| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Marc Trottier Coerente Capital Management | 261,413 | $24.41M | $23.87M | -$538,912.06 | -2.21% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 18,824 | $1.48M | $1.72M | $235,416.3 | 15.87% |
Melissa Tiscareno Bradley & Co. Private Wealth Management LLC | 846 | $66,690.18 | $78,897.96 | $12,207.78 | 18.31% |
John Nowicki LCM Capital Management Inc. | 7,905 | $668,433.06 | $721,726.5 | $53,293.44 | 7.97% |
Kyle P. Smith NewEdge Wealth LLC | 5,048 | $408,843.72 | $470,776.48 | $61,932.76 | 15.15% |
Carrie Delgott Wescott Financial Advisory Group LLC | 3,680 | $284,470.75 | $335,984 | $51,513.25 | 18.11% |
Matt Hunter Heartland Bank & Trust Co. | 2,614 | $208,933.72 | $241,324.48 | $32,390.76 | 15.5% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 21,631 | $1.95M | $2.01M | $61,822.02 | 3.17% |
Kasey Fegan Corsicana & Co. | 170 | $13,829.5 | $15,521 | $1,691.5 | 12.23% |
| TCL Therese C.D. Linden Bank of New Hampshire | 3,242 | $268,639.75 | $295,994.6 | $27,354.85 | 10.18% |
Joseph Castro Nuveen LLC | 2.13M | $193.36M | $196.26M | $2.9M | 1.5% |
Suzanne Cross JTC Employer Solutions Trustee Ltd | 2,622 | $206,395.5 | $239,388.6 | $32,993.1 | 15.99% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 2,988 | $256,544.19 | $272,804.4 | $16,260.21 | 6.34% |
Richard Slavik Newbridge Financial Services Group Inc. | 668 | $61,130.05 | $61,415.92 | $285.87 | 0.47% |
Kurt Van Dyken Lifeworks Advisors LLC | 9,399 | $748,973.09 | $864,144.06 | $115,170.97 | 15.38% |
Kimberly Cappellano Private Wealth Asset Management LLC | 11,709 | $1.09M | $1.08M | -$11,889.56 | -1.09% |
Sima Elimelech Activest Wealth Management | 360 | $31,992.15 | $32,868 | $875.85 | 2.74% |
Jodi Greenlund Financial Council LLC | 3,089 | $299,756.56 | $282,025.7 | -$17,730.86 | -5.92% |
Christina Forster Pazienza Guardian Partners Inc. | 7,160 | $591,567.66 | $653,708 | $62,140.34 | 10.5% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 3,899 | $358,901.27 | $355,978.7 | -$2,922.57 | -0.81% |