| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeff Ameen Spire Wealth Management | 329 | $729,946.38 | $616,506.52 | -$113,439.86 | -15.54% |
| DW Drew Waldron Canvas Wealth Advisors LLC | 1,791 | $3.08M | $3.31M | $230,283.8 | 7.49% |
| MD Michelle Dubey Yousif Capital Management LLC | 118 | $234,107.34 | $219,175.56 | -$14,931.78 | -6.38% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 1,058 | $1.64M | $1.95M | $306,440.31 | 18.64% |
Melissa Tiscareno Bradley & Co. Private Wealth Management LLC | 47 | $81,263.94 | $86,663.3 | $5,399.36 | 6.64% |
| EL Erin Lavelle Flight Deck Capita LLP | 5,567 | $3.55M | $10.26M | $6.72M | 189.53% |
Kyle P. Smith NewEdge Wealth LLC | 543 | $952,151.61 | $1M | $49,086.09 | 5.16% |
John Ledford FWG Holdings LLC | 246 | $380,865.27 | $453,599.4 | $72,734.13 | 19.1% |
Matthew Carney Nfj Investment Group LLC | 77 | $158,000.92 | $141,980.3 | -$16,020.62 | -10.14% |
| CAL CSM Advisors LLC CSM Advisors LLC | 8,052 | $13.92M | $14.85M | $925,013.76 | 6.64% |
| GAG Goodman Advisory Group LLC Goodman Advisory Group LLC | 166 | $324,097.98 | $306,087.4 | -$18,010.58 | -5.56% |
| DM Dipen Mehta Invst LLC | 237 | $496,254.21 | $436,597.25 | -$59,656.96 | -12.02% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 125 | $216,127.5 | $230,272.81 | $14,145.31 | 6.54% |
| YL Yosef Levy Y.D. More Investments Ltd. | 31 | $61,668.65 | $57,107.66 | -$4,560.99 | -7.4% |
| TCL Therese C.D. Linden Bank of New Hampshire | 89 | $114,496.36 | $161,598.63 | $47,102.27 | 41.14% |
Joseph Castro Nuveen LLC | 41,613 | $97.27M | $76.76M | -$20.51M | -21.09% |
| MPM Mark P. Mennitt CenterBook Partners LP | 2,087 | $3.69M | $3.84M | $152,885.1 | 4.14% |
Kimberly Van Winkle Twelve Points Wealth Management LLC | 249 | $272,193.67 | $458,703.44 | $186,509.77 | 68.52% |
| RS Richard Slavik Newbridge Financial Services Group Inc. | 8 | $16,114.08 | $14,764.48 | -$1,349.6 | -8.38% |
| RH Rick Hurley Heirloom Wealth Management | 7,474 | $11.78M | $13.77M | $1.99M | 16.9% |