| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kyle P. Smith NewEdge Wealth LLC | 7,268 | $1.68M | $1.45M | -$229,894.94 | -13.68% |
John Ledford FWG Holdings LLC | 1,652 | $220,109.21 | $334,430.88 | $114,321.67 | 51.94% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 52,322 | $10.53M | $10.58M | $47,511.84 | 0.45% |
Jessica Clark Caerus Investment Advisors LLC | 3,275 | $657,030.5 | $660,567.5 | $3,537 | 0.54% |
| EBA Eagle Bay Advisors LLC Eagle Bay Advisors LLC | 1,554 | $256,288.51 | $313,503.96 | $57,215.45 | 22.32% |
| CAL CSM Advisors LLC CSM Advisors LLC | 7,784 | $1.66M | $1.57M | -$88,971.12 | -5.37% |
Shawn M. McHugh WealthTrust Asset Management LLC | 5,656 | $1.2M | $1.13M | -$73,292.72 | -6.1% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 16,021 | $3.53M | $3.2M | -$329,088.3 | -9.33% |
Kasey Fegan Corsicana & Co. | 41 | $8,225.42 | $8,272.16 | $46.74 | 0.57% |
| YL Yosef Levy Y.D. More Investments Ltd. | 491 | $91,341.84 | $98,455.32 | $7,113.48 | 7.79% |
| TCL Therese C.D. Linden Bank of New Hampshire | 293 | $39,235.07 | $58,740.64 | $19,505.57 | 49.71% |
Joseph Castro Nuveen LLC | 3.41M | $686.99M | $662.89M | -$24.1M | -3.51% |
Suzanne Cross JTC Employer Solutions Trustee Ltd | 25,000 | $3.99M | $5.04M | $1.05M | 26.29% |
Spencer Rand Five Oceans Advisors | 1,926 | $409,775.76 | $391,748.4 | -$18,027.36 | -4.4% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 2,005 | $427,139.46 | $402,483.7 | -$24,655.76 | -5.77% |
Eduard Skutelsky Khrom Capital Management LLC | 887,221 | $163.08M | $177.92M | $14.84M | 9.1% |
Justin Ericksen Blue Barn Wealth LLC | 843 | $112,757.8 | $165,872.89 | $53,115.09 | 47.11% |
Richard Slavik Newbridge Financial Services Group Inc. | 373 | $76,327.45 | $72,492.55 | -$3,834.9 | -5.02% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 162 | $21,241.44 | $32,477.76 | $11,236.32 | 52.9% |
Adam J. Peck Riverwater Partners LLC | 5,866 | $1.23M | $1.19M | -$34,110.28 | -2.78% |