| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jason Kaplan Howard Capital Management Group LLC | 10,681 | $447,172.5 | $309,588.78 | -$137,583.72 | -30.77% |
| RWP Ridgecrest Wealth Partners LLC Ridgecrest Wealth Partners LLC | 24,537 | $988,139.05 | $711,450.31 | -$276,688.74 | -28% |
Marc Trottier Coerente Capital Management | 711,299 | $18.05M | $20.62M | $2.58M | 14.29% |
Melissa Tiscareno Bradley & Co. Private Wealth Management LLC | 160 | $5,735.6 | $4,641.6 | -$1,094 | -19.07% |
John Nowicki LCM Capital Management Inc. | 14,441 | $550,333.79 | $418,933.41 | -$131,400.38 | -23.88% |
Kyle P. Smith NewEdge Wealth LLC | 83,856 | $2.25M | $2.43M | $184,887.81 | 8.23% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 7,078 | $188,775.03 | $205,474.34 | $16,699.31 | 8.85% |
| CAL CSM Advisors LLC CSM Advisors LLC | 889,436 | $21.68M | $25.82M | $4.14M | 19.1% |
Carrie Delgott Wescott Financial Advisory Group LLC | 8,914 | $247,532.32 | $258,639.71 | $11,107.39 | 4.49% |
Matt Hunter Heartland Bank & Trust Co. | 21,716 | $609,785.28 | $629,438.26 | $19,652.98 | 3.22% |
Shad Lamm Keystone Wealth Services LLC | 9,081 | $484,054.96 | $263,621.43 | -$220,433.53 | -45.54% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 145,419 | $3.74M | $4.22M | $478,008.38 | 12.79% |
Kasey Fegan Corsicana & Co. | 2,615 | $99,166.4 | $75,913.45 | -$23,252.95 | -23.45% |
| YL Yosef Levy Y.D. More Investments Ltd. | 32,930 | $823,722.72 | $955,957.9 | $132,235.18 | 16.05% |
Joseph Castro Nuveen LLC | 14.45M | $364.5M | $419.14M | $54.65M | 14.99% |
Beatriz Gutierrez Junco CV Advisors LLC | 26,200 | $630,896 | $760,324 | $129,428 | 20.51% |
| MPM Mark P. Mennitt CenterBook Partners LP | 459,030 | $11.26M | $13.33M | $2.07M | 18.34% |
Suzanne Cross JTC Employer Solutions Trustee Ltd | 15,000 | $450,480 | $435,450 | -$15,030 | -3.34% |
Spencer Rand Five Oceans Advisors | 8,388 | $213,212 | $243,503.64 | $30,291.64 | 14.21% |
Kimberly Van Winkle Twelve Points Wealth Management LLC | 9,868 | $275,260.3 | $286,468.04 | $11,207.74 | 4.07% |