| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Matt Hunter Heartland Bank & Trust Co. | 6,356 | $678,747.4 | $658,862.96 | -$19,884.44 | -2.93% |
Shad Lamm Keystone Wealth Services LLC | 6,907 | $1.04M | $734,835.73 | -$306,014.4 | -29.4% |
Dipen Mehta Invst LLC | 17,545 | $1.92M | $1.87M | -$49,320.07 | -2.57% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 39,145 | $4.43M | $4.16M | -$261,882.84 | -5.92% |
| CPS Chow Pak Sun Gordian Capital Singapore Pte Ltd. | 5,000 | $568,850 | $518,300 | -$50,550 | -8.89% |
| YL Yosef Levy Y.D. More Investments Ltd. | 199 | $18,820.75 | $21,171.61 | $2,350.86 | 12.49% |
| TCL Therese C.D. Linden Bank of New Hampshire | 1,306 | $229,555.62 | $138,945.34 | -$90,610.28 | -39.47% |
Joseph Castro Nuveen LLC | 11.55M | $1.15B | $1.23B | $81.08M | 7.06% |
Beatriz Gutierrez Junco CV Advisors LLC | 5,500 | $529,375 | $572,275 | $42,900 | 8.1% |
Suzanne Cross JTC Employer Solutions Trustee Ltd | 19,156 | $3.1M | $2.04M | -$1.07M | -34.35% |
| TH Teodora Harrop Border to Coast Pensions Partnership Ltd | 574,064 | $60.6M | $59.04M | -$1.56M | -2.57% |
Kimberly Van Winkle Twelve Points Wealth Management LLC | 3,219 | $377,851.13 | $333,681.54 | -$44,169.59 | -11.69% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 7,455 | $796,977.68 | $791,497.35 | -$5,480.33 | -0.69% |
Katie Smith Delos Wealth Advisors LLC | 1,295 | $160,592.95 | $134,064.87 | -$26,528.08 | -16.52% |
Kevin B. Crawford JB Capital LLC | 59,224 | $5.86M | $6.3M | $440,794.04 | 7.52% |
Richard Slavik Newbridge Financial Services Group Inc. | 7,221 | $855,354.78 | $768,242.19 | -$87,112.59 | -10.18% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 513 | $55,319.07 | $54,578.07 | -$741 | -1.34% |
Kurt Van Dyken Lifeworks Advisors LLC | 6,311 | $773,040.85 | $654,198.26 | -$118,842.59 | -15.37% |
| EJL Emery J. Levick US Asset Management LLC | 7,967 | $1.35M | $819,405.95 | -$528,371.44 | -39.2% |
Kimberly Cappellano Private Wealth Asset Management LLC | 5,259 | $519,200.95 | $559,505.01 | $40,304.06 | 7.76% |