| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SMM Stephen Michael Mangold Tectonic Advisors LLC | 4,268 | $928,072.56 | $832,174.64 | -$95,897.92 | -10.33% |
Jennifer Easley Gitterman Wealth Management LLC | 1,019 | $263,402.7 | $198,684.62 | -$64,718.08 | -24.57% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 9,837 | $2.04M | $1.92M | -$121,599.05 | -5.96% |
Melissa Tiscareno Bradley & Co. Private Wealth Management LLC | 277 | $63,109.13 | $57,995.49 | -$5,113.64 | -8.1% |
Kyle P. Smith NewEdge Wealth LLC | 23,171 | $5.64M | $4.85M | -$793,228.9 | -14.05% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 3,248 | $636,622.91 | $657,557.6 | $20,934.69 | 3.29% |
Derek Batts Union Heritage Capital LLC | 12,033 | $2.5M | $2.44M | -$63,226.37 | -2.53% |
Jessica Clark Caerus Investment Advisors LLC | 1,912 | $412,676.47 | $387,084.4 | -$25,592.07 | -6.2% |
Matt Hunter Heartland Bank & Trust Co. | 3,270 | $738,726.08 | $672,933.3 | -$65,792.78 | -8.91% |
Shad Lamm Keystone Wealth Services LLC | 1,181 | $338,684.24 | $230,035.18 | -$108,649.06 | -32.08% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 13,430 | $2.62M | $2.62M | -$993.38 | -0.04% |
Kasey Fegan Corsicana & Co. | 15 | $2,973.9 | $2,924.7 | -$49.2 | -1.65% |
| TCL Therese C.D. Linden Bank of New Hampshire | 3,376 | $803,049.12 | $658,252.48 | -$144,796.64 | -18.03% |
| DKK David K. Kruft Sageworth Trust Co. of South Dakota | 5,053 | $1.29M | $985,233.94 | -$306,552.63 | -23.73% |
Joseph Castro Nuveen LLC | 5.24M | $1.06B | $1.1B | $33.5M | 3.15% |
Kimberly Van Winkle Twelve Points Wealth Management LLC | 2,831 | $723,589.77 | $579,675.53 | -$143,914.24 | -19.89% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 2,452 | $519,637.61 | $478,090.96 | -$41,546.65 | -8% |
| HFR Herbert F. Reilly III HFR Wealth Management LLC | 42,205 | $10.03M | $8.64M | -$1.38M | -13.8% |
Richard Slavik Newbridge Financial Services Group Inc. | 525 | $115,086.39 | $106,286.25 | -$8,800.14 | -7.65% |
Adam J. Peck Riverwater Partners LLC | 2,564 | $522,083.99 | $519,081.8 | -$3,002.19 | -0.58% |