| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| YA Yinka Akinsola Blue Trust Inc. | 1,533 | $230,418.26 | $233,751.84 | $3,333.58 | 1.45% |
| DG Dana Glandien Siemens Fonds Invest GmbH | 23,049 | $3.82M | $3.57M | -$254,364.49 | -6.66% |
Jeff Ameen Spire Wealth Management | 306 | $46,628.97 | $46,658.88 | $29.91 | 0.06% |
Michelle Dubey Yousif Capital Management LLC | 68,156 | $9.11M | $10.39M | $1.28M | 14.1% |
Jason Kaplan Howard Capital Management Group LLC | 210,394 | $23.96M | $32.08M | $8.13M | 33.92% |
Kyle P. Smith NewEdge Wealth LLC | 17,597 | $2.91M | $2.65M | -$257,229.92 | -8.85% |
Ben Rothwell Keystone Financial Services | 5,532 | $681,044.52 | $825,374.4 | $144,329.88 | 21.19% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 4,001 | $585,526.71 | $596,949.2 | $11,422.49 | 1.95% |
Kasey Fegan Corsicana & Co. | 39 | $5,624.9 | $5,946.72 | $321.82 | 5.72% |
| YL Yosef Levy Y.D. More Investments Ltd. | 364 | $56,539.2 | $54,308.8 | -$2,230.4 | -3.94% |
| TCL Therese C.D. Linden Bank of New Hampshire | 10,203 | $1.22M | $1.56M | $333,294.35 | 27.26% |
Joseph Castro Nuveen LLC | 3.19M | $546.46M | $480.73M | -$65.73M | -12.03% |
| MPM Mark P. Mennitt CenterBook Partners LP | 5,683 | $841,200.44 | $855,518.76 | $14,318.32 | 1.7% |
| HP Hannah Perry Crestmont Private Wealth LLC | 5,343 | $707,636.25 | $803,052.9 | $95,416.65 | 13.48% |
Katie Smith Delos Wealth Advisors LLC | 70 | $12,842.9 | $10,831.8 | -$2,011.1 | -15.66% |
Richard Slavik Newbridge Financial Services Group Inc. | 202 | $31,349.37 | $31,257.48 | -$91.89 | -0.29% |
Adam J. Peck Riverwater Partners LLC | 2,957 | $305,546.23 | $457,566.21 | $152,019.98 | 49.75% |
Kimberly Cappellano Private Wealth Asset Management LLC | 2,164 | $373,290 | $325,768.54 | -$47,521.46 | -12.73% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 4,000 | $492,440 | $609,920 | $117,480 | 23.86% |
Brian Baylis Bell Investment Advisors Inc. | 545 | $68,949.5 | $81,913.5 | $12,964 | 18.8% |