| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Melissa Tiscareno Bradley & Co. Private Wealth Management LLC | 3,091 | $194,474.06 | $218,131.87 | $23,657.81 | 12.17% |
John Nowicki LCM Capital Management Inc. | 4,404 | $392,685.71 | $310,790.28 | -$81,895.43 | -20.86% |
Kyle P. Smith NewEdge Wealth LLC | 543,390 | $44.73M | $39.53M | -$5.2M | -11.62% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 1,186 | $114,033.9 | $83,696.02 | -$30,337.88 | -26.6% |
| CAL CSM Advisors LLC CSM Advisors LLC | 246,484 | $24.36M | $17.39M | -$6.97M | -28.61% |
Carrie Delgott Wescott Financial Advisory Group LLC | 5,264 | $436,768.82 | $371,480.48 | -$65,288.34 | -14.95% |
John Mezzasalma Mezzasalma Advisors LLC | 88,877 | $5.43M | $6.27M | $841,043.41 | 15.49% |
Matt Hunter Heartland Bank & Trust Co. | 13,073 | $625,924.27 | $922,561.61 | $296,637.34 | 47.39% |
Shad Lamm Keystone Wealth Services LLC | 6,489 | $511,222.24 | $457,928.73 | -$53,293.51 | -10.42% |
Dipen Mehta Invst LLC | 16,991 | $1.07M | $1.2M | $132,643.44 | 12.44% |
Shawn M. McHugh WealthTrust Asset Management LLC | 12,215 | $705,027.64 | $889,496.3 | $184,468.66 | 26.16% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 64,982 | $5.76M | $4.73M | -$1.03M | -17.84% |
| CPS Chow Pak Sun Gordian Capital Singapore Pte Ltd. | 20 | $1,865 | $1,411.4 | -$453.6 | -24.32% |
Kasey Fegan Corsicana & Co. | 4,425 | $316,258.04 | $312,272.25 | -$3,985.79 | -1.26% |
| YL Yosef Levy Y.D. More Investments Ltd. | 20,674 | $1.52M | $1.46M | -$63,535.07 | -4.17% |
| TCL Therese C.D. Linden Bank of New Hampshire | 380 | $34,821.2 | $26,816.6 | -$8,004.6 | -22.99% |
Bethany Wagner Level Financial Advisors | 3,729 | $266,640.42 | $271,694.94 | $5,054.52 | 1.9% |
Joseph Castro Nuveen LLC | 25.98M | $2.36B | $1.89B | -$472.93M | -20% |
Beatriz Gutierrez Junco CV Advisors LLC | 48,671 | $4.46M | $3.43M | -$1.03M | -23.02% |
| MPM Mark P. Mennitt CenterBook Partners LP | 355,147 | $26.15M | $25.68M | -$472,254.19 | -1.81% |