| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kyle P. Smith NewEdge Wealth LLC | 95,978 | $21.31M | $18.75M | -$2.56M | -12.01% |
| CAL CSM Advisors LLC CSM Advisors LLC | 59,426 | $14.85M | $11.73M | -$3.13M | -21.04% |
Matt Hunter Heartland Bank & Trust Co. | 2,342 | $538,825.18 | $466,666.92 | -$72,158.26 | -13.39% |
Shad Lamm Keystone Wealth Services LLC | 1,575 | $416,734.74 | $311,031 | -$105,703.74 | -25.36% |
Kasey Fegan Corsicana & Co. | 68 | $14,383.36 | $13,434.08 | -$949.28 | -6.6% |
| TCL Therese C.D. Linden Bank of New Hampshire | 3,345 | $661,076.19 | $658,613.77 | -$2,462.42 | -0.37% |
Joseph Castro Nuveen LLC | 2.32M | $540.59M | $436.47M | -$104.12M | -19.26% |
Beatriz Gutierrez Junco CV Advisors LLC | 5,800 | $1.28M | $1.15M | -$128,760.06 | -10.07% |
Spencer Rand Five Oceans Advisors | 1,025 | $192,914.73 | $204,579.75 | $11,665.02 | 6.05% |
Kimberly Van Winkle Twelve Points Wealth Management LLC | 1,374 | $338,239.75 | $273,783.24 | -$64,456.51 | -19.06% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 3,387 | $719,286.41 | $667,577.7 | -$51,708.71 | -7.19% |
Katie Smith Delos Wealth Advisors LLC | 34 | $7,543.58 | $6,715.68 | -$827.9 | -10.97% |
Kevin B. Crawford JB Capital LLC | 2,334 | $527,420.41 | $461,945.28 | -$65,475.13 | -12.41% |
Richard Slavik Newbridge Financial Services Group Inc. | 393 | $95,072.67 | $76,917.96 | -$18,154.71 | -19.1% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 1,113 | $223,311.75 | $219,144.13 | -$4,167.62 | -1.87% |
Kurt Van Dyken Lifeworks Advisors LLC | 1,973 | $466,307.23 | $389,539.25 | -$76,767.98 | -16.46% |
| EJL Emery J. Levick US Asset Management LLC | 1,210 | $245,560.86 | $236,276.7 | -$9,284.16 | -3.78% |
Kimberly Cappellano Private Wealth Asset Management LLC | 1,488 | $346,635.11 | $289,877.28 | -$56,757.83 | -16.37% |
Sima Elimelech Activest Wealth Management | 11 | $2,599.08 | $2,152.92 | -$446.16 | -17.17% |
Andrew J. Swenson ARS Wealth Advisors Group LLC | 2,976 | $624,524.35 | $587,402.88 | -$37,121.47 | -5.94% |