| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeff Ameen Spire Wealth Management | 3,886 | $292,758.3 | $309,636.48 | $16,878.18 | 5.77% |
| BMH Brandi M. Hoffmann Allianz Investment Management U.S. LLC | 300,000 | $24.69M | $23.93M | -$754,500 | -3.06% |
Melissa Tiscareno Bradley & Co. Private Wealth Management LLC | 62 | $5,405.16 | $4,945.43 | -$459.73 | -8.51% |
Kyle P. Smith NewEdge Wealth LLC | 3,049 | $234,640.33 | $243,203.48 | $8,563.15 | 3.65% |
John Ledford FWG Holdings LLC | 6,305 | $500,973.09 | $502,918.32 | $1,945.23 | 0.39% |
| DM Dipen Mehta Invst LLC | 231,224 | $18.73M | $18.45M | -$283,014.94 | -1.51% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 3,232 | $257,137.92 | $257,865.12 | $727.2 | 0.28% |
| YL Yosef Levy Y.D. More Investments Ltd. | 42,870 | $3.33M | $3.42M | $92,184.63 | 2.77% |
| TCL Therese C.D. Linden Bank of New Hampshire | 755 | $61,607.95 | $60,196.15 | -$1,411.8 | -2.29% |
Joseph Castro Nuveen LLC | 4.94M | $401.28M | $394.34M | -$6.94M | -1.73% |
Beatriz Gutierrez Junco CV Advisors LLC | 7,821 | $615,121.65 | $623,842.06 | $8,720.41 | 1.42% |
Maree Sgro BG Investment Services Inc. | 6,014 | $506,182.64 | $479,766.85 | -$26,415.79 | -5.22% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 8,175 | $618,815.52 | $651,384 | $32,568.48 | 5.26% |
| RS Richard Slavik Newbridge Financial Services Group Inc. | 774 | $62,003.16 | $61,769.07 | -$234.09 | -0.38% |
| JT Jarrett Topel Topel & Distasi Wealth Management LLC | 76,313 | $6.18M | $6.09M | -$89,072.89 | -1.44% |
| RH Rick Hurley Heirloom Wealth Management | 4,924 | $391,753.44 | $392,861.34 | $1,107.9 | 0.28% |
Kimberly Cappellano Private Wealth Asset Management LLC | 916 | $72,287.94 | $73,083.06 | $795.12 | 1.1% |
| SE Sima Elimelech Activest Wealth Management | 11,117 | $859,384.17 | $887,247.77 | $27,863.6 | 3.24% |
Christina Forster Pazienza Guardian Partners Inc. | 5,833 | $461,547.01 | $465,385.9 | $3,838.89 | 0.83% |
| TW Troy Winegarner Strong Tower Advisory Services | 243,418 | $19.21M | $19.42M | $212,718.72 | 1.11% |