| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Austin Private Wealth Austin Private Wealth LLC | 1,382 | $441,909.86 | $385,647.08 | -$56,262.78 | -12.73% |
| TJQ Thomas J. Queeney Piscataqua Savings Bank | 660 | $190,245 | $184,172.99 | -$6,072.01 | -3.19% |
| YA Yinka Akinsola Blue Trust Inc. | 1,510 | $435,288.28 | $421,365.48 | -$13,922.8 | -3.2% |
| DG Dana Glandien Siemens Fonds Invest GmbH | 12,270 | $3.94M | $3.47M | -$472,257.86 | -11.99% |
Jeff Ameen Spire Wealth Management | 2,917 | $997,867.95 | $813,988.81 | -$183,879.14 | -18.43% |
Michelle Dubey Yousif Capital Management LLC | 43,863 | $10.43M | $12.24M | $1.81M | 17.3% |
Kyle P. Smith NewEdge Wealth LLC | 5,291 | $1.54M | $1.49M | -$46,465.04 | -3.02% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 2,224 | $600,154.88 | $628,413.44 | $28,258.56 | 4.71% |
| CAL CSM Advisors LLC CSM Advisors LLC | 78,966 | $23.96M | $22.31M | -$1.65M | -6.88% |
Carrie Delgott Wescott Financial Advisory Group LLC | 983 | $338,583.33 | $274,306.14 | -$64,277.19 | -18.98% |
Ben Rothwell Keystone Financial Services | 739 | $203,727.51 | $203,369.1 | -$358.41 | -0.18% |
Matt Hunter Heartland Bank & Trust Co. | 751 | $200,329.25 | $208,334.91 | $8,005.66 | 4% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 3,764 | $1M | $1.04M | $31,786.98 | 3.17% |
Kasey Fegan Corsicana & Co. | 31 | $7,349.17 | $8,650.55 | $1,301.38 | 17.71% |
| TCL Therese C.D. Linden Bank of New Hampshire | 1,341 | $329,123.97 | $374,206.03 | $45,082.06 | 13.7% |
Joseph Castro Nuveen LLC | 1.35M | $430.84M | $375.74M | -$55.1M | -12.79% |
Beatriz Gutierrez Junco CV Advisors LLC | 4,000 | $1.1M | $1.12M | $13,479.99 | 1.22% |
| MPM Mark P. Mennitt CenterBook Partners LP | 3,002 | $859,746.59 | $835,756.8 | -$23,989.79 | -2.79% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 2,251 | $695,889.25 | $628,141.52 | -$67,747.73 | -9.74% |
Kevin B. Crawford JB Capital LLC | 9,027 | $2.14M | $2.52M | $380,419.87 | 17.79% |