| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Daniel Cesta Pinnacle Wealth Management Group Inc. | 3,696 | $305,456.64 | $497,001.12 | $191,544.48 | 62.71% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 55,380 | $10.49M | $7.41M | -$3.08M | -29.34% |
| CPS Chow Pak Sun Gordian Capital Singapore Pte Ltd. | 1 | $281.24 | $133.06 | -$148.18 | -52.69% |
Kasey Fegan Corsicana & Co. | 58 | $16,311.92 | $7,509.84 | -$8,802.08 | -53.96% |
| YL Yosef Levy Y.D. More Investments Ltd. | 2,951 | $432,469 | $378,996.93 | -$53,472.07 | -12.36% |
| TCL Therese C.D. Linden Bank of New Hampshire | 4,726 | $458,886.67 | $606,771.14 | $147,884.47 | 32.23% |
Joseph Castro Nuveen LLC | 7.76M | $1.33B | $1.04B | -$284.24M | -21.41% |
Beatriz Gutierrez Junco CV Advisors LLC | 10,880 | $1.59M | $1.45M | -$139,392.8 | -8.79% |
| MJB Michael John Blaszczyk SRN Advisors LLC | 2,800 | $462,489.09 | $376,656 | -$85,833.09 | -18.56% |
| MPM Mark P. Mennitt CenterBook Partners LP | 8,865 | $1.3M | $1.14M | -$157,531.05 | -12.13% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 3,127 | $574,410.17 | $405,978.41 | -$168,431.76 | -29.32% |
William Jeffrey Draper Strategic Planning Group LLC | 23,515 | $4.31M | $3.16M | -$1.15M | -26.6% |
Suzanne Cross JTC Employer Solutions Trustee Ltd | 5,237 | $537,421.72 | $678,086.76 | $140,665.04 | 26.17% |
Spencer Rand Five Oceans Advisors | 4,929 | $567,970.21 | $639,346.01 | $71,375.8 | 12.57% |
S. Hardy Taylor Heritage Investment Group Inc. | 7,186 | $693,101.58 | $949,090.95 | $255,989.37 | 36.93% |
| MWA Motive Wealth Advisors Motive Wealth Advisors | 1,952 | $341,050.82 | $262,544 | -$78,506.82 | -23.02% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 19,604 | $3.1M | $2.53M | -$567,233.16 | -18.33% |
| SK Samira Kadam Cherry Creek Investment Advisors Inc. | 1,546 | $227,378.3 | $200,786.75 | -$26,591.55 | -11.69% |
Katie Smith Delos Wealth Advisors LLC | 2,570 | $365,204.1 | $333,071.49 | -$32,132.61 | -8.8% |
Justin Ericksen Blue Barn Wealth LLC | 1,126 | $172,642.56 | $150,596.87 | -$22,045.69 | -12.77% |