| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| YL Yosef Levy Y.D. More Investments Ltd. | 4,144 | $102,796.54 | $90,380.64 | -$12,415.9 | -12.08% |
| TCL Therese C.D. Linden Bank of New Hampshire | 8,935 | $199,714.18 | $194,872.35 | -$4,841.83 | -2.42% |
Joseph Castro Nuveen LLC | 29.03M | $823.2M | $633.16M | -$190.04M | -23.09% |
| WJD William Jeffrey Draper Strategic Planning Group LLC | 11,606 | $204,808.2 | $253,126.86 | $48,318.66 | 23.59% |
| SR Spencer Rand Five Oceans Advisors | 16,667 | $327,400.15 | $363,507.27 | $36,107.12 | 11.03% |
| SHT S. Hardy Taylor Heritage Investment Group Inc. | 8,108 | $235,050.92 | $176,835.48 | -$58,215.44 | -24.77% |
Kimberly Van Winkle Twelve Points Wealth Management LLC | 13,805 | $258,741.52 | $301,087.05 | $42,345.53 | 16.37% |
| MWA Motive Wealth Advisors Motive Wealth Advisors | 7,195 | $208,583.05 | $156,922.95 | -$51,660.1 | -24.77% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 71,517 | $1.6M | $1.56M | -$42,643.26 | -2.66% |
| SK Samira Kadam Cherry Creek Investment Advisors Inc. | 153,743 | $3.45M | $3.35M | -$100,004.33 | -2.9% |
Katie Smith Delos Wealth Advisors LLC | 430 | $10,681.2 | $9,378.3 | -$1,302.9 | -12.2% |
Kevin B. Crawford JB Capital LLC | 32,916 | $695,713.47 | $717,897.96 | $22,184.49 | 3.19% |
| RS Richard Slavik Newbridge Financial Services Group Inc. | 37,802 | $1.08M | $824,461.62 | -$259,616.26 | -23.95% |
Jeffrey Dominguez Dominguez Wealth Management Solutions Inc. | 62,896 | $1.17M | $1.37M | $204,303.51 | 17.5% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 5,753 | $99,629.73 | $125,472.93 | $25,843.2 | 25.94% |
Kurt Van Dyken Lifeworks Advisors LLC | 15,809 | $399,053.36 | $344,794.29 | -$54,259.07 | -13.6% |
Kimberly Cappellano Private Wealth Asset Management LLC | 30,856 | $872,607.34 | $672,969.36 | -$199,637.98 | -22.88% |
| SE Sima Elimelech Activest Wealth Management | 311 | $6,437.7 | $6,782.91 | $345.21 | 5.36% |
| EW Eddie Wilcox Rollins Financial Advisors LLC | 32,633 | $819,750.66 | $711,725.73 | -$108,024.93 | -13.18% |
Christina Forster Pazienza Guardian Partners Inc. | 7,841 | $173,913.45 | $171,012.21 | -$2,901.24 | -1.67% |