| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Shad Lamm Keystone Wealth Services LLC | 4,058 | $269,036.94 | $254,030.8 | -$15,006.14 | -5.58% |
Daniel Cesta Pinnacle Wealth Management Group Inc. | 4,500 | $280,980 | $280,395 | -$585 | -0.21% |
Kasey Fegan Corsicana & Co. | 1,900 | $118,636 | $118,389 | -$247 | -0.21% |
Joseph Castro Nuveen LLC | 12.94M | $858.22M | $796.5M | -$61.72M | -7.19% |
Suzanne Cross JTC Employer Solutions Trustee Ltd | 925 | $50,717.75 | $57,636.75 | $6,919 | 13.64% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 4,087 | $279,021.56 | $254,660.97 | -$24,360.59 | -8.73% |
Richard Slavik Newbridge Financial Services Group Inc. | 1,641 | $114,642.05 | $104,400.42 | -$10,241.63 | -8.93% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 19 | $1,399.73 | $1,183.89 | -$215.84 | -15.42% |
| EJL Emery J. Levick US Asset Management LLC | 6,473 | $376,599.14 | $402,491.14 | $25,892 | 6.88% |
Kimberly Cappellano Private Wealth Asset Management LLC | 11,205 | $760,259.56 | $689,443.65 | -$70,815.91 | -9.31% |
Sima Elimelech Activest Wealth Management | 107 | $6,188.88 | $6,667.17 | $478.29 | 7.73% |
Christina Forster Pazienza Guardian Partners Inc. | 275 | $15,906 | $17,135.25 | $1,229.25 | 7.73% |
Brian Baylis Bell Investment Advisors Inc. | 237 | $15,939.79 | $14,838.57 | -$1,101.22 | -6.91% |
Kalon Hoard Holland Advisory Services Inc. | 7,723 | $535,327.48 | $481,220.13 | -$54,107.35 | -10.11% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 1.5M | $99.73M | $92.98M | -$6.75M | -6.76% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 879 | $58,803.86 | $54,770.49 | -$4,033.37 | -6.86% |
Andrew Endelman Independent Wealth Network Inc. | 3,533 | $231,482.66 | $220,141.23 | -$11,341.43 | -4.9% |
Larry Herold Herold Advisors Inc. | 4,895 | $310,323.37 | $305,007.45 | -$5,315.92 | -1.71% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 12,906 | $886,360.01 | $804,172.86 | -$82,187.15 | -9.27% |
Chad Kelley Alliance Wealth Advisors LLC /UT | 16,168 | $995,174.58 | $1.01M | $12,253.5 | 1.23% |