| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PP Philip Perry FLAGSTAR ADVISORS Inc. | 10,951 | $1.21M | $1.18M | -$36,127.22 | -2.97% |
| TG Tatiana Grecco Itau Unibanco Holding S.A. | 8,180 | $899,422.79 | $875,178.2 | -$24,244.59 | -2.7% |
| MC Matt Coyne DAVIDSON TRUST Co. | 2,510 | $274,669 | $270,151.3 | -$4,517.7 | -1.64% |
| BRM Bruce R. Mohr Buffington Mohr McNeal | 1,920 | $202,000 | $207,187.2 | $5,187.2 | 2.57% |
Steven Scruggs FPA Queens Road Small Cap Value Fund | 34,190 | $3.72M | $3.66M | -$61,063.92 | -1.64% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 177,505 | $21.1M | $18.99M | -$2.11M | -9.99% |
| TJQ Thomas J. Queeney Piscataqua Savings Bank | 184 | $20,464.48 | $19,803.92 | -$660.56 | -3.23% |
| YA Yinka Akinsola Blue Trust Inc. | 1,086 | $120,417.71 | $116,886.18 | -$3,531.53 | -2.93% |
Jeff Ameen Spire Wealth Management | 3,847 | $404,767.54 | $414,052.61 | $9,285.07 | 2.29% |
Daren Blonski Fermata Advisors LLC | 45,259 | $4.9M | $4.87M | -$25,846.62 | -0.53% |
Melissa Tiscareno Bradley & Co. Private Wealth Management LLC | 5 | $549.55 | $535.45 | -$14.1 | -2.57% |
Kyle P. Smith NewEdge Wealth LLC | 2,572 | $281,453.96 | $275,435.47 | -$6,018.49 | -2.14% |
Mack, Connie Clarity Financial LLC | 5,288 | $574,068.82 | $569,147.44 | -$4,921.38 | -0.86% |
John Mezzasalma Mezzasalma Advisors LLC | 4,607 | $506,355.37 | $493,363.61 | -$12,991.76 | -2.57% |
Matthew Fong Seldon Capita LLP | 8,515 | $1.1M | $911,019.85 | -$189,118.15 | -17.19% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 9,308 | $1.03M | $1M | -$25,615.97 | -2.49% |
| YL Yosef Levy Y.D. More Investments Ltd. | 610 | $66,030.47 | $65,654.3 | -$376.17 | -0.57% |
Joseph Castro Nuveen LLC | 2,707 | $296,194 | $289,270.02 | -$6,923.98 | -2.34% |
| JNM Jay Nelsen Myers Treynor Bancshares Inc. | 14,175 | $1.58M | $1.53M | -$50,721.74 | -3.22% |
Katie Smith Delos Wealth Advisors LLC | 20 | $2,188.6 | $2,139.8 | -$48.8 | -2.23% |