| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Carrie Delgott Wescott Financial Advisory Group LLC | 23,178 | $3.31M | $3.46M | $146,021.97 | 4.41% |
John Mezzasalma Mezzasalma Advisors LLC | 2,030 | $313,883.01 | $302,287.3 | -$11,595.71 | -3.69% |
Matt Hunter Heartland Bank & Trust Co. | 17,018 | $2.41M | $2.54M | $128,496.73 | 5.33% |
| SL Shad Lamm Keystone Wealth Services LLC | 1,866 | $304,677.41 | $278,369.88 | -$26,307.53 | -8.63% |
| DM Dipen Mehta Invst LLC | 8,703 | $1.29M | $1.3M | $4,175.14 | 0.32% |
Matthew Fong Seldon Capita LLP | 1,828 | $299,024.24 | $272,609.64 | -$26,414.6 | -8.83% |
| SMM Shawn M. McHugh WealthTrust Asset Management LLC | 1,589 | $229,515.16 | $236,967.57 | $7,452.41 | 3.25% |
Daniel Cesta Pinnacle Wealth Management Group Inc. | 3,537 | $488,141.01 | $527,649.66 | $39,508.65 | 8.09% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 50,660 | $8.1M | $7.55M | -$546,634.21 | -6.75% |
Kasey Fegan Corsicana & Co. | 9,374 | $1.26M | $1.4M | $134,975.58 | 10.69% |
| YL Yosef Levy Y.D. More Investments Ltd. | 1,946 | $298,932.34 | $290,206.98 | -$8,725.36 | -2.92% |
| TCL Therese C.D. Linden Bank of New Hampshire | 15,653 | $2.17M | $2.33M | $168,753.23 | 7.79% |
Bethany Wagner Level Financial Advisors | 34,579 | $5.89M | $5.16M | -$732,961.64 | -12.44% |
Joseph Castro Nuveen LLC | 12.58M | $2.1B | $1.87B | -$224.85M | -10.73% |
| MJB Michael John Blaszczyk SRN Advisors LLC | 4,563 | $676,297.55 | $680,480.19 | $4,182.64 | 0.62% |
| MPM Mark P. Mennitt CenterBook Partners LP | 90,713 | $13.4M | $13.53M | $124,848.32 | 0.93% |
| HP Hannah Perry Crestmont Private Wealth LLC | 2,711 | $428,155.42 | $404,291.43 | -$23,863.99 | -5.57% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 4,088 | $634,691.92 | $609,643.44 | -$25,048.48 | -3.95% |
| JDK James D. King Lindenwold Advisors Inc. | 15,406 | $2.49M | $2.3M | -$195,291.95 | -7.83% |
| SC Suzanne Cross JTC Employer Solutions Trustee Ltd | 600 | $81,342.73 | $89,478 | $8,135.27 | 10% |