| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Keebeck Wealth Management Keebeck Wealth Management LLC | 69,187 | $2.86M | $2.49M | -$375,065.02 | -13.11% |
Daniel Russell Naviter Wealth LLC | 6,985 | $327,456.31 | $257,048 | -$70,408.31 | -21.5% |
| RR rosemary richard WCG Wealth Advisors LLC | 50,656 | $2.18M | $1.8M | -$376,974.78 | -17.28% |
| YA Yinka Akinsola Blue Trust Inc. | 8,142 | $380,838.34 | $290,180.88 | -$90,657.46 | -23.8% |
Jeff Ameen Spire Wealth Management | 9,024 | $579,649.2 | $321,615.36 | -$258,033.84 | -44.52% |
Daren Blonski Fermata Advisors LLC | 17,419 | $947,353.5 | $620,813.16 | -$326,540.34 | -34.47% |
Jason Kaplan Howard Capital Management Group LLC | 25,515 | $1.29M | $909,354.6 | -$378,923.89 | -29.41% |
| JAT Jeremiah Anthony Thisse Ashford Advisors LLC | 11,640 | $411,008.4 | $427,653.6 | $16,645.2 | 4.05% |
Kyle P. Smith NewEdge Wealth LLC | 176,526 | $8.76M | $6.49M | -$2.27M | -25.92% |
John Ledford FWG Holdings LLC | 6,834 | $421,298.91 | $243,420.25 | -$177,878.66 | -42.22% |
Dipen Mehta Invst LLC | 19,102 | $986,985.66 | $680,394.14 | -$306,591.52 | -31.06% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 100,879 | $4.31M | $3.71M | -$599,692.87 | -13.93% |
| TCL Therese C.D. Linden Bank of New Hampshire | 1,182 | $51,845.17 | $42,126.48 | -$9,718.69 | -18.75% |
Joseph Castro Nuveen LLC | 14,068 | $496,741.08 | $505,603.92 | $8,862.84 | 1.78% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 8,473 | $416,115.44 | $301,977.72 | -$114,137.72 | -27.43% |
Suzanne Cross JTC Employer Solutions Trustee Ltd | 57,216 | $3.49M | $2.04M | -$1.45M | -41.55% |
S. Hardy Taylor Heritage Investment Group Inc. | 21,828 | $1.08M | $777,949.92 | -$306,041.64 | -28.23% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 9,840 | $445,391.08 | $350,697.6 | -$94,693.48 | -21.26% |
Kevin B. Crawford JB Capital LLC | 9,610 | $566,380 | $342,500.4 | -$223,879.6 | -39.53% |
Richard Slavik Newbridge Financial Services Group Inc. | 40,573 | $2.64M | $1.45M | -$1.19M | -45.2% |