| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Carrie Delgott Wescott Financial Advisory Group LLC | 8,332 | $1.06M | $801,455.08 | -$254,990.27 | -24.14% |
Matt Hunter Heartland Bank & Trust Co. | 8,729 | $950,455.9 | $839,642.51 | -$110,813.39 | -11.66% |
Shad Lamm Keystone Wealth Services LLC | 6,907 | $1.04M | $702,856.32 | -$337,993.81 | -32.47% |
Dipen Mehta Invst LLC | 16,566 | $1.82M | $1.59M | -$228,220.33 | -12.53% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 39,145 | $4.43M | $3.98M | -$443,124.19 | -10.01% |
| CPS Chow Pak Sun Gordian Capital Singapore Pte Ltd. | 5,000 | $568,850 | $480,950 | -$87,900 | -15.45% |
| YL Yosef Levy Y.D. More Investments Ltd. | 199 | $18,820.75 | $20,250.24 | $1,429.49 | 7.6% |
| TCL Therese C.D. Linden Bank of New Hampshire | 1,306 | $229,555.62 | $125,624.14 | -$103,931.48 | -45.28% |
Joseph Castro Nuveen LLC | 11.17M | $1.11B | $1.07B | -$36.44M | -3.28% |
Beatriz Gutierrez Junco CV Advisors LLC | 5,500 | $529,375 | $529,045 | -$330 | -0.06% |
Suzanne Cross JTC Employer Solutions Trustee Ltd | 19,156 | $3.1M | $1.84M | -$1.26M | -40.64% |
| TH Teodora Harrop Border to Coast Pensions Partnership Ltd | 574,064 | $60.6M | $55.22M | -$5.38M | -8.88% |
Kimberly Van Winkle Twelve Points Wealth Management LLC | 3,219 | $377,851.13 | $337,705.29 | -$40,145.84 | -10.62% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 7,455 | $796,977.68 | $717,096.45 | -$79,881.23 | -10.02% |
Katie Smith Delos Wealth Advisors LLC | 1,295 | $160,592.95 | $124,566.05 | -$36,026.9 | -22.43% |
Kevin B. Crawford JB Capital LLC | 59,224 | $5.86M | $5.7M | -$163,290.76 | -2.79% |
Richard Slavik Newbridge Financial Services Group Inc. | 7,211 | $854,392.28 | $693,626.09 | -$160,766.19 | -18.82% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 513 | $55,319.07 | $49,345.47 | -$5,973.6 | -10.8% |
Kurt Van Dyken Lifeworks Advisors LLC | 6,331 | $776,138.65 | $608,978.89 | -$167,159.76 | -21.54% |
| EJL Emery J. Levick US Asset Management LLC | 7,967 | $1.35M | $766,345.73 | -$581,431.66 | -43.14% |