| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kyle P. Smith NewEdge Wealth LLC | 58,184 | $3.93M | $3.69M | -$235,797.72 | -6% |
Matt Hunter Heartland Bank & Trust Co. | 5,999 | $345,782.36 | $385,555.73 | $39,773.37 | 11.5% |
Shad Lamm Keystone Wealth Services LLC | 4,058 | $269,036.94 | $259,894.61 | -$9,142.33 | -3.4% |
Daniel Cesta Pinnacle Wealth Management Group Inc. | 4,500 | $280,980 | $283,635 | $2,655 | 0.94% |
Kasey Fegan Corsicana & Co. | 1,900 | $118,636 | $121,828 | $3,192 | 2.69% |
Joseph Castro Nuveen LLC | 12.94M | $858.22M | $809.96M | -$48.26M | -5.62% |
Suzanne Cross JTC Employer Solutions Trustee Ltd | 925 | $50,717.75 | $59,311 | $8,593.25 | 16.94% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 4,087 | $279,021.56 | $260,995.82 | -$18,025.74 | -6.46% |
Richard Slavik Newbridge Financial Services Group Inc. | 657 | $45,762.05 | $41,410.71 | -$4,351.34 | -9.51% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 19 | $1,399.73 | $1,214.86 | -$184.87 | -13.21% |
| EJL Emery J. Levick US Asset Management LLC | 6,473 | $376,599.14 | $408,543.39 | $31,944.25 | 8.48% |
Kimberly Cappellano Private Wealth Asset Management LLC | 11,205 | $760,259.56 | $713,086.2 | -$47,173.36 | -6.2% |
Sima Elimelech Activest Wealth Management | 107 | $6,188.88 | $6,744.21 | $555.33 | 8.97% |
Christina Forster Pazienza Guardian Partners Inc. | 275 | $15,906 | $17,606.87 | $1,700.87 | 10.69% |
Brian Baylis Bell Investment Advisors Inc. | 237 | $15,939.79 | $14,938.11 | -$1,001.68 | -6.28% |
Kalon Hoard Holland Advisory Services Inc. | 7,723 | $535,327.48 | $492,302.63 | -$43,024.85 | -8.04% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 1.5M | $99.73M | $94.25M | -$5.47M | -5.49% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 879 | $58,803.86 | $55,403.37 | -$3,400.49 | -5.78% |
Andrew Endelman Independent Wealth Network Inc. | 3,533 | $231,482.66 | $226,217.99 | -$5,264.67 | -2.27% |
Larry Herold Herold Advisors Inc. | 4,854 | $307,464.85 | $310,656 | $3,191.15 | 1.04% |