| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| FJR Fred J. Ruopp Jr. Chelsea Counsel Co | 150 | $2,412 | $2,811 | $399 | 16.54% |
| RAS Robert A. Saperstein Guggenheim Capital LLC | 191,130 | $3.56M | $3.63M | $69,619.73 | 1.96% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 96,468 | $1.87M | $1.83M | -$37,833.16 | -2.03% |
| CD Charlie Durham Sterling Capital Management LLC | 20,865 | $438,991.06 | $391,010.1 | -$47,980.96 | -10.93% |
| JM John Malone Amundi | 2.22M | $41.42M | $42M | $587,511.17 | 1.42% |
Adams Wealth Management Adams Wealth Management | 16,288 | $286,767.42 | $310,530.72 | $23,763.3 | 8.29% |
Daniel Russell Naviter Wealth LLC | 34,184 | $678,684.92 | $648,641.4 | -$30,043.52 | -4.43% |
| RR rosemary richard WCG Wealth Advisors LLC | 19,142 | $323,379.55 | $362,070.93 | $38,691.38 | 11.96% |
| YA Yinka Akinsola Blue Trust Inc. | 16,744 | $324,535.79 | $313,782.56 | -$10,753.23 | -3.31% |
Jeff Ameen Spire Wealth Management | 535 | $10,113.49 | $10,143.6 | $30.11 | 0.3% |
Michelle Dubey Yousif Capital Management LLC | 100,224 | $2.36M | $1.9M | -$457,570.85 | -19.41% |
Kyle P. Smith NewEdge Wealth LLC | 59,766 | $1.11M | $1.13M | $15,194.58 | 1.36% |
| YL Yosef Levy Y.D. More Investments Ltd. | 8,923 | $172,236.45 | $168,778.54 | -$3,457.91 | -2.01% |
Joseph Castro Nuveen LLC | 1.58M | $31.86M | $29.53M | -$2.33M | -7.32% |
| MPM Mark P. Mennitt CenterBook Partners LP | 11,231 | $240,343.4 | $211,311.26 | -$29,032.14 | -12.08% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 15,631 | $308,109.65 | $295,660.36 | -$12,449.29 | -4.04% |
Sima Elimelech Activest Wealth Management | 10 | $214 | $187.4 | -$26.6 | -12.43% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 19,620 | $315,750.43 | $371,995.2 | $56,244.77 | 17.81% |
Brian Baylis Bell Investment Advisors Inc. | 337 | $6,690.55 | $6,389.52 | -$301.03 | -4.5% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 48,672 | $966,014.73 | $922,821.12 | -$43,193.61 | -4.47% |