| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| YA Yinka Akinsola Blue Trust Inc. | 984 | $132,419.06 | $106,636.08 | -$25,782.98 | -19.47% |
| DG Dana Glandien Siemens Fonds Invest GmbH | 28,841 | $4.12M | $3.17M | -$943,906.52 | -22.93% |
Jeff Ameen Spire Wealth Management | 1,053 | $144,378.77 | $116,651.34 | -$27,727.43 | -19.2% |
Michelle Dubey Yousif Capital Management LLC | 33,078 | $4.39M | $3.66M | -$728,719.98 | -16.59% |
| SMM Stephen Michael Mangold Tectonic Advisors LLC | 108,185 | $12.56M | $11.93M | -$630,940.18 | -5.02% |
Rajesh Chelapurath Ceera Investments LLC | 33,929 | $3.25M | $3.78M | $528,834.32 | 16.27% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 16,673 | $2.09M | $1.87M | -$220,149.6 | -10.54% |
Kyle P. Smith NewEdge Wealth LLC | 23,072 | $2.81M | $2.59M | -$224,571.78 | -7.99% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 309 | $30,383.97 | $34,241.19 | $3,857.22 | 12.69% |
Jessica Clark Caerus Investment Advisors LLC | 5,479 | $518,064.56 | $603,566.64 | $85,502.08 | 16.5% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 5,141 | $475,085.53 | $575,586.36 | $100,500.83 | 21.15% |
| YL Yosef Levy Y.D. More Investments Ltd. | 793 | $73,225.04 | $87,230 | $14,004.96 | 19.13% |
Joseph Castro Nuveen LLC | 1.01M | $147.52M | $109.75M | -$37.77M | -25.6% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 2,027 | $199,314.91 | $223,344.99 | $24,030.08 | 12.06% |
| SK Samira Kadam Cherry Creek Investment Advisors Inc. | 2,402 | $260,631.92 | $265,877.38 | $5,245.46 | 2.01% |
Katie Smith Delos Wealth Advisors LLC | 31 | $4,509.26 | $3,419.14 | -$1,090.12 | -24.18% |
Richard Slavik Newbridge Financial Services Group Inc. | 46 | $6,338.47 | $4,985.02 | -$1,353.45 | -21.35% |
| EJL Emery J. Levick US Asset Management LLC | 8,275 | $930,523.75 | $917,201 | -$13,322.75 | -1.43% |
Kimberly Cappellano Private Wealth Asset Management LLC | 2,528 | $355,813.24 | $282,605.12 | -$73,208.12 | -20.57% |
Sima Elimelech Activest Wealth Management | 359 | $35,825.93 | $38,904.83 | $3,078.9 | 8.59% |