| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RWP Ridgecrest Wealth Partners LLC Ridgecrest Wealth Partners LLC | 4,664 | $1.65M | $2.09M | $442,193.79 | 26.87% |
| JB James Bennett Marathon Asset Management Ltd. | 78,290 | $35.33M | $35.05M | -$281,678.92 | -0.8% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 16,346 | $6.78M | $7.3M | $526,418.95 | 7.77% |
Kyle P. Smith NewEdge Wealth LLC | 2,735 | $1.43M | $1.22M | -$207,203.68 | -14.5% |
Mack, Connie Clarity Financial LLC | 486 | $206,715 | $217,242 | $10,527 | 5.09% |
Jonathan Guyton Cornerstone Wealth Advisors Inc. | 955 | $392,659.15 | $426,885 | $34,225.85 | 8.72% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 893 | $379,828.62 | $399,171 | $19,342.38 | 5.09% |
Jessica Clark Caerus Investment Advisors LLC | 709 | $301,566.06 | $316,923 | $15,356.94 | 5.09% |
| GAG Goodman Advisory Group LLC Goodman Advisory Group LLC | 814 | $366,922.61 | $363,858 | -$3,064.61 | -0.84% |
John Mezzasalma Mezzasalma Advisors LLC | 502 | $257,391.29 | $224,394 | -$32,997.29 | -12.82% |
Matt Hunter Heartland Bank & Trust Co. | 688 | $349,572.81 | $307,536 | -$42,036.81 | -12.03% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 7,576 | $3.32M | $3.38M | $60,813.05 | 1.83% |
| SH Saleha Haji Laurus Global Equity Management Inc. | 26,165 | $5.01M | $11.7M | $6.68M | 133.29% |
Kasey Fegan Corsicana & Co. | 14 | $6,813.94 | $6,247.36 | -$566.58 | -8.32% |
| YL Yosef Levy Y.D. More Investments Ltd. | 195 | $97,194.39 | $87,016.8 | -$10,177.59 | -10.47% |
| TCL Therese C.D. Linden Bank of New Hampshire | 65 | $26,674.39 | $29,240.25 | $2,565.86 | 9.62% |
Joseph Castro Nuveen LLC | 1.83M | $928.09M | $814.33M | -$113.76M | -12.26% |
| MJB Michael John Blaszczyk SRN Advisors LLC | 418 | $208,176.5 | $186,394.56 | -$21,781.94 | -10.46% |
| MPM Mark P. Mennitt CenterBook Partners LP | 518 | $252,115.77 | $231,152.32 | -$20,963.45 | -8.32% |
| HP Hannah Perry Crestmont Private Wealth LLC | 2,137 | $888,501.48 | $953,614.88 | $65,113.4 | 7.33% |