| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 1,775 | $589,905.22 | $589,228.98 | -$676.24 | -0.11% |
Matthew Carney Nfj Investment Group LLC | 79,105 | $26.2M | $26.26M | $59,028.63 | 0.23% |
| EBA Eagle Bay Advisors LLC Eagle Bay Advisors LLC | 1,794 | $558,886.9 | $595,536.22 | $36,649.32 | 6.56% |
| CAL CSM Advisors LLC CSM Advisors LLC | 1,100 | $402,171.5 | $365,155.99 | -$37,015.51 | -9.2% |
Erica Nortman Capitol Family Office Inc. | 183 | $67,067.67 | $60,748.68 | -$6,318.99 | -9.42% |
Arthur Mallet Regency Capital Management Inc.\DE | 10,339 | $3.43M | $3.43M | $3,541.29 | 0.1% |
| GAG Goodman Advisory Group LLC Goodman Advisory Group LLC | 152 | $55,706.48 | $50,457.92 | -$5,248.56 | -9.42% |
Carrie Delgott Wescott Financial Advisory Group LLC | 1,012 | $332,836.68 | $335,943.51 | $3,106.83 | 0.93% |
John Mezzasalma Mezzasalma Advisors LLC | 947 | $306,494.67 | $314,366.11 | $7,871.44 | 2.57% |
Matt Hunter Heartland Bank & Trust Co. | 7,595 | $2.6M | $2.52M | -$78,683.64 | -3.03% |
Shad Lamm Keystone Wealth Services LLC | 3,138 | $1.2M | $1.1M | -$92,388.26 | -7.72% |
Alexandria Fry Dentgroup LLC | 590 | $230,247.32 | $195,856.39 | -$34,390.93 | -14.94% |
Dipen Mehta Invst LLC | 4,030 | $1.33M | $1.34M | $5,292.5 | 0.4% |
Matthew Fong Seldon Capita LLP | 825 | $342,383.25 | $273,866.99 | -$68,516.26 | -20.01% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 35,062 | $13.19M | $12.38M | -$810,130.09 | -6.14% |
Kasey Fegan Corsicana & Co. | 8,942 | $2.86M | $2.97M | $112,564.77 | 3.94% |
| YL Yosef Levy Y.D. More Investments Ltd. | 927 | $373,815.88 | $326,239.11 | -$47,576.77 | -12.73% |
| TCL Therese C.D. Linden Bank of New Hampshire | 2,852 | $911,604.28 | $946,749.89 | $35,145.61 | 3.86% |
Bethany Wagner Level Financial Advisors | 745 | $288,916 | $247,310.19 | -$41,605.81 | -14.4% |
Joseph Castro Nuveen LLC | 6.63M | $2.4B | $2.2B | -$195.39M | -8.15% |