $738,992.92 | -$159,544.17 | -17.76% |
| YA Yinka Akinsola Blue Trust Inc. | 2,688 | $429,232.84 | $285,492.48 | -$143,740.36 | -33.49% |
| DG Dana Glandien Siemens Fonds Invest GmbH | 26,437 | $3.7M | $2.83M | -$867,929.39 | -23.47% |
Jeff Ameen Spire Wealth Management | 23,291 | $2.87M | $2.54M | -$327,802.08 | -11.41% |
Drew Waldron Canvas Wealth Advisors LLC | 1,780 | $256,339.29 | $192,720.6 | -$63,618.69 | -24.82% |
Michelle Dubey Yousif Capital Management LLC | 71,315 | $7.66M | $7.79M | $136,075.48 | 1.78% |
Jason Kaplan Howard Capital Management Group LLC | 287,737 | $26.93M | $30.68M | $3.75M | 13.91% |
Michael Puryear Westwood Wealth Management | 2,575 | $308,635.88 | $274,546.5 | -$34,089.38 | -11.05% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 15,614 | $1.65M | $1.7M | $54,107.76 | 3.29% |
Melissa Tiscareno Bradley & Co. Private Wealth Management LLC | 100 | $8,298.85 | $10,874 | $2,575.15 | 31.03% |
Kyle P. Smith NewEdge Wealth LLC | 546,382 | $64.08M | $59.81M | -$4.27M | -6.66% |
| EBA Eagle Bay Advisors LLC Eagle Bay Advisors LLC | 1,793 | $200,977.36 | $191,187.59 | -$9,789.77 | -4.87% |
Matt Hunter Heartland Bank & Trust Co. | 3,641 | $506,930.99 | $395,813.11 | -$111,117.88 | -21.92% |