| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| YA Yinka Akinsola Blue Trust Inc. | 6,499 | $86,242.54 | $64,372.59 | -$21,869.95 | -25.36% |
Jeff Ameen Spire Wealth Management | 50 | $543.5 | $494.75 | -$48.75 | -8.97% |
| SMM Stephen Michael Mangold Tectonic Advisors LLC | 14,155 | $156,554.3 | $143,956.35 | -$12,597.95 | -8.05% |
| TJD Timothy J. Dolan GP Brinson Investments LLC | 404,249 | $5.59M | $4.06M | -$1.53M | -27.36% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 288,709 | $3.94M | $2.92M | -$1.02M | -25.78% |
Kyle P. Smith NewEdge Wealth LLC | 614,082 | $7.5M | $6.24M | -$1.27M | -16.92% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 82,749 | $1.01M | $840,208.52 | -$174,588.1 | -17.2% |
| TCL Therese C.D. Linden Bank of New Hampshire | 500 | $7,170 | $5,000 | -$2,170 | -30.26% |
Joseph Castro Nuveen LLC | 79,139 | $860,241 | $783,080.4 | -$77,160.6 | -8.97% |
| TH Teodora Harrop Border to Coast Pensions Partnership Ltd | 1.25M | $17.75M | $12.69M | -$5.06M | -28.49% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 24,128 | $346,352.51 | $245,381.76 | -$100,970.75 | -29.15% |
Richard Slavik Newbridge Financial Services Group Inc. | 2,553 | $30,009.89 | $25,210.87 | -$4,799.02 | -15.99% |
Sima Elimelech Activest Wealth Management | 12,987 | $141,168.69 | $128,701.17 | -$12,467.52 | -8.83% |
Thomas Herbert VPR Management LLC | 52,407 | $681,531.01 | $530,620.87 | -$150,910.14 | -22.14% |
Rekah Franca Catalyst Funds Management Pty Ltd. | 20,300 | $220,661 | $204,015 | -$16,646 | -7.54% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 13,131 | $137,744 | $133,542.27 | -$4,201.73 | -3.05% |
Matthew Liebman Amplius Wealth Advisors LLC | 18,931 | $257,355.69 | $192,528.27 | -$64,827.42 | -25.19% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 620 | $8,065.2 | $6,134.9 | -$1,930.3 | -23.93% |
J. Adam Causey Jackson Thornton Wealth Management LLC | 52,323 | $568,751.01 | $517,474.47 | -$51,276.54 | -9.02% |
Dominic Corabi Wedmont Private Capital | 23,818 | $261,645.64 | $241,157.25 | -$20,488.39 | -7.83% |