| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeff Ameen Spire Wealth Management | 502 | $19,699.54 | $20,888.22 | $1,188.68 | 6.03% |
Michelle Dubey Yousif Capital Management LLC | 37,295 | $848,456.77 | $1.55M | $703,388.18 | 82.9% |
Kyle P. Smith NewEdge Wealth LLC | 4,030 | $225,720.29 | $163,134.4 | -$62,585.89 | -27.73% |
| TCL Therese C.D. Linden Bank of New Hampshire | 265 | $17,773.55 | $10,745.75 | -$7,027.8 | -39.54% |
Joseph Castro Nuveen LLC | 371,536 | $12.32M | $15.46M | $3.14M | 25.46% |
William Jeffrey Draper Strategic Planning Group LLC | 60,076 | $2.91M | $2.46M | -$453,782.67 | -15.58% |
Richard Slavik Newbridge Financial Services Group Inc. | 3,012 | $165,822.94 | $125,329.32 | -$40,493.62 | -24.42% |
| BO Brian Oliveira Clear Street Group Inc. | 89,704 | $4.69M | $3.71M | -$986,902.05 | -21.02% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 300 | $5,502.33 | $12,168 | $6,665.67 | 121.14% |
Sima Elimelech Activest Wealth Management | 4,302 | $207,614.52 | $179,006.22 | -$28,608.3 | -13.78% |
Christina Forster Pazienza Guardian Partners Inc. | 14,650 | $361,150.5 | $601,162.75 | $240,012.25 | 66.46% |
Brian Baylis Bell Investment Advisors Inc. | 66 | $1,438.89 | $2,746.26 | $1,307.37 | 90.86% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 32,468 | $1.27M | $1.31M | $34,488.43 | 2.71% |
Bobby Adusumilli SJS Investment Consulting Inc. | 15 | $972.87 | $624.15 | -$348.72 | -35.84% |
Kea Molnar Cromwell Holdings LLC | 29 | $1,454 | $1,187.11 | -$266.89 | -18.36% |
| ABL Alan B. Lancz & Associates Inc. Alan B Lancz & Associates Inc. | 13,350 | $361,776 | $558,697.5 | $196,921.5 | 54.43% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 5,865 | $383,979.33 | $238,646.85 | -$145,332.48 | -37.85% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 12,640 | $669,565.14 | $525,950.4 | -$143,614.74 | -21.45% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 5,907 | $314,623.54 | $235,984.65 | -$78,638.89 | -24.99% |
Dominic Corabi Wedmont Private Capital | 11,866 | $240,515.01 | $483,361.51 | $242,846.5 | 100.97% |