| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Daniel Russell Naviter Wealth LLC | 6,985 | $327,456.31 | $322,183.12 | -$5,273.19 | -1.61% |
| RR rosemary richard WCG Wealth Advisors LLC | 50,656 | $2.18M | $2.32M | $136,221.16 | 6.24% |
| YA Yinka Akinsola Blue Trust Inc. | 8,408 | $390,230.8 | $391,728.72 | $1,497.92 | 0.38% |
Jeff Ameen Spire Wealth Management | 9,024 | $579,649.2 | $420,428.16 | -$159,221.04 | -27.47% |
Daren Blonski Fermata Advisors LLC | 19,748 | $1.06M | $910,777.76 | -$146,830.6 | -13.88% |
| LWL Lauer Wealth LLC Lauer Wealth LLC | 53,188 | $2.46M | $2.47M | $10,371.54 | 0.42% |
| JAT Jeremiah Anthony Thisse Ashford Advisors LLC | 11,640 | $411,008.4 | $533,577.6 | $122,569.2 | 29.82% |
Kyle P. Smith NewEdge Wealth LLC | 176,526 | $8.76M | $8.21M | -$557,822.16 | -6.36% |
John Ledford FWG Holdings LLC | 6,834 | $421,298.91 | $316,824.24 | -$104,474.67 | -24.8% |
Dipen Mehta Invst LLC | 19,102 | $986,985.66 | $881,366.28 | -$105,619.38 | -10.7% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 100,879 | $4.31M | $4.69M | $385,390.56 | 8.95% |
| TCL Therese C.D. Linden Bank of New Hampshire | 275 | $12,872.75 | $12,575.75 | -$297 | -2.31% |
Joseph Castro Nuveen LLC | 14,068 | $496,741.08 | $650,504.32 | $153,763.24 | 30.95% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 8,330 | $407,362.42 | $384,346.2 | -$23,016.22 | -5.65% |
Suzanne Cross JTC Employer Solutions Trustee Ltd | 57,216 | $3.49M | $2.64M | -$849,429.36 | -24.35% |
S. Hardy Taylor Heritage Investment Group Inc. | 21,828 | $1.08M | $1.01M | -$71,936.34 | -6.64% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 9,840 | $445,391.08 | $450,180 | $4,788.92 | 1.08% |
Kevin B. Crawford JB Capital LLC | 9,610 | $566,380 | $443,213.2 | -$123,166.8 | -21.75% |
Richard Slavik Newbridge Financial Services Group Inc. | 42,058 | $2.71M | $1.96M | -$748,062.68 | -27.63% |
Kurt Van Dyken Lifeworks Advisors LLC | 240,879 | $10.25M | $11.11M | $856,323.74 | 8.35% |