| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jennifer Easley Gitterman Wealth Management LLC | 979 | $279,945.09 | $262,851.71 | -$17,093.38 | -6.11% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 2,707 | $720,954.09 | $725,286.51 | $4,332.42 | 0.6% |
Melissa Tiscareno Bradley & Co. Private Wealth Management LLC | 734 | $164,973.56 | $196,689.98 | $31,716.42 | 19.23% |
John Nowicki LCM Capital Management Inc. | 2,991 | $696,626.77 | $801,498.27 | $104,871.5 | 15.05% |
Kyle P. Smith NewEdge Wealth LLC | 14,790 | $4.42M | $3.96M | -$454,448.53 | -10.29% |
Mack, Connie Clarity Financial LLC | 660 | $201,741.95 | $176,860.2 | -$24,881.75 | -12.33% |
Jonathan Guyton Cornerstone Wealth Advisors Inc. | 738 | $224,728.39 | $197,761.86 | -$26,966.53 | -12% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 693 | $210,801.1 | $185,703.21 | -$25,097.89 | -11.91% |
| EBA Eagle Bay Advisors LLC Eagle Bay Advisors LLC | 1,280 | $341,824.61 | $342,105.6 | $280.99 | 0.08% |
Carrie Delgott Wescott Financial Advisory Group LLC | 1,436 | $377,572.32 | $384,804.92 | $7,232.6 | 1.92% |
Matt Hunter Heartland Bank & Trust Co. | 4,780 | $1.43M | $1.28M | -$144,959.09 | -10.17% |
| SL Shad Lamm Keystone Wealth Services LLC | 1,587 | $431,588.69 | $424,157.49 | -$7,431.2 | -1.72% |
| DM Dipen Mehta Invst LLC | 1,446 | $402,637.74 | $386,472.42 | -$16,165.32 | -4.01% |
| SMM Shawn M. McHugh WealthTrust Asset Management LLC | 652 | $202,635.09 | $174,716.44 | -$27,918.65 | -13.78% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 9,865 | $3.01M | $2.64M | -$376,517.85 | -12.5% |
Kasey Fegan Corsicana & Co. | 881 | $203,490.2 | $235,464.87 | $31,974.67 | 15.71% |
| YL Yosef Levy Y.D. More Investments Ltd. | 2,970 | $823,650.21 | $793,791.9 | -$29,858.31 | -3.63% |
| TCL Therese C.D. Linden Bank of New Hampshire | 4,308 | $1.02M | $1.15M | $135,911.09 | 13.37% |
Joseph Castro Nuveen LLC | 3.36M | $1.05B | $897.87M | -$152.28M | -14.5% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 1,492 | $456,077.64 | $395,305.4 | -$60,772.24 | -13.32% |