| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Derek Batts Union Heritage Capital LLC | 14,064 | $1.92M | $2.66M | $731,229.03 | 38% |
Jessica Clark Caerus Investment Advisors LLC | 1,886 | $344,664.41 | $336,462.38 | -$8,202.03 | -2.38% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 12,917 | $2.33M | $2.41M | $80,128.87 | 3.44% |
Kasey Fegan Corsicana & Co. | 14 | $2,821.42 | $2,497.6 | -$323.82 | -11.48% |
| YL Yosef Levy Y.D. More Investments Ltd. | 310 | $68,457.44 | $55,304 | -$13,153.44 | -19.21% |
| TCL Therese C.D. Linden Bank of New Hampshire | 1,370 | $192,731.6 | $244,407.99 | $51,676.39 | 26.81% |
Joseph Castro Nuveen LLC | 3.45M | $820.07M | $615.82M | -$204.25M | -24.91% |
| MJB Michael John Blaszczyk SRN Advisors LLC | 3,502 | $600,961.25 | $654,191.11 | $53,229.86 | 8.86% |
James D. King Lindenwold Advisors Inc. | 14,994 | $2.66M | $2.79M | $132,109.27 | 4.96% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 8,770 | $1.49M | $1.56M | $69,639.19 | 4.66% |
Katie Smith Delos Wealth Advisors LLC | 115 | $25,143.6 | $20,516 | -$4,627.6 | -18.4% |
Kevin B. Crawford JB Capital LLC | 37,796 | $7.16M | $6.69M | -$465,589.37 | -6.51% |
Richard Slavik Newbridge Financial Services Group Inc. | 1 | $170.73 | $178.4 | $7.67 | 4.49% |
| EJL Emery J. Levick US Asset Management LLC | 6,760 | $1.14M | $1.26M | $116,417.2 | 10.19% |
Kimberly Cappellano Private Wealth Asset Management LLC | 1,960 | $446,036.55 | $368,284 | -$77,752.55 | -17.43% |
Sima Elimelech Activest Wealth Management | 5 | $867.25 | $892 | $24.75 | 2.85% |
Christina Forster Pazienza Guardian Partners Inc. | 400 | $66,668 | $71,360 | $4,692 | 7.04% |
Robert Tutela Essex LLC | 15,568 | $2.53M | $2.76M | $225,541.96 | 8.91% |
Brian Baylis Bell Investment Advisors Inc. | 187 | $29,965.81 | $34,882.98 | $4,917.17 | 16.41% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 3,652 | $735,987.54 | $692,346.16 | -$43,641.38 | -5.93% |