| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| YA Yinka Akinsola Blue Trust Inc. | 514 | $65,524.72 | $45,041.82 | -$20,482.9 | -31.26% |
| DG Dana Glandien Siemens Fonds Invest GmbH | 20,514 | $2.37M | $1.78M | -$595,068.11 | -25.09% |
Loraine Ell Better Money Decisions LLC | 1,872 | $188,285.76 | $163,800 | -$24,485.76 | -13% |
Jeff Ameen Spire Wealth Management | 10,743 | $710,269.38 | $941,409.09 | $231,139.71 | 32.54% |
Drew Waldron Canvas Wealth Advisors LLC | 4,538 | $495,009.68 | $398,300.26 | -$96,709.42 | -19.54% |
Michelle Dubey Yousif Capital Management LLC | 58,116 | $6.14M | $5.09M | -$1.05M | -17.06% |
Jennifer Easley Gitterman Wealth Management LLC | 3,551 | $218,741.6 | $316,394.1 | $97,652.5 | 44.64% |
Kyle P. Smith NewEdge Wealth LLC | 12,537 | $1.53M | $1.09M | -$438,394.9 | -28.63% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 586 | $54,205 | $51,632.46 | -$2,572.54 | -4.75% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 14,148 | $1.31M | $1.23M | -$76,752.9 | -5.86% |
| YL Yosef Levy Y.D. More Investments Ltd. | 445 | $61,680.24 | $38,563.7 | -$23,116.54 | -37.48% |
Joseph Castro Nuveen LLC | 2.32M | $266.8M | $198.33M | -$68.48M | -25.67% |
| HP Hannah Perry Crestmont Private Wealth LLC | 9,931 | $911,467.18 | $868,267.33 | -$43,199.85 | -4.74% |
Suzanne Cross JTC Employer Solutions Trustee Ltd | 6,657 | $550,278.95 | $583,020.06 | $32,741.11 | 5.95% |
| TH Teodora Harrop Border to Coast Pensions Partnership Ltd | 450,000 | $30.67M | $39.31M | $8.64M | 28.18% |
Richard Slavik Newbridge Financial Services Group Inc. | 2,648 | $130,540.53 | $232,044.24 | $101,503.71 | 77.76% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 70 | $8,000.3 | $6,065.85 | -$1,934.45 | -24.18% |
Kimberly Cappellano Private Wealth Asset Management LLC | 247 | $27,292.97 | $21,387.73 | -$5,905.24 | -21.64% |
Sima Elimelech Activest Wealth Management | 588 | $56,768.29 | $51,526.44 | -$5,241.85 | -9.23% |
Brian Baylis Bell Investment Advisors Inc. | 46 | $3,427 | $4,030.98 | $603.98 | 17.62% |