| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 2,229 | $331,484.89 | $313,843.2 | -$17,641.69 | -5.32% |
Derek Batts Union Heritage Capital LLC | 27,289 | $4M | $3.84M | -$158,488.73 | -3.96% |
Jessica Clark Caerus Investment Advisors LLC | 2,861 | $409,338.68 | $402,828.8 | -$6,509.88 | -1.59% |
Carrie Delgott Wescott Financial Advisory Group LLC | 2,536 | $429,678.86 | $353,924.16 | -$75,754.7 | -17.63% |
John Mezzasalma Mezzasalma Advisors LLC | 1,482 | $228,206.44 | $204,115.86 | -$24,090.58 | -10.56% |
Ben Rothwell Keystone Financial Services | 2,481 | $334,157.84 | $345,107.12 | $10,949.28 | 3.28% |
Matt Hunter Heartland Bank & Trust Co. | 12,228 | $1.92M | $1.7M | -$223,627.59 | -11.65% |
Dipen Mehta Invst LLC | 3,785 | $587,772.61 | $532,928 | -$54,844.61 | -9.33% |
Shawn M. McHugh WealthTrust Asset Management LLC | 6,197 | $932,466.07 | $864,853.32 | -$67,612.75 | -7.25% |
Jason E. Archambault SK Wealth Management LLC | 2,066 | $346,734.95 | $286,554.2 | -$60,180.75 | -17.36% |
Daniel Cesta Pinnacle Wealth Management Group Inc. | 6,500 | $1.02M | $907,140 | -$108,141.45 | -10.65% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 47,933 | $7.01M | $6.67M | -$341,158.26 | -4.87% |
Kasey Fegan Corsicana & Co. | 6,820 | $1.01M | $951,799.2 | -$56,682.49 | -5.62% |
| YL Yosef Levy Y.D. More Investments Ltd. | 15 | $2,031 | $2,086.5 | $55.5 | 2.73% |
| TCL Therese C.D. Linden Bank of New Hampshire | 6,306 | $962,062.42 | $880,065.36 | -$81,997.06 | -8.52% |
Joseph Castro Nuveen LLC | 4.39M | $657.57M | $604.02M | -$53.55M | -8.14% |
Beatriz Gutierrez Junco CV Advisors LLC | 3,400 | $460,359.97 | $474,504 | $14,144.03 | 3.07% |
James D. King Lindenwold Advisors Inc. | 13,115 | $2.24M | $1.83M | -$410,285.48 | -18.31% |
Suzanne Cross JTC Employer Solutions Trustee Ltd | 1,770 | $288,970.2 | $247,021.2 | -$41,949 | -14.52% |
Hannah Tackett Penobscot Wealth Management | 1,690 | $253,468.15 | $235,856.4 | -$17,611.75 | -6.95% |