| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DR Donna Rittershausen Koss-Olinger Consulting LLC | 35,567 | $984,348.54 | $880,105.41 | -$104,243.13 | -10.59% |
Melissa Tiscareno Bradley & Co. Private Wealth Management LLC | 160 | $5,735.6 | $3,959.2 | -$1,776.4 | -30.97% |
John Nowicki LCM Capital Management Inc. | 14,107 | $542,291.07 | $349,077.71 | -$193,213.36 | -35.63% |
Kyle P. Smith NewEdge Wealth LLC | 81,237 | $2.18M | $2.01M | -$173,241.83 | -7.93% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 12,391 | $329,728.92 | $306,615.29 | -$23,113.63 | -7.01% |
John P. Quinn Vermillion & White Wealth Management Group LLC | 7,809 | $220,530.24 | $193,233.7 | -$27,296.54 | -12.38% |
Matthew Carney Nfj Investment Group LLC | 1.4M | $34.62M | $34.61M | -$10,944.32 | -0.03% |
| CAL CSM Advisors LLC CSM Advisors LLC | 762,708 | $18.63M | $18.87M | $245,788.74 | 1.32% |
| GAG Goodman Advisory Group LLC Goodman Advisory Group LLC | 614 | $15,558.76 | $15,193.43 | -$365.33 | -2.35% |
Carrie Delgott Wescott Financial Advisory Group LLC | 8,914 | $247,532.32 | $220,576.93 | -$26,955.39 | -10.89% |
Matt Hunter Heartland Bank & Trust Co. | 21,946 | $616,243.68 | $543,053.77 | -$73,189.91 | -11.88% |
| SL Shad Lamm Keystone Wealth Services LLC | 10,596 | $573,515.71 | $261,986.1 | -$311,529.61 | -54.32% |
| DM Dipen Mehta Invst LLC | 17,112 | $448,370.96 | $423,094.2 | -$25,276.76 | -5.64% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 121,684 | $3.17M | $3.01M | -$158,239.82 | -5% |
Kasey Fegan Corsicana & Co. | 2,300 | $91,581.2 | $56,867.5 | -$34,713.7 | -37.9% |
| YL Yosef Levy Y.D. More Investments Ltd. | 32,715 | $818,545.52 | $808,878.37 | -$9,667.15 | -1.18% |
| TCL Therese C.D. Linden Bank of New Hampshire | 326 | $15,539.35 | $8,171.19 | -$7,368.16 | -47.42% |
Joseph Castro Nuveen LLC | 13.18M | $333.99M | $325.58M | -$8.41M | -2.52% |
| MPM Mark P. Mennitt CenterBook Partners LP | 147,896 | $3.77M | $3.66M | -$111,661.48 | -2.96% |
| SC Suzanne Cross JTC Employer Solutions Trustee Ltd | 15,000 | $450,480 | $370,875 | -$79,605 | -17.67% |