| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Daren Blonski Fermata Advisors LLC | 11,748 | $332,454.81 | $277,663.98 | -$54,790.83 | -16.48% |
| SMM Stephen Michael Mangold Tectonic Advisors LLC | 611,913 | $12.51M | $14.46M | $1.96M | 15.64% |
Jason Kaplan Howard Capital Management Group LLC | 19,610 | $313,492.32 | $459,462.3 | $145,969.98 | 46.56% |
| RWP Ridgecrest Wealth Partners LLC Ridgecrest Wealth Partners LLC | 17,409 | $396,566.11 | $407,370.6 | $10,804.49 | 2.72% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 18,635 | $498,865.4 | $439,786 | -$59,079.4 | -11.84% |
Melissa Tiscareno Bradley & Co. Private Wealth Management LLC | 37 | $555.74 | $881.52 | $325.78 | 58.62% |
Kyle P. Smith NewEdge Wealth LLC | 99,912 | $2.51M | $2.35M | -$163,829.7 | -6.51% |
| CAL CSM Advisors LLC CSM Advisors LLC | 52,860 | $1.08M | $1.25M | $165,014 | 15.25% |
Erica Nortman Capitol Family Office Inc. | 1,913 | $54,099.64 | $45,338.1 | -$8,761.54 | -16.2% |
Matt Hunter Heartland Bank & Trust Co. | 37,737 | $939,188.52 | $898,895.34 | -$40,293.18 | -4.29% |
Shawn M. McHugh WealthTrust Asset Management LLC | 11,108 | $321,788.8 | $259,816.12 | -$61,972.68 | -19.26% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 128,979 | $3.09M | $3.03M | -$54,912.3 | -1.78% |
Kasey Fegan Corsicana & Co. | 3,578 | $77,571.89 | $84,566.03 | $6,994.14 | 9.02% |
| YL Yosef Levy Y.D. More Investments Ltd. | 4,297 | $105,963.64 | $101,280.29 | -$4,683.35 | -4.42% |
| TCL Therese C.D. Linden Bank of New Hampshire | 9,075 | $203,130.18 | $213,852.37 | $10,722.19 | 5.28% |
Joseph Castro Nuveen LLC | 29.4M | $830.83M | $677.65M | -$153.17M | -18.44% |
William Jeffrey Draper Strategic Planning Group LLC | 11,606 | $204,808.2 | $272,857.06 | $68,048.86 | 33.23% |
Spencer Rand Five Oceans Advisors | 16,667 | $327,400.15 | $396,674.6 | $69,274.45 | 21.16% |
Kimberly Van Winkle Twelve Points Wealth Management LLC | 16,597 | $316,535.92 | $395,340.54 | $78,804.62 | 24.9% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 71,517 | $1.6M | $1.69M | $86,087.34 | 5.37% |