| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
John Mezzasalma Mezzasalma Advisors LLC | 1,318 | $335,277.01 | $283,857.66 | -$51,419.35 | -15.34% |
Matt Hunter Heartland Bank & Trust Co. | 3,372 | $501,003.29 | $699,251.64 | $198,248.35 | 39.57% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 4,971 | $1.16M | $1.07M | -$90,559.05 | -7.8% |
| YL Yosef Levy Y.D. More Investments Ltd. | 376 | $102,810.61 | $79,997.76 | -$22,812.85 | -22.19% |
| TCL Therese C.D. Linden Bank of New Hampshire | 345 | $52,516.65 | $72,939.9 | $20,423.25 | 38.89% |
Joseph Castro Nuveen LLC | 2.33M | $658.95M | $498.16M | -$160.8M | -24.4% |
Beatriz Gutierrez Junco CV Advisors LLC | 7,800 | $1.7M | $1.65M | -$54,834 | -3.22% |
James D. King Lindenwold Advisors Inc. | 12,329 | $1.36M | $2.61M | $1.25M | 91.67% |
William Jeffrey Draper Strategic Planning Group LLC | 91,668 | $18.31M | $19.38M | $1.07M | 5.84% |
Spencer Rand Five Oceans Advisors | 1,261 | $204,406.84 | $266,600.62 | $62,193.78 | 30.43% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 6,491 | $1.42M | $1.37M | -$45,631.73 | -3.22% |
Katie Smith Delos Wealth Advisors LLC | 191 | $41,723.95 | $40,025.96 | -$1,697.99 | -4.07% |
Adam J. Peck Riverwater Partners LLC | 5,077 | $834,099.92 | $1.06M | $229,836.2 | 27.55% |
Kimberly Cappellano Private Wealth Asset Management LLC | 216 | $61,130.28 | $46,213.2 | -$14,917.08 | -24.4% |
Sima Elimelech Activest Wealth Management | 50 | $11,386 | $10,571 | -$815 | -7.16% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 1,929 | $541,423.84 | $407,829.18 | -$133,594.66 | -24.67% |
| BFI BROGAN FINANCIAL Inc. BROGAN FINANCIAL Inc. | 1,120 | $277,369.01 | $233,934.4 | -$43,434.61 | -15.66% |
Brian Baylis Bell Investment Advisors Inc. | 260 | $47,766.82 | $55,985.8 | $8,218.98 | 17.21% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 3,373 | $747,376.7 | $713,119.66 | -$34,257.04 | -4.58% |
| KC Kasey Cook Maripau Wealth Management LLC | 2,478 | $600,441.96 | $530,168.1 | -$70,273.86 | -11.7% |