| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Matt Hunter Heartland Bank & Trust Co. | 4,893 | $1.46M | $1.19M | -$264,368.06 | -18.15% |
Shad Lamm Keystone Wealth Services LLC | 2,180 | $591,882.52 | $529,598.3 | -$62,284.22 | -10.52% |
Dipen Mehta Invst LLC | 1,051 | $296,687.44 | $255,398.25 | -$41,289.19 | -13.92% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 8,854 | $2.71M | $2.15M | -$556,063.86 | -20.55% |
Kasey Fegan Corsicana & Co. | 901 | $208,896.4 | $219,046.61 | $10,150.21 | 4.86% |
| YL Yosef Levy Y.D. More Investments Ltd. | 1,123 | $305,292.35 | $272,237.66 | -$33,054.69 | -10.83% |
| TCL Therese C.D. Linden Bank of New Hampshire | 4,308 | $1.02M | $1.04M | $28,081.85 | 2.76% |
Joseph Castro Nuveen LLC | 2.94M | $918.85M | $713.42M | -$205.42M | -22.36% |
| MPM Mark P. Mennitt CenterBook Partners LP | 21,996 | $5.95M | $5.34M | -$603,790.2 | -10.16% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 2,065 | $589,744.81 | $501,805.32 | -$87,939.49 | -14.91% |
James D. King Lindenwold Advisors Inc. | 7,805 | $2.14M | $1.89M | -$254,011 | -11.85% |
Suzanne Cross JTC Employer Solutions Trustee Ltd | 3,540 | $817,704.64 | $860,627.1 | $42,922.46 | 5.25% |
Spencer Rand Five Oceans Advisors | 1,390 | $342,642.99 | $339,166.95 | -$3,476.04 | -1.01% |
S. Hardy Taylor Heritage Investment Group Inc. | 1,021 | $312,048.23 | $250,257.31 | -$61,790.92 | -19.8% |
Kimberly Van Winkle Twelve Points Wealth Management LLC | 3,332 | $921,852.27 | $811,741.84 | -$110,110.43 | -11.94% |
| MWA Motive Wealth Advisors Motive Wealth Advisors | 874 | $248,163.19 | $211,971.22 | -$36,191.97 | -14.58% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 9,309 | $2.72M | $2.26M | -$462,227.61 | -16.99% |
| SK Samira Kadam Cherry Creek Investment Advisors Inc. | 959 | $282,504.9 | $233,669.94 | -$48,834.96 | -17.29% |
Katie Smith Delos Wealth Advisors LLC | 895 | $267,705.47 | $217,574.5 | -$50,130.97 | -18.73% |
Kevin B. Crawford JB Capital LLC | 8,015 | $1.98M | $1.95M | -$36,932.41 | -1.86% |