| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Carrie Delgott Wescott Financial Advisory Group LLC | 2,451 | $413,935.16 | $321,546.69 | -$92,388.47 | -22.32% |
Ben Rothwell Keystone Financial Services | 2,481 | $334,157.84 | $322,703.67 | -$11,454.17 | -3.43% |
Matt Hunter Heartland Bank & Trust Co. | 12,228 | $1.92M | $1.6M | -$315,887.85 | -16.46% |
Dipen Mehta Invst LLC | 3,785 | $587,772.61 | $495,607.9 | -$92,164.71 | -15.68% |
Shawn M. McHugh WealthTrust Asset Management LLC | 6,197 | $932,466.07 | $795,585.73 | -$136,880.34 | -14.68% |
Jason E. Archambault SK Wealth Management LLC | 2,066 | $346,734.95 | $268,672.97 | -$78,061.98 | -22.51% |
Daniel Cesta Pinnacle Wealth Management Group Inc. | 6,501 | $1.02M | $834,598.38 | -$180,809.79 | -17.81% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 47,933 | $7.01M | $6.23M | -$774,473.06 | -11.05% |
Kasey Fegan Corsicana & Co. | 6,820 | $1.01M | $893,965.6 | -$114,516.09 | -11.36% |
| YL Yosef Levy Y.D. More Investments Ltd. | 15 | $2,031 | $1,964.55 | -$66.45 | -3.27% |
| TCL Therese C.D. Linden Bank of New Hampshire | 5,922 | $905,165.14 | $775,930.05 | -$129,235.09 | -14.28% |
Joseph Castro Nuveen LLC | 4.39M | $657.57M | $563.01M | -$94.55M | -14.38% |
Beatriz Gutierrez Junco CV Advisors LLC | 3,400 | $460,359.97 | $442,238 | -$18,121.97 | -3.94% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 3,045 | $385,862 | $398,712.3 | $12,850.3 | 3.33% |
James D. King Lindenwold Advisors Inc. | 13,115 | $2.24M | $1.68M | -$556,879.7 | -24.85% |
Suzanne Cross JTC Employer Solutions Trustee Ltd | 1,770 | $288,970.2 | $232,011.6 | -$56,958.6 | -19.71% |
Hannah Tackett Penobscot Wealth Management | 1,690 | $253,468.15 | $216,962.2 | -$36,505.95 | -14.4% |
| TH Teodora Harrop Border to Coast Pensions Partnership Ltd | 150,578 | $23.46M | $19.55M | -$3.9M | -16.64% |
S. Hardy Taylor Heritage Investment Group Inc. | 2,381 | $411,656.13 | $310,696.69 | -$100,959.44 | -24.53% |
Kimberly Van Winkle Twelve Points Wealth Management LLC | 11,519 | $1.89M | $1.51M | -$377,706.82 | -20% |