| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Keebeck Wealth Management Keebeck Wealth Management LLC | 20,999 | $3.94M | $4.38M | $439,657.88 | 11.15% |
| YA Yinka Akinsola Blue Trust Inc. | 7,972 | $1.95M | $1.66M | -$288,980.65 | -14.8% |
| DG Dana Glandien Siemens Fonds Invest GmbH | 17,868 | $4.16M | $3.73M | -$430,269.08 | -10.34% |
Loraine Ell Better Money Decisions LLC | 1,455 | $339,349.65 | $303,702.15 | -$35,647.5 | -10.5% |
Jeff Ameen Spire Wealth Management | 17,755 | $4.4M | $3.71M | -$690,163.4 | -15.7% |
| MD Michelle Dubey Yousif Capital Management LLC | 87,694 | $22.67M | $18.3M | -$4.36M | -19.25% |
| EB Eric Becker Guardian Wealth Advisors LLC | 2,769 | $628,870.48 | $577,973.37 | -$50,897.11 | -8.09% |
Daren Blonski Fermata Advisors LLC | 1,308 | $308,564.75 | $273,018.84 | -$35,545.91 | -11.52% |
| SMM Stephen Michael Mangold Tectonic Advisors LLC | 6,951 | $1.51M | $1.45M | -$61,880.51 | -4.09% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 3,149 | $627,746.85 | $657,290.77 | $29,543.92 | 4.71% |
John Nowicki LCM Capital Management Inc. | 1,787 | $288,255.18 | $373,000.51 | $84,745.33 | 29.4% |
Kyle P. Smith NewEdge Wealth LLC | 92,910 | $20.64M | $19.39M | -$1.24M | -6.03% |
| EBA Eagle Bay Advisors LLC Eagle Bay Advisors LLC | 868 | $208,921.84 | $181,177.64 | -$27,744.2 | -13.28% |
| CAL CSM Advisors LLC CSM Advisors LLC | 60,000 | $15M | $12.52M | -$2.47M | -16.48% |
Matt Hunter Heartland Bank & Trust Co. | 1,421 | $335,753.88 | $296,605.33 | -$39,148.55 | -11.66% |
| SL Shad Lamm Keystone Wealth Services LLC | 1,572 | $416,073.27 | $328,123.56 | -$87,949.71 | -21.14% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 2,114 | $531,269.34 | $441,255.22 | -$90,014.12 | -16.94% |
Kasey Fegan Corsicana & Co. | 23 | $4,461.31 | $4,800.79 | $339.48 | 7.61% |
| TCL Therese C.D. Linden Bank of New Hampshire | 12,725 | $2.48M | $2.66M | $175,574.46 | 7.08% |
Joseph Castro Nuveen LLC | 2.54M | $592.9M | $530.62M | -$62.28M | -10.5% |