| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DM Dipen Mehta Invst LLC | 2,682 | $711,507.78 | $659,913.88 | -$51,593.9 | -7.25% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 3,474 | $952,059.39 | $854,787.77 | -$97,271.62 | -10.22% |
| YL Yosef Levy Y.D. More Investments Ltd. | 550 | $148,048.25 | $135,329.09 | -$12,719.16 | -8.59% |
| TCL Therese C.D. Linden Bank of New Hampshire | 3,177 | $675,684.36 | $775,473.93 | $99,789.57 | 14.77% |
Joseph Castro Nuveen LLC | 1.06M | $286.27M | $261.38M | -$24.9M | -8.7% |
| MJB Michael John Blaszczyk SRN Advisors LLC | 2,967 | $636,979.61 | $729,852.33 | $92,872.72 | 14.58% |
| MPM Mark P. Mennitt CenterBook Partners LP | 4,600 | $1.36M | $1.13M | -$226,766.66 | -16.69% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 10,291 | $2.83M | $2.52M | -$304,086.44 | -10.76% |
Katie Smith Delos Wealth Advisors LLC | 570 | $168,349.5 | $140,250.15 | -$28,099.35 | -16.69% |
| RS Richard Slavik Newbridge Financial Services Group Inc. | 19 | $5,040.51 | $4,671.34 | -$369.17 | -7.32% |
Kurt Van Dyken Lifeworks Advisors LLC | 1,628 | $372,220.59 | $400,846.16 | $28,625.57 | 7.69% |
Kimberly Cappellano Private Wealth Asset Management LLC | 3,960 | $1.05M | $975,031.2 | -$76,479 | -7.27% |
| SE Sima Elimelech Activest Wealth Management | 2 | $551.24 | $492.54 | -$58.7 | -10.65% |
Christina Forster Pazienza Guardian Partners Inc. | 19,910 | $4.8M | $4.9M | $94,965.3 | 1.98% |
| RT Robert Tutela Essex LLC | 2,283 | $506,652.42 | $562,120.26 | $55,467.84 | 10.95% |
Brian Baylis Bell Investment Advisors Inc. | 225 | $46,500.56 | $55,318.5 | $8,817.94 | 18.96% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 379,013 | $78.66M | $93.32M | $14.66M | 18.64% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 72,048 | $14.88M | $17.69M | $2.81M | 18.88% |
Andrew Endelman Independent Wealth Network Inc. | 3,391 | $723,390.55 | $834,932.02 | $111,541.47 | 15.42% |
| JB John Brim Smith Group Asset Management LLC | 6,000 | $1.39M | $1.48M | $83,940 | 6.02% |