| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Richard Slavik Newbridge Financial Services Group Inc. | 69,798 | $11.03M | $9.39M | -$1.65M | -14.95% |
| BO Brian Oliveira Clear Street Group Inc. | 343,708 | $72.73M | $46.15M | -$26.58M | -36.55% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 655 | $65,748.38 | $84,095.45 | $18,347.07 | 27.9% |
Kurt Van Dyken Lifeworks Advisors LLC | 42,942 | $5.77M | $5.58M | -$192,468.33 | -3.34% |
Kimberly Cappellano Private Wealth Asset Management LLC | 4,409 | $710,209.49 | $587,940.15 | -$122,269.34 | -17.22% |
Sima Elimelech Activest Wealth Management | 843 | $200,740.39 | $113,358.21 | -$87,382.18 | -43.53% |
Jodi Greenlund Financial Council LLC | 2,600 | $214,519 | $348,504 | $133,985 | 62.46% |
Eddie Wilcox Rollins Financial Advisors LLC | 1,801 | $314,729.52 | $237,290.75 | -$77,438.77 | -24.6% |
Christina Forster Pazienza Guardian Partners Inc. | 25,907 | $4.23M | $3.36M | -$863,739.54 | -20.44% |
| RWA Roberts Wealth Advisors LLC Roberts Wealth Advisors LLC | 6,488 | $947,676.95 | $842,629 | -$105,047.95 | -11.08% |
Cheryl Smith DB Fitzpatrick & Co Inc. | 12 | $1,908.72 | $1,608.48 | -$300.24 | -15.73% |
Andrew J. Swenson ARS Wealth Advisors Group LLC | 3,321 | $440,302.62 | $431,364.69 | -$8,937.93 | -2.03% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 4,199 | $805,658.75 | $544,274.38 | -$261,384.37 | -32.44% |
| WB William Bromley Innova Wealth Partners | 2,480 | $546,859.3 | $326,752.4 | -$220,106.9 | -40.25% |
Robert Tutela Essex LLC | 2,273 | $289,160.74 | $295,205.87 | $6,045.13 | 2.09% |
Brian Baylis Bell Investment Advisors Inc. | 736 | $80,568.94 | $98,951.52 | $18,382.58 | 22.82% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 76,325 | $12.33M | $9.81M | -$2.53M | -20.48% |
| KC Kasey Cook Maripau Wealth Management LLC | 2,396 | $486,703.54 | $315,589.14 | -$171,114.4 | -35.16% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 553,858 | $94.69M | $74.46M | -$20.22M | -21.36% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 5 | $732.75 | $672.35 | -$60.4 | -8.24% |