| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kyle P. Smith NewEdge Wealth LLC | 2,572 | $281,453.96 | $271,101.66 | -$10,352.3 | -3.68% |
Mack, Connie Clarity Financial LLC | 5,288 | $574,068.82 | $557,408.08 | -$16,660.74 | -2.9% |
John Mezzasalma Mezzasalma Advisors LLC | 4,659 | $511,765.45 | $491,710.86 | -$20,054.59 | -3.92% |
Matthew Fong Seldon Capita LLP | 8,515 | $1.1M | $897,268.12 | -$202,869.88 | -18.44% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 9,308 | $1.03M | $980,737.42 | -$46,698.59 | -4.55% |
| YL Yosef Levy Y.D. More Investments Ltd. | 610 | $66,030.47 | $64,312.3 | -$1,718.17 | -2.6% |
Joseph Castro Nuveen LLC | 2,707 | $296,194 | $283,747.74 | -$12,446.26 | -4.2% |
| JNM Jay Nelsen Myers Treynor Bancshares Inc. | 14,175 | $1.58M | $1.49M | -$83,962.12 | -5.33% |
Katie Smith Delos Wealth Advisors LLC | 20 | $2,188.6 | $2,106.8 | -$81.8 | -3.74% |
Richard Slavik Newbridge Financial Services Group Inc. | 4,126 | $430,789.02 | $432,487.32 | $1,698.3 | 0.39% |
Kimberly Cappellano Private Wealth Asset Management LLC | 140 | $15,320 | $14,740.6 | -$579.4 | -3.78% |
Sima Elimelech Activest Wealth Management | 6,562 | $718,079.66 | $687,828.84 | -$30,250.82 | -4.21% |
Christina Forster Pazienza Guardian Partners Inc. | 3,300 | $360,327.51 | $347,770.5 | -$12,557.01 | -3.48% |
| WB William Bromley Innova Wealth Partners | 2,102 | $231,843.73 | $221,708.45 | -$10,135.28 | -4.37% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 9,686 | $1.07M | $1.02M | -$47,805.88 | -4.48% |
Chad Kelley Alliance Wealth Advisors LLC /UT | 1,983 | $220,291.47 | $209,236.24 | -$11,055.23 | -5.02% |
| DC Donie Carlson DMC Group LLC | 3,735 | $407,609.85 | $393,706.35 | -$13,903.5 | -3.41% |
Andrew J. Whalen Whalen Wealth Management Inc. | 21,119 | $2.3M | $2.23M | -$69,490.34 | -3.02% |
David Spratt Badgley Phelps Wealth Managers LLC | 2,104 | $226,959.59 | $221,656.4 | -$5,303.19 | -2.34% |
Nathan C. Goodman Family Investment Center Inc. | 2,238 | $238,549.81 | $235,616.64 | -$2,933.17 | -1.23% |