| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| YA Yinka Akinsola Blue Trust Inc. | 966,223 | $93.02M | $87.53M | -$5.49M | -5.9% |
Jonathan J. Marshall Spectrum Investment Advisors Inc. | 20,282 | $1.92M | $1.84M | -$80,667.42 | -4.21% |
Jeff Ameen Spire Wealth Management | 8,881 | $828,849.62 | $804,529.79 | -$24,319.83 | -2.93% |
Daren Blonski Fermata Advisors LLC | 44,822 | $4.19M | $4.05M | -$140,959.1 | -3.36% |
Mack, Connie Clarity Financial LLC | 1.17M | $111.02M | $106.07M | -$4.95M | -4.46% |
Ben Rothwell Keystone Financial Services | 73,126 | $6.78M | $6.62M | -$166,250.32 | -2.45% |
Dipen Mehta Invst LLC | 88,909 | $8.27M | $8.04M | -$233,924.66 | -2.83% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 20,742 | $1.96M | $1.88M | -$78,842.73 | -4.03% |
James D. King Lindenwold Advisors Inc. | 70,870 | $6.83M | $6.42M | -$416,841.39 | -6.1% |
Katie Smith Delos Wealth Advisors LLC | 575 | $54,231.63 | $51,962.75 | -$2,268.88 | -4.18% |
Kevin B. Crawford JB Capital LLC | 366,798 | $34.3M | $33.16M | -$1.15M | -3.35% |
Richard Slavik Newbridge Financial Services Group Inc. | 584 | $52,538.62 | $52,904.56 | $365.94 | 0.7% |
Kurt Van Dyken Lifeworks Advisors LLC | 193,120 | $18.1M | $17.45M | -$642,736.37 | -3.55% |
Kimberly Cappellano Private Wealth Asset Management LLC | 1,236 | $117,691.58 | $111,987.78 | -$5,703.8 | -4.85% |
Cheryl Smith DB Fitzpatrick & Co Inc. | 27,957 | $2.73M | $2.53M | -$199,447.88 | -7.31% |
Brian Baylis Bell Investment Advisors Inc. | 5,734 | $529,657.65 | $519,443.06 | -$10,214.59 | -1.93% |
| KC Kasey Cook Maripau Wealth Management LLC | 12,294 | $1.15M | $1.11M | -$31,826.28 | -2.78% |
Andrew Endelman Independent Wealth Network Inc. | 2,267 | $215,209.51 | $204,880.12 | -$10,329.39 | -4.8% |
| DC Donie Carlson DMC Group LLC | 12,123 | $1.12M | $1.1M | -$27,060.65 | -2.41% |
Andrew J. Whalen Whalen Wealth Management Inc. | 3,431 | $325,599.62 | $311,363.25 | -$14,236.37 | -4.37% |