| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kyle P. Smith NewEdge Wealth LLC | 13,125 | $568,341.99 | $542,259.37 | -$26,082.62 | -4.59% |
Jessica Clark Caerus Investment Advisors LLC | 7,308 | $335,656.44 | $298,166.4 | -$37,490.04 | -11.17% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 25,043 | $1.1M | $1.03M | -$66,883.88 | -6.08% |
Joseph Castro Nuveen LLC | 317,311 | $13.53M | $13.11M | -$419,823.74 | -3.1% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 200 | $8,830 | $8,160 | -$670 | -7.59% |
Adam J. Peck Riverwater Partners LLC | 68,759 | $2.89M | $2.78M | -$109,206.13 | -3.77% |
Sima Elimelech Activest Wealth Management | 255 | $10,937.25 | $10,522.57 | -$414.68 | -3.79% |
Brian Baylis Bell Investment Advisors Inc. | 99 | $4,183.31 | $4,073.85 | -$109.46 | -2.62% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 27,819 | $1.21M | $1.15M | -$62,441.22 | -5.15% |
Bobby Adusumilli SJS Investment Consulting Inc. | 2,337 | $101,635.65 | $96,588.21 | -$5,047.44 | -4.97% |
Kea Molnar Cromwell Holdings LLC | 47 | $2,103.7 | $1,944.86 | -$158.84 | -7.55% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 5,954 | $253,823.77 | $246,436.06 | -$7,387.71 | -2.91% |
Olalekan F. Adeduji Washington Trust Advisors Inc. | 45 | $1,827.45 | $1,878.75 | $51.3 | 2.81% |
Ashish Sharma DGS Capital Management LLC | 10,486 | $446,692.56 | $427,828.8 | -$18,863.76 | -4.22% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 4,381 | $201,219.33 | $180,278.15 | -$20,941.18 | -10.41% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 149,868 | $6.16M | $6.08M | -$77,932.84 | -1.27% |
J. Adam Causey Jackson Thornton Wealth Management LLC | 9,063 | $416,263.59 | $369,770.4 | -$46,493.19 | -11.17% |
Dominic Corabi Wedmont Private Capital | 7,430 | $326,836.7 | $307,824.9 | -$19,011.8 | -5.82% |
| WCP Wick Capital Partners LLC Wick Capital Partners LLC | 4,485 | $205,996.05 | $181,642.5 | -$24,353.55 | -11.82% |
Caitlin Garner SC&H Financial Advisors Inc. | 5,744 | $257,157.35 | $232,632 | -$24,525.35 | -9.54% |