| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeff Ameen Spire Wealth Management | 5,729 | $820,278.22 | $595,758.71 | -$224,519.51 | -27.37% |
Drew Waldron Canvas Wealth Advisors LLC | 42,697 | $4.2M | $4.3M | $100,132.94 | 2.38% |
Michelle Dubey Yousif Capital Management LLC | 72,544 | $10.22M | $7.54M | -$2.67M | -26.16% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 22,274 | $2.5M | $2.27M | -$232,184.72 | -9.28% |
Erin Lavelle Flight Deck Capita LLP | 133,000 | $6.5M | $13.2M | $6.69M | 102.97% |
Kyle P. Smith NewEdge Wealth LLC | 13,624 | $1.69M | $1.4M | -$296,181.42 | -17.5% |
| CAL CSM Advisors LLC CSM Advisors LLC | 85,281 | $7.1M | $8.53M | $1.44M | 20.22% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 7,661 | $866,459.1 | $786,133.51 | -$80,325.59 | -9.27% |
| YL Yosef Levy Y.D. More Investments Ltd. | 509 | $57,516.62 | $50,518.25 | -$6,998.37 | -12.17% |
Joseph Castro Nuveen LLC | 2.22M | $148.45M | $231.25M | $82.8M | 55.78% |
Beatriz Gutierrez Junco CV Advisors LLC | 1,811 | $203,737.5 | $187,909.36 | -$15,828.14 | -7.77% |
| MJB Michael John Blaszczyk SRN Advisors LLC | 23,824 | $557,958.02 | $2.45M | $1.89M | 339.62% |
Spencer Rand Five Oceans Advisors | 2,732 | $273,964.96 | $279,715.82 | $5,750.86 | 2.1% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 5,030 | $564,868.33 | $501,063.45 | -$63,804.88 | -11.3% |
Richard Slavik Newbridge Financial Services Group Inc. | 11,336 | $1.14M | $1.18M | $42,056.56 | 3.7% |
| BO Brian Oliveira Clear Street Group Inc. | 1.4M | $199.78M | $144.85M | -$54.93M | -27.5% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 100 | $2,013 | $9,914 | $7,901 | 392.5% |
Kurt Van Dyken Lifeworks Advisors LLC | 8,663 | $837,303.9 | $872,623.99 | $35,320.09 | 4.22% |
Sima Elimelech Activest Wealth Management | 49 | $7,015.82 | $5,095.51 | -$1,920.31 | -27.37% |
Brian Baylis Bell Investment Advisors Inc. | 629 | $13,843.72 | $65,409.71 | $51,565.99 | 372.49% |