| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kyle P. Smith NewEdge Wealth LLC | 206,179 | $49.26M | $27.28M | -$21.98M | -44.61% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 3,711 | $612,433.58 | $491,002.41 | -$121,431.17 | -19.83% |
| DB Derek Batts Union Heritage Capital LLC | 58,187 | $4.78M | $7.7M | $2.92M | 61.02% |
| EBA Eagle Bay Advisors LLC Eagle Bay Advisors LLC | 2,268 | $248,377.75 | $300,872.65 | $52,494.9 | 21.14% |
| CAL CSM Advisors LLC CSM Advisors LLC | 58,109 | $10.13M | $7.69M | -$2.44M | -24.12% |
Carrie Delgott Wescott Financial Advisory Group LLC | 1,783 | $323,070.53 | $235,908.73 | -$87,161.8 | -26.98% |
John Mezzasalma Mezzasalma Advisors LLC | 3,629 | $507,755.81 | $480,152.99 | -$27,602.82 | -5.44% |
Ben Rothwell Keystone Financial Services | 3,387 | $419,567.66 | $448,133.97 | $28,566.31 | 6.81% |
Matt Hunter Heartland Bank & Trust Co. | 3,905 | $575,971.41 | $516,670.55 | -$59,300.86 | -10.3% |
| SL Shad Lamm Keystone Wealth Services LLC | 3,400 | $414,414.98 | $451,043.66 | $36,628.68 | 8.84% |
| DM Dipen Mehta Invst LLC | 2,817 | $319,167.12 | $373,702.94 | $54,535.82 | 17.09% |
Matthew Fong Seldon Capita LLP | 2,265 | $197,530.65 | $299,682.15 | $102,151.5 | 51.71% |
Daniel Cesta Pinnacle Wealth Management Group Inc. | 3,696 | $305,456.64 | $472,866.24 | $167,409.6 | 54.81% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 68,228 | $12.11M | $9.05M | -$3.06M | -25.24% |
| CPS Chow Pak Sun Gordian Capital Singapore Pte Ltd. | 1 | $281.24 | $132.31 | -$148.93 | -52.95% |
Kasey Fegan Corsicana & Co. | 58 | $16,311.92 | $7,694.27 | -$8,617.65 | -52.83% |
| TCL Therese C.D. Linden Bank of New Hampshire | 10,928 | $941,650.35 | $1.38M | $437,463.25 | 46.46% |
Joseph Castro Nuveen LLC | 6.83M | $1.19B | $908.23M | -$282.8M | -23.74% |
| MJB Michael John Blaszczyk SRN Advisors LLC | 2,800 | $462,489.09 | $370,972 | -$91,517.09 | -19.79% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 2,678 | $511,005.01 | $342,623.32 | -$168,381.69 | -32.95% |