| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AB Anthony Bruccoleri Equitable Holdings Inc. | 28,778 | $8.4M | $7.91M | -$481,956.1 | -5.74% |
Bridgewater Associates LP Bridgewater Associates LP | 23,123 | $6.46M | $6.35M | -$107,059.52 | -1.66% |
Winthrop Advisory Group Winthrop Advisory Group LLC | 835 | $271,492.53 | $229,057.2 | -$42,435.33 | -15.63% |
Blue Zone Wealth Advisors Blue Zone Wealth Advisors LLC | 921 | $302,451.75 | $252,906.6 | -$49,545.15 | -16.38% |
| RR rosemary richard WCG Wealth Advisors LLC | 17,115 | $5.43M | $4.65M | -$785,537.98 | -14.46% |
| YA Yinka Akinsola Blue Trust Inc. | 2,458 | $615,376.97 | $675,950 | $60,573.03 | 9.84% |
| DG Dana Glandien Siemens Fonds Invest GmbH | 14,302 | $3.68M | $3.87M | $189,501.46 | 5.14% |
Richard Zito Flynn Zito Capital Management LLC | 1,060 | $274,869.3 | $292,358.6 | $17,489.3 | 6.36% |
Jeff Ameen Spire Wealth Management | 8,024 | $2.58M | $2.21M | -$373,897.58 | -14.49% |
Michelle Dubey Yousif Capital Management LLC | 31,228 | $1.83M | $8.59M | $6.76M | 368.8% |
| LWL Lauer Wealth LLC Lauer Wealth LLC | 2,090 | $535,721.8 | $574,018.5 | $38,296.7 | 7.15% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 33,583 | $9.99M | $9.22M | -$767,521.96 | -7.69% |
John Nowicki LCM Capital Management Inc. | 1,229 | $315,546.66 | $337,637.02 | $22,090.36 | 7% |
Kyle P. Smith NewEdge Wealth LLC | 24,591 | $8.01M | $6.74M | -$1.27M | -15.82% |
John P. Quinn Vermillion & White Wealth Management Group LLC | 1,075 | $141,563.36 | $294,324.25 | $152,760.89 | 107.91% |
| CAL CSM Advisors LLC CSM Advisors LLC | 20,983 | $5.86M | $5.7M | -$164,401.81 | -2.81% |
Matt Hunter Heartland Bank & Trust Co. | 2,006 | $330,069.25 | $546,494.58 | $216,425.33 | 65.57% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 6,678 | $1.54M | $1.83M | $290,589.74 | 18.85% |
Kasey Fegan Corsicana & Co. | 40 | $9,934.8 | $10,907.8 | $973 | 9.79% |
| YL Yosef Levy Y.D. More Investments Ltd. | 14,022 | $4.76M | $3.79M | -$969,705.79 | -20.37% |