| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| EBA Eagle Bay Advisors LLC Eagle Bay Advisors LLC | 1,280 | $341,824.61 | $346,419.21 | $4,594.6 | 1.34% |
Carrie Delgott Wescott Financial Advisory Group LLC | 1,436 | $377,572.32 | $388,639.05 | $11,066.73 | 2.93% |
Matt Hunter Heartland Bank & Trust Co. | 4,893 | $1.46M | $1.35M | -$107,400.62 | -7.37% |
Shad Lamm Keystone Wealth Services LLC | 2,180 | $591,882.52 | $597,221.9 | $5,339.38 | 0.9% |
Dipen Mehta Invst LLC | 1,051 | $296,687.44 | $286,723.31 | -$9,964.13 | -3.36% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 8,854 | $2.71M | $2.43M | -$279,907.6 | -10.34% |
Kasey Fegan Corsicana & Co. | 901 | $208,896.4 | $243,846.65 | $34,950.25 | 16.73% |
| YL Yosef Levy Y.D. More Investments Ltd. | 1,123 | $305,292.35 | $307,651.46 | $2,359.11 | 0.77% |
| TCL Therese C.D. Linden Bank of New Hampshire | 4,308 | $1.02M | $1.17M | $149,589.03 | 14.72% |
Joseph Castro Nuveen LLC | 2.94M | $918.85M | $805.27M | -$113.58M | -12.36% |
| MPM Mark P. Mennitt CenterBook Partners LP | 21,996 | $5.95M | $6.02M | $75,006.36 | 1.26% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 1,526 | $465,268.18 | $412,996.66 | -$52,271.52 | -11.23% |
James D. King Lindenwold Advisors Inc. | 7,805 | $2.14M | $2.11M | -$30,631.82 | -1.43% |
Suzanne Cross JTC Employer Solutions Trustee Ltd | 3,540 | $817,704.64 | $958,065.64 | $140,361 | 17.17% |
Spencer Rand Five Oceans Advisors | 1,390 | $342,642.99 | $376,189.61 | $33,546.62 | 9.79% |
S. Hardy Taylor Heritage Investment Group Inc. | 1,021 | $312,048.23 | $276,323.45 | -$35,724.78 | -11.45% |
Kimberly Van Winkle Twelve Points Wealth Management LLC | 3,332 | $921,852.27 | $914,567.39 | -$7,284.88 | -0.79% |
| MWA Motive Wealth Advisors Motive Wealth Advisors | 874 | $248,163.19 | $236,539.37 | -$11,623.82 | -4.68% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 9,309 | $2.72M | $2.52M | -$201,110.07 | -7.39% |
| SK Samira Kadam Cherry Creek Investment Advisors Inc. | 959 | $282,504.9 | $259,543.77 | -$22,961.13 | -8.13% |