| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Carrie Delgott Wescott Financial Advisory Group LLC | 2,500 | $466,453.45 | $369,025 | -$97,428.45 | -20.89% |
Ben Rothwell Keystone Financial Services | 1,847 | $276,999.06 | $296,240.33 | $19,241.27 | 6.95% |
Shad Lamm Keystone Wealth Services LLC | 2,234 | $380,867.28 | $363,404.78 | -$17,462.5 | -4.58% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 9,979 | $1.62M | $1.6M | -$21,424.22 | -1.32% |
Jerry Jiang Maytree Asset Management Ltd. | 3,480 | $643,069.17 | $566,091.6 | -$76,977.57 | -11.97% |
Kasey Fegan Corsicana & Co. | 4,766 | $687,308.45 | $703,509.26 | $16,200.81 | 2.36% |
| YL Yosef Levy Y.D. More Investments Ltd. | 690 | $113,474.05 | $112,242.3 | -$1,231.75 | -1.09% |
| TCL Therese C.D. Linden Bank of New Hampshire | 4,045 | $589,231.49 | $597,082.45 | $7,850.96 | 1.33% |
Joseph Castro Nuveen LLC | 3.23M | $483.02M | $476.7M | -$6.32M | -1.31% |
| MJB Michael John Blaszczyk SRN Advisors LLC | 8,084 | $1.34M | $1.19M | -$145,995.92 | -10.9% |
| HP Hannah Perry Crestmont Private Wealth LLC | 6,940 | $1.22M | $1.16M | -$52,368.43 | -4.3% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 1,254 | $231,650 | $185,102.94 | -$46,547.06 | -20.09% |
Suzanne Cross JTC Employer Solutions Trustee Ltd | 3,000 | $333,180 | $442,830 | $109,650 | 32.91% |
Spencer Rand Five Oceans Advisors | 1,827 | $241,171.92 | $269,683.47 | $28,511.55 | 11.82% |
Kimberly Van Winkle Twelve Points Wealth Management LLC | 8,869 | $1.16M | $1.49M | $326,670.74 | 28.11% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 8,451 | $1.44M | $1.25M | -$195,477.17 | -13.55% |
Justin Ericksen Blue Barn Wealth LLC | 1,501 | $249,014.29 | $221,562.61 | -$27,451.68 | -11.02% |
Kevin B. Crawford JB Capital LLC | 165,718 | $25.9M | $24.46M | -$1.44M | -5.55% |
Richard Slavik Newbridge Financial Services Group Inc. | 2,549 | $387,830.43 | $376,257.89 | -$11,572.54 | -2.98% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 225 | $38,377.77 | $33,212.25 | -$5,165.52 | -13.46% |