| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeffery Yorg Focus Partners Advisor Solutions LLC | 63,079 | $18.65M | $18.49M | -$167,606.42 | -0.9% |
Kasey Fegan Corsicana & Co. | 5,219 | $1.38M | $1.47M | $92,375.45 | 6.71% |
| TCL Therese C.D. Linden Bank of New Hampshire | 6,515 | $1.72M | $1.83M | $113,069.12 | 6.57% |
Joseph Castro Nuveen LLC | 1.51M | $556.35M | $440.43M | -$115.92M | -20.84% |
| MPM Mark P. Mennitt CenterBook Partners LP | 840 | $264,465.6 | $243,612.6 | -$20,853 | -7.88% |
Suzanne Cross JTC Employer Solutions Trustee Ltd | 680 | $176,616.4 | $191,501.6 | $14,885.2 | 8.43% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 2,587 | $861,285.78 | $728,550.94 | -$132,734.84 | -15.41% |
Katie Smith Delos Wealth Advisors LLC | 6 | $2,373.78 | $1,689.72 | -$684.06 | -28.82% |
Richard Slavik Newbridge Financial Services Group Inc. | 37 | $14,638.31 | $10,821.02 | -$3,817.29 | -26.08% |
Kurt Van Dyken Lifeworks Advisors LLC | 909 | $286,189.56 | $255,992.58 | -$30,196.98 | -10.55% |
| EJL Emery J. Levick US Asset Management LLC | 1,865 | $492,162.15 | $546,183.9 | $54,021.75 | 10.98% |
Kimberly Cappellano Private Wealth Asset Management LLC | 1,893 | $704,741.32 | $549,178.23 | -$155,563.09 | -22.07% |
Sima Elimelech Activest Wealth Management | 23 | $7,557.57 | $6,715.77 | -$841.8 | -11.14% |
Christina Forster Pazienza Guardian Partners Inc. | 40 | $12,594 | $11,264.8 | -$1,329.2 | -10.55% |
Cheryl Smith DB Fitzpatrick & Co Inc. | 6,007 | $1.88M | $1.76M | -$117,658.52 | -6.25% |
Andrew J. Swenson ARS Wealth Advisors Group LLC | 775 | $200,580.89 | $218,976.24 | $18,395.35 | 9.17% |
Brian G. Wade Ardent Capital Management Inc. | 35,359 | $9.91M | $10.27M | $358,898.81 | 3.62% |
Brian Baylis Bell Investment Advisors Inc. | 618 | $165,329.18 | $181,216.14 | $15,886.96 | 9.61% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 3,719 | $1.36M | $1.08M | -$277,895.07 | -20.47% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 16,358 | $4.52M | $4.8M | $278,324.18 | 6.16% |