| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DG Dana Glandien Siemens Fonds Invest GmbH | 14,332 | $4.43M | $4.53M | $104,861.29 | 2.37% |
Jeff Ameen Spire Wealth Management | 250 | $90,524.9 | $77,767.5 | -$12,757.4 | -14.09% |
| DW Drew Waldron Canvas Wealth Advisors LLC | 1,835 | $457,062.13 | $578,887.45 | $121,825.32 | 26.65% |
| MD Michelle Dubey Yousif Capital Management LLC | 48,563 | $13.1M | $16.08M | $2.99M | 22.81% |
Cole Holmlund Alaethes Wealth LLC | 4,867 | $1.68M | $1.54M | -$140,906.3 | -8.39% |
| SMM Stephen Michael Mangold Tectonic Advisors LLC | 2,430 | $696,203.31 | $755,900.12 | $59,696.81 | 8.57% |
| RC Rajesh Chelapurath Ceera Investments LLC | 795 | $287,201.7 | $251,196.15 | -$36,005.55 | -12.54% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 12,844 | $4.44M | $4.06M | -$373,261.3 | -8.41% |
Kyle P. Smith NewEdge Wealth LLC | 8,307 | $2.99M | $2.63M | -$363,391.76 | -12.15% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 1,179 | $387,407.61 | $372,917.7 | -$14,489.91 | -3.74% |
| DB Derek Batts Union Heritage Capital LLC | 13,000 | $3.17M | $4.11M | $945,359.94 | 29.85% |
Jessica Clark Caerus Investment Advisors LLC | 748 | $245,785.32 | $236,592.4 | -$9,192.92 | -3.74% |
| CAL CSM Advisors LLC CSM Advisors LLC | 8,682 | $3.11M | $2.75M | -$361,521.78 | -11.63% |
| GAG Goodman Advisory Group LLC Goodman Advisory Group LLC | 85 | $31,641.25 | $26,885.5 | -$4,755.75 | -15.03% |
Matt Hunter Heartland Bank & Trust Co. | 4,489 | $1.43M | $1.42M | -$12,008.49 | -0.84% |
| DM Dipen Mehta Invst LLC | 1,953 | $545,231.21 | $617,392.12 | $72,160.91 | 13.23% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 72,029 | $21.21M | $22.77M | $1.56M | 7.37% |
Kasey Fegan Corsicana & Co. | 4,848 | $1.26M | $1.53M | $271,980.31 | 21.58% |
| TCL Therese C.D. Linden Bank of New Hampshire | 15,034 | $3.93M | $4.8M | $869,338.48 | 22.1% |
Joseph Castro Nuveen LLC | 1.64M | $605.68M | $517.03M | -$88.65M | -14.64% |