| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DR Donna Rittershausen Koss-Olinger Consulting LLC | 1,822 | $453,058.52 | $387,266.1 | -$65,792.42 | -14.52% |
Jennifer Easley Gitterman Wealth Management LLC | 2,693 | $521,145.25 | $573,837.93 | $52,692.68 | 10.11% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 24,278 | $4.32M | $5.16M | $844,871.28 | 19.58% |
Melissa Tiscareno Bradley & Co. Private Wealth Management LLC | 419 | $72,607.51 | $89,058.45 | $16,450.94 | 22.66% |
Kyle P. Smith NewEdge Wealth LLC | 223,490 | $45.02M | $47.51M | $2.49M | 5.53% |
John Ledford FWG Holdings LLC | 1,512 | $386,379.36 | $321,375.6 | -$65,003.76 | -16.82% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 1,703 | $463,787.94 | $361,972.65 | -$101,815.29 | -21.95% |
| DB Derek Batts Union Heritage Capital LLC | 1,070 | $204,327 | $227,428.5 | $23,101.5 | 11.31% |
Jessica Clark Caerus Investment Advisors LLC | 1,418 | $385,578.64 | $301,395.9 | -$84,182.74 | -21.83% |
| EBA Eagle Bay Advisors LLC Eagle Bay Advisors LLC | 1,609 | $225,897.18 | $342,982.47 | $117,085.29 | 51.83% |
| CAL CSM Advisors LLC CSM Advisors LLC | 106,824 | $31.36M | $22.71M | -$8.66M | -27.6% |
| GAG Goodman Advisory Group LLC Goodman Advisory Group LLC | 11 | $2,969.76 | $2,338.05 | -$631.71 | -21.27% |
Carrie Delgott Wescott Financial Advisory Group LLC | 3,135 | $577,459.37 | $666,344.25 | $88,884.88 | 15.39% |
Matt Hunter Heartland Bank & Trust Co. | 5,914 | $1.24M | $1.26M | $14,798.21 | 1.19% |
| DM Dipen Mehta Invst LLC | 2,628 | $698,428.47 | $560,197.59 | -$138,230.88 | -19.79% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 35,368 | $7.05M | $7.54M | $487,273.1 | 6.91% |
Kasey Fegan Corsicana & Co. | 374 | $57,105.53 | $79,723.71 | $22,618.18 | 39.61% |
| YL Yosef Levy Y.D. More Investments Ltd. | 500 | $94,377.71 | $106,582.49 | $12,204.78 | 12.93% |
| TCL Therese C.D. Linden Bank of New Hampshire | 10,537 | $2.09M | $2.23M | $133,004.33 | 6.35% |
Joseph Castro Nuveen LLC | 3.36M | $833.62M | $715.6M | -$118.02M | -14.16% |