| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Keebeck Wealth Management Keebeck Wealth Management LLC | 1,879 | $253,083 | $249,549.99 | -$3,533.01 | -1.4% |
| YA Yinka Akinsola Blue Trust Inc. | 43,657 | $5.92M | $5.63M | -$293,485.25 | -4.96% |
| DG Dana Glandien Siemens Fonds Invest GmbH | 5,412 | $750,521.74 | $718,010.04 | -$32,511.7 | -4.33% |
Jeff Ameen Spire Wealth Management | 2,692 | $392,744.67 | $364,739.08 | -$28,005.59 | -7.13% |
Michelle Dubey Yousif Capital Management LLC | 31,869 | $3.44M | $4.32M | $880,513.19 | 25.62% |
| SMM Stephen Michael Mangold Tectonic Advisors LLC | 15,931 | $2.06M | $2.13M | $72,911.69 | 3.54% |
Kyle P. Smith NewEdge Wealth LLC | 7,525 | $945,867.18 | $1.02M | $72,039.57 | 7.62% |
Mack, Connie Clarity Financial LLC | 6,162 | $805,979.06 | $843,885.9 | $37,906.84 | 4.7% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 1,458 | $196,378.02 | $196,173.9 | -$204.12 | -0.1% |
Derek Batts Union Heritage Capital LLC | 11,705 | $1.03M | $1.58M | $546,476.95 | 53.09% |
Dipen Mehta Invst LLC | 5,306 | $714,665.14 | $707,767.34 | -$6,897.8 | -0.97% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 5,413 | $723,586.98 | $731,648.14 | $8,061.16 | 1.11% |
Joseph Castro Nuveen LLC | 1.96M | $259.22M | $252.39M | -$6.84M | -2.64% |
| MPM Mark P. Mennitt CenterBook Partners LP | 3,718 | $503,640.28 | $490,218.3 | -$13,421.98 | -2.66% |
Suzanne Cross JTC Employer Solutions Trustee Ltd | 35,000 | $2.69M | $4.68M | $1.99M | 73.86% |
Richard Slavik Newbridge Financial Services Group Inc. | 351 | $47,269.97 | $45,233.37 | -$2,036.6 | -4.31% |
Adam J. Peck Riverwater Partners LLC | 1,792 | $242,744.32 | $242,529.28 | -$215.04 | -0.09% |
Kimberly Cappellano Private Wealth Asset Management LLC | 167 | $21,840.2 | $22,449.81 | $609.61 | 2.79% |
Sima Elimelech Activest Wealth Management | 6 | $812.76 | $773.22 | -$39.54 | -4.86% |
Brian Baylis Bell Investment Advisors Inc. | 187 | $19,421.18 | $25,336.63 | $5,915.45 | 30.46% |