| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeff Ameen Spire Wealth Management | 1,395 | $37,685.34 | $42,254.55 | $4,569.21 | 12.12% |
Michelle Dubey Yousif Capital Management LLC | 105,339 | $5.72M | $3.19M | -$2.53M | -44.23% |
Kyle P. Smith NewEdge Wealth LLC | 10,335 | $263,069.38 | $313,047.15 | $49,977.77 | 19% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 6,673 | $277,930.45 | $202,125.17 | -$75,805.28 | -27.27% |
Jessica Clark Caerus Investment Advisors LLC | 7,704 | $320,871.6 | $233,354.16 | -$87,517.44 | -27.27% |
| CAL CSM Advisors LLC CSM Advisors LLC | 7,080 | $294,882 | $214,453.2 | -$80,428.8 | -27.27% |
Shawn M. McHugh WealthTrust Asset Management LLC | 30,546 | $835,738.56 | $925,238.34 | $89,499.78 | 10.71% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 54,063 | $2.25M | $1.64M | -$614,155.68 | -27.27% |
Kasey Fegan Corsicana & Co. | 600 | $27,017.52 | $18,174 | -$8,843.52 | -32.73% |
| TCL Therese C.D. Linden Bank of New Hampshire | 24 | $999.6 | $726.96 | -$272.64 | -27.27% |
Joseph Castro Nuveen LLC | 1.76M | $59.3M | $53.28M | -$6.02M | -10.16% |
| MPM Mark P. Mennitt CenterBook Partners LP | 6,857 | $285,594.05 | $207,698.53 | -$77,895.52 | -27.27% |
Richard Slavik Newbridge Financial Services Group Inc. | 4,813 | $111,262.09 | $145,785.77 | $34,523.68 | 31.03% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 125 | $6,983.46 | $3,786.25 | -$3,197.21 | -45.78% |
Kurt Van Dyken Lifeworks Advisors LLC | 8,526 | $195,501.18 | $258,252.54 | $62,751.36 | 32.1% |
Kimberly Cappellano Private Wealth Asset Management LLC | 779 | $26,798.77 | $23,595.91 | -$3,202.86 | -11.95% |
Sima Elimelech Activest Wealth Management | 1,219 | $42,599.9 | $36,923.51 | -$5,676.39 | -13.32% |
Brian Baylis Bell Investment Advisors Inc. | 159 | $4,422.7 | $4,816.11 | $393.41 | 8.9% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 51,391 | $2.51M | $1.56M | -$953,581.61 | -37.99% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 4 | $109.44 | $121.16 | $11.72 | 10.71% |