| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Cole Holmlund Alaethes Wealth LLC | 9,001 | $2.46M | $1.94M | -$517,747.21 | -21.06% |
| SMM Stephen Michael Mangold Tectonic Advisors LLC | 17,125 | $2.68M | $3.7M | $1.02M | 37.87% |
James Bennett Marathon Asset Management Ltd. | 138,988 | $17.48M | $29.96M | $12.48M | 71.42% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 1,757 | $383,816.65 | $379,933.68 | -$3,882.97 | -1.01% |
Kyle P. Smith NewEdge Wealth LLC | 43,156 | $9.68M | $9.35M | -$330,257.77 | -3.41% |
John Mezzasalma Mezzasalma Advisors LLC | 1,320 | $335,691.63 | $287,496 | -$48,195.63 | -14.36% |
Matt Hunter Heartland Bank & Trust Co. | 3,372 | $501,003.29 | $734,337.27 | $233,333.98 | 46.57% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 4,971 | $1.16M | $1.08M | -$85,414.07 | -7.36% |
| YL Yosef Levy Y.D. More Investments Ltd. | 376 | $102,810.61 | $81,016.72 | -$21,793.89 | -21.2% |
| TCL Therese C.D. Linden Bank of New Hampshire | 345 | $52,516.65 | $74,287.12 | $21,770.47 | 41.45% |
Joseph Castro Nuveen LLC | 2.33M | $658.95M | $497.02M | -$161.94M | -24.58% |
Beatriz Gutierrez Junco CV Advisors LLC | 7,800 | $1.7M | $1.68M | -$20,592 | -1.21% |
James D. King Lindenwold Advisors Inc. | 12,329 | $1.36M | $2.64M | $1.28M | 93.79% |
William Jeffrey Draper Strategic Planning Group LLC | 91,668 | $18.31M | $19.76M | $1.45M | 7.92% |
Spencer Rand Five Oceans Advisors | 1,261 | $204,406.84 | $274,664.71 | $70,257.87 | 34.37% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 6,491 | $1.42M | $1.4M | -$19,310.73 | -1.36% |
Katie Smith Delos Wealth Advisors LLC | 191 | $41,723.95 | $41,234.03 | -$489.92 | -1.17% |
Richard Slavik Newbridge Financial Services Group Inc. | 1 | $207.31 | $213.46 | $6.15 | 2.97% |
Adam J. Peck Riverwater Partners LLC | 5,077 | $834,099.92 | $1.1M | $270,553.74 | 32.44% |
Kimberly Cappellano Private Wealth Asset Management LLC | 216 | $61,130.28 | $46,839.6 | -$14,290.68 | -23.38% |