| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TCL Therese C.D. Linden Bank of New Hampshire | 34 | $77,306.82 | $47,713.56 | -$29,593.26 | -38.28% |
Joseph Castro Nuveen LLC | 848,714 | $966.88M | $1.18B | $210.07M | 21.73% |
Beatriz Gutierrez Junco CV Advisors LLC | 147 | $334,238.31 | $206,290.98 | -$127,947.33 | -38.28% |
Maree Sgro BG Investment Services Inc. | 101 | $229,646.73 | $137,268.59 | -$92,378.14 | -40.23% |
Spencer Rand Five Oceans Advisors | 272 | $618,454.55 | $381,708.47 | -$236,746.08 | -38.28% |
| MWA Motive Wealth Advisors Motive Wealth Advisors | 159 | $361,523.07 | $215,665.21 | -$145,857.86 | -40.35% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 627 | $1.43M | $879,894.16 | -$545,734.54 | -38.28% |
| RS Richard Sproll Tejara Capital Ltd. | 950 | $2.16M | $1.28M | -$884,403.57 | -40.94% |
Richard Slavik Newbridge Financial Services Group Inc. | 1,528 | $3.42M | $2.06M | -$1.36M | -39.78% |
| BO Brian Oliveira Clear Street Group Inc. | 2.98M | $4.78B | $4.11B | -$668.07M | -13.98% |
Kurt Van Dyken Lifeworks Advisors LLC | 412 | $936,776.75 | $578,176.07 | -$358,600.68 | -38.28% |
Kimberly Cappellano Private Wealth Asset Management LLC | 146 | $6,951.55 | $199,436 | $192,484.45 | 2,768.94% |
Sima Elimelech Activest Wealth Management | 131 | $83,229.54 | $180,918.86 | $97,689.32 | 117.37% |
Eddie Wilcox Rollins Financial Advisors LLC | 391 | $889,028 | $579,591.01 | -$309,436.99 | -34.81% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 323 | $734,415 | $453,278.81 | -$281,136.19 | -38.28% |
| BFI BROGAN FINANCIAL Inc. BROGAN FINANCIAL Inc. | 117 | $266,026 | $157,529.35 | -$108,496.65 | -40.78% |
Brian Baylis Bell Investment Advisors Inc. | 156 | $14,071.08 | $217,593.48 | $203,522.4 | 1,446.39% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 5,614 | $11.3M | $7.64M | -$3.65M | -32.35% |
| JSD Jeffrey S. Dabbs Kercheville Advisors LLC | 490 | $1.11M | $668,933.3 | -$445,194.39 | -39.96% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 59,400 | $37.74M | $80.36M | $42.62M | 112.93% |