| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kyle P. Smith NewEdge Wealth LLC | 17,563 | $954,556.97 | $978,259.1 | $23,702.13 | 2.48% |
Matt Hunter Heartland Bank & Trust Co. | 3,625 | $210,682.5 | $203,761.25 | -$6,921.25 | -3.29% |
Shad Lamm Keystone Wealth Services LLC | 4,354 | $256,961.3 | $244,041.7 | -$12,919.6 | -5.03% |
Dipen Mehta Invst LLC | 11,314 | $692,190.52 | $634,036.56 | -$58,153.96 | -8.4% |
Kasey Fegan Corsicana & Co. | 330 | $20,446.8 | $18,494.85 | -$1,951.95 | -9.55% |
| YL Yosef Levy Y.D. More Investments Ltd. | 2,091 | $118,795.87 | $116,865.99 | -$1,929.88 | -1.62% |
Joseph Castro Nuveen LLC | 3.08M | $178.3M | $169.73M | -$8.57M | -4.81% |
| SK Samira Kadam Cherry Creek Investment Advisors Inc. | 7,801 | $476,227.4 | $438,338.19 | -$37,889.21 | -7.96% |
Richard Slavik Newbridge Financial Services Group Inc. | 8,919 | $527,138.22 | $495,450.45 | -$31,687.77 | -6.01% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 2,723 | $144,935.98 | $152,174.85 | $7,238.87 | 4.99% |
Kurt Van Dyken Lifeworks Advisors LLC | 6,016 | $372,751.36 | $337,106.56 | -$35,644.8 | -9.56% |
Kimberly Cappellano Private Wealth Asset Management LLC | 4,543 | $279,979.58 | $253,544.83 | -$26,434.75 | -9.44% |
Sima Elimelech Activest Wealth Management | 66 | $3,978.55 | $3,666.3 | -$312.25 | -7.85% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 6,255 | $357,302.8 | $350,592.75 | -$6,710.05 | -1.88% |
Brian Baylis Bell Investment Advisors Inc. | 756 | $42,961.01 | $41,995.8 | -$965.21 | -2.25% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 1.18M | $69.56M | $66.41M | -$3.15M | -4.53% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 53,525 | $2.83M | $2.97M | $145,453.23 | 5.14% |
Chad Kelley Alliance Wealth Advisors LLC /UT | 11,165 | $626,134.63 | $627,138.05 | $1,003.42 | 0.16% |
Christopher Davis Burns Matteson Capital Management LLC | 30,600 | $1.86M | $1.72M | -$148,812.74 | -7.98% |
Kea Molnar Cromwell Holdings LLC | 2,873 | $155,885.86 | $160,313.4 | $4,427.54 | 2.84% |