| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Keebeck Wealth Management Keebeck Wealth Management LLC | 1,460 | $321,808.01 | $303,723.8 | -$18,084.21 | -5.62% |
| YA Yinka Akinsola Blue Trust Inc. | 6,133 | $1.06M | $1.28M | $213,530.64 | 20.1% |
| DG Dana Glandien Siemens Fonds Invest GmbH | 9,480 | $1.89M | $1.97M | $78,922.47 | 4.17% |
Jeff Ameen Spire Wealth Management | 5,905 | $866,006.77 | $1.23M | $362,410.37 | 41.85% |
| MD Michelle Dubey Yousif Capital Management LLC | 68,575 | $12.28M | $14.27M | $1.98M | 16.14% |
Jennifer Easley Gitterman Wealth Management LLC | 987 | $209,866.5 | $205,325.61 | -$4,540.89 | -2.16% |
Kyle P. Smith NewEdge Wealth LLC | 6,003 | $1.43M | $1.25M | -$178,290.08 | -12.49% |
John Ledford FWG Holdings LLC | 1,628 | $215,294.33 | $338,672.84 | $123,378.51 | 57.31% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 1,650 | $363,563.82 | $343,249.5 | -$20,314.32 | -5.59% |
| EBA Eagle Bay Advisors LLC Eagle Bay Advisors LLC | 1,508 | $241,562.95 | $313,709.24 | $72,146.29 | 29.87% |
| CAL CSM Advisors LLC CSM Advisors LLC | 8,595 | $1.83M | $1.79M | -$40,654.36 | -2.22% |
| JHH James H. Hanna, III North Reef Capital Management LP | 18,659 | $3.4M | $3.88M | $477,670.38 | 14.03% |
| SMM Shawn M. McHugh WealthTrust Asset Management LLC | 5,828 | $1.24M | $1.21M | -$26,595.89 | -2.15% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 14,122 | $3.15M | $2.94M | -$208,102.87 | -6.62% |
| YL Yosef Levy Y.D. More Investments Ltd. | 490 | $91,141.22 | $101,934.7 | $10,793.48 | 11.84% |
| TCL Therese C.D. Linden Bank of New Hampshire | 293 | $39,235.07 | $60,952.79 | $21,717.72 | 55.35% |
Joseph Castro Nuveen LLC | 2.47M | $498.18M | $513.77M | $15.59M | 3.13% |
| SC Suzanne Cross JTC Employer Solutions Trustee Ltd | 25,000 | $3.99M | $5.2M | $1.21M | 30.26% |
| SR Spencer Rand Five Oceans Advisors | 1,926 | $409,775.76 | $400,665.78 | -$9,109.98 | -2.22% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 2,005 | $427,139.46 | $417,100.15 | -$10,039.31 | -2.35% |