| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Pacific Capital Wealth Advisors Pacific Capital Wealth Advisors Inc. | 35,499 | $6.46M | $5.29M | -$1.17M | -18.1% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 3,033 | $880,617.8 | $413,670.87 | -$466,946.93 | -53.02% |
| RR rosemary richard WCG Wealth Advisors LLC | 15,866 | $1.91M | $2.18M | $273,164.14 | 14.34% |
| YA Yinka Akinsola Blue Trust Inc. | 562 | $129,383.67 | $85,024.97 | -$44,358.7 | -34.28% |
| DG Dana Glandien Siemens Fonds Invest GmbH | 5,587 | $1.65M | $761,899.19 | -$888,545.3 | -53.84% |
Jeff Ameen Spire Wealth Management | 9,763 | $997,389.42 | $1.48M | $479,654.85 | 48.09% |
Michelle Dubey Yousif Capital Management LLC | 4,188 | $880,272.3 | $633,602.52 | -$246,669.78 | -28.02% |
| LWL Lauer Wealth LLC Lauer Wealth LLC | 8,590 | $891,985.6 | $1.27M | $381,138.3 | 42.73% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 1,817 | $278,164.52 | $268,588.94 | -$9,575.58 | -3.44% |
John Nowicki LCM Capital Management Inc. | 6,139 | $782,663.15 | $896,208.05 | $113,544.9 | 14.51% |
Kyle P. Smith NewEdge Wealth LLC | 3,443 | $429,036.64 | $511,485.19 | $82,448.55 | 19.22% |
| CPS Chow Pak Sun Gordian Capital Singapore Pte Ltd. | 10 | $1,248 | $1,459.1 | $211.1 | 16.92% |
| YL Yosef Levy Y.D. More Investments Ltd. | 730 | $75,803.2 | $99,458.12 | $23,654.92 | 31.21% |
| TCL Therese C.D. Linden Bank of New Hampshire | 50 | $6,887.5 | $6,816 | -$71.5 | -1.04% |
Joseph Castro Nuveen LLC | 591,571 | $152.51M | $89.5M | -$63.01M | -41.31% |
Beatriz Gutierrez Junco CV Advisors LLC | 5,613 | $859,294.15 | $809,506.86 | -$49,787.29 | -5.79% |
| MJB Michael John Blaszczyk SRN Advisors LLC | 3,599 | $758,265.36 | $537,114.76 | -$221,150.6 | -29.17% |
| MPM Mark P. Mennitt CenterBook Partners LP | 3,737 | $388,050.08 | $512,174.53 | $124,124.45 | 31.99% |
Suzanne Cross JTC Employer Solutions Trustee Ltd | 600 | $102,276 | $82,962 | -$19,314 | -18.88% |
Richard Slavik Newbridge Financial Services Group Inc. | 13,731 | $3.55M | $2.08M | -$1.47M | -41.45% |