| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JDK James D. King Lindenwold Advisors Inc. | 7,805 | $2.14M | $2.09M | -$56,934.75 | -2.66% |
| SC Suzanne Cross JTC Employer Solutions Trustee Ltd | 3,540 | $817,704.64 | $946,135.8 | $128,431.16 | 15.71% |
| SR Spencer Rand Five Oceans Advisors | 1,411 | $347,706.3 | $373,844.45 | $26,138.15 | 7.52% |
| SHT S. Hardy Taylor Heritage Investment Group Inc. | 1,068 | $326,412.84 | $285,444.36 | -$40,968.48 | -12.55% |
Kimberly Van Winkle Twelve Points Wealth Management LLC | 2,649 | $737,230.54 | $707,998.23 | -$29,232.31 | -3.97% |
| MWA Motive Wealth Advisors Motive Wealth Advisors | 1,149 | $325,699.44 | $307,093.23 | -$18,606.21 | -5.71% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 9,309 | $2.72M | $2.47M | -$254,078.37 | -9.34% |
| SK Samira Kadam Cherry Creek Investment Advisors Inc. | 682 | $207,629.03 | $182,278.14 | -$25,350.89 | -12.21% |
Katie Smith Delos Wealth Advisors LLC | 908 | $271,018.39 | $242,681.16 | -$28,337.23 | -10.46% |
Kevin B. Crawford JB Capital LLC | 7,891 | $1.95M | $2.11M | $155,752.92 | 7.98% |
| RS Richard Slavik Newbridge Financial Services Group Inc. | 8,356 | $2.53M | $2.23M | -$298,480.82 | -11.8% |
Jeffrey Dominguez Dominguez Wealth Management Solutions Inc. | 2,604 | $691,835.97 | $695,971.08 | $4,135.11 | 0.6% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 528 | $148,698.78 | $140,997.12 | -$7,701.66 | -5.18% |
Kurt Van Dyken Lifeworks Advisors LLC | 1,904 | $559,792.22 | $508,444.16 | -$51,348.06 | -9.17% |
| EJL Emery J. Levick US Asset Management LLC | 2,866 | $691,021.26 | $765,995.82 | $74,974.56 | 10.85% |
Kimberly Cappellano Private Wealth Asset Management LLC | 6,886 | $2.15M | $1.84M | -$306,456.83 | -14.29% |
| SE Sima Elimelech Activest Wealth Management | 805 | $248,188.45 | $213,284.76 | -$34,903.69 | -14.06% |
Jodi Greenlund Financial Council LLC | 700 | $213,139.03 | $187,089 | -$26,050.03 | -12.22% |
| EW Eddie Wilcox Rollins Financial Advisors LLC | 2,470 | $732,401.48 | $660,156.9 | -$72,244.58 | -9.86% |
Christina Forster Pazienza Guardian Partners Inc. | 54,320 | $15.61M | $14.52M | -$1.09M | -6.97% |