| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Carrie Delgott Wescott Financial Advisory Group LLC | 43,686 | $4.78M | $4.69M | -$83,499.95 | -1.75% |
John Mezzasalma Mezzasalma Advisors LLC | 3,386 | $361,760.24 | $363,842.63 | $2,082.39 | 0.58% |
| SL Shad Lamm Keystone Wealth Services LLC | 3,007 | $331,341.33 | $323,207.39 | -$8,133.94 | -2.45% |
| DM Dipen Mehta Invst LLC | 195,993 | $21.61M | $21.07M | -$546,408.7 | -2.53% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 1,874 | $208,894.78 | $201,426.89 | -$7,467.89 | -3.57% |
| YL Yosef Levy Y.D. More Investments Ltd. | 34,250 | $3.72M | $3.68M | -$41,271.17 | -1.11% |
| TCL Therese C.D. Linden Bank of New Hampshire | 2,115 | $246,151.6 | $227,648.02 | -$18,503.58 | -7.52% |
Joseph Castro Nuveen LLC | 10.99M | $1.22B | $1.18B | -$39.65M | -3.25% |
Beatriz Gutierrez Junco CV Advisors LLC | 22,712 | $2.43M | $2.44M | $14,211.36 | 0.59% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 3,657 | $397,317 | $392,066.97 | -$5,250.03 | -1.32% |
| SC Suzanne Cross JTC Employer Solutions Trustee Ltd | 2,399 | $272,358.58 | $257,856.51 | -$14,502.07 | -5.32% |
| RS Richard Slavik Newbridge Financial Services Group Inc. | 50 | $5,406.5 | $5,377.75 | -$28.75 | -0.53% |
| JT Jarrett Topel Topel & Distasi Wealth Management LLC | 104,452 | $12.69M | $11.23M | -$1.46M | -11.52% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 80 | $8,768.8 | $8,599.6 | -$169.2 | -1.93% |
Kurt Van Dyken Lifeworks Advisors LLC | 186,982 | $20.42M | $20.1M | -$315,481.63 | -1.55% |
| SE Sima Elimelech Activest Wealth Management | 722 | $79,557.18 | $77,615 | -$1,942.18 | -2.44% |
Christina Forster Pazienza Guardian Partners Inc. | 6,157 | $664,424.71 | $661,785.14 | -$2,639.57 | -0.4% |
Andrew J. Swenson ARS Wealth Advisors Group LLC | 2,617 | $285,133.53 | $281,327.5 | -$3,806.03 | -1.33% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 1,945 | $214,793.99 | $209,077.77 | -$5,716.22 | -2.66% |
| TW Troy Winegarner Strong Tower Advisory Services | 281,664 | $30.78M | $30.29M | -$492,314.71 | -1.6% |