| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RR rosemary richard WCG Wealth Advisors LLC | 10,510 | $4.05M | $4.49M | $438,498.22 | 10.83% |
| YA Yinka Akinsola Blue Trust Inc. | 1,641 | $821,973.04 | $670,463.39 | -$151,509.65 | -18.43% |
| DG Dana Glandien Siemens Fonds Invest GmbH | 10,639 | $5.23M | $4.53M | -$695,749.61 | -13.3% |
Jeff Ameen Spire Wealth Management | 1,580 | $806,903.82 | $671,199.8 | -$135,704.02 | -16.82% |
Michelle Dubey Yousif Capital Management LLC | 44,256 | $19.56M | $18.8M | -$758,492.73 | -3.88% |
Eric Becker Guardian Wealth Advisors LLC | 2,000 | $817,898.61 | $846,440 | $28,541.39 | 3.49% |
Jason Kaplan Howard Capital Management Group LLC | 569 | $239,058.69 | $244,465.16 | $5,406.47 | 2.26% |
James Bennett Marathon Asset Management Ltd. | 63,800 | $28.49M | $27.03M | -$1.46M | -5.13% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 17,867 | $7.38M | $7.56M | $185,379.99 | 2.51% |
Kyle P. Smith NewEdge Wealth LLC | 2,443 | $1.28M | $1.04M | -$238,974.33 | -18.72% |
Jonathan Guyton Cornerstone Wealth Advisors Inc. | 955 | $392,659.15 | $410,306.2 | $17,647.05 | 4.49% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 3,162 | $1.25M | $1.35M | $100,214.82 | 7.99% |
Jessica Clark Caerus Investment Advisors LLC | 591 | $251,375.94 | $252,283.12 | $907.18 | 0.36% |
Matt Hunter Heartland Bank & Trust Co. | 789 | $388,487.91 | $337,703.83 | -$50,784.08 | -13.07% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 3,966 | $1.69M | $1.69M | -$1,705.38 | -0.1% |
Saleha Haji Laurus Global Equity Management Inc. | 26,165 | $5.01M | $11.02M | $6.01M | 119.87% |
Kasey Fegan Corsicana & Co. | 14 | $6,813.94 | $5,980.66 | -$833.28 | -12.23% |
| YL Yosef Levy Y.D. More Investments Ltd. | 195 | $97,194.39 | $83,052.45 | -$14,141.94 | -14.55% |
| TCL Therese C.D. Linden Bank of New Hampshire | 65 | $26,674.39 | $27,698.45 | $1,024.06 | 3.84% |
Joseph Castro Nuveen LLC | 1.69M | $860.98M | $692.33M | -$168.66M | -19.59% |