| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jessica Clark Caerus Investment Advisors LLC | 5,482 | $2.36M | $1.88M | -$483,579.3 | -20.49% |
| EBA Eagle Bay Advisors LLC Eagle Bay Advisors LLC | 24,805 | $6.45M | $7.72M | $1.27M | 19.73% |
| CAL CSM Advisors LLC CSM Advisors LLC | 89,311 | $34.19M | $30.57M | -$3.62M | -10.59% |
Erica Nortman Capitol Family Office Inc. | 265 | $68,677.4 | $82,470.65 | $13,793.25 | 20.08% |
Carrie Delgott Wescott Financial Advisory Group LLC | 2,305 | $733,688.41 | $717,339.03 | -$16,349.38 | -2.23% |
John Mezzasalma Mezzasalma Advisors LLC | 66,526 | $15.9M | $22.01M | $6.11M | 38.42% |
Matt Hunter Heartland Bank & Trust Co. | 7,715 | $1.76M | $2.53M | $763,073.3 | 43.27% |
Shad Lamm Keystone Wealth Services LLC | 6,942 | $2M | $2.23M | $229,714.13 | 11.47% |
Dipen Mehta Invst LLC | 4,008 | $1.05M | $1.37M | $321,056.82 | 30.55% |
Shawn M. McHugh WealthTrust Asset Management LLC | 3,024 | $1.12M | $941,099.01 | -$183,072.99 | -16.29% |
Jason E. Archambault SK Wealth Management LLC | 1,522 | $399,939.96 | $498,470.24 | $98,530.28 | 24.64% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 67,442 | $21.89M | $21.55M | -$335,289.44 | -1.53% |
| CPS Chow Pak Sun Gordian Capital Singapore Pte Ltd. | 11 | $4,089.25 | $3,602.61 | -$486.64 | -11.9% |
Kasey Fegan Corsicana & Co. | 189 | $82,484.28 | $58,818.69 | -$23,665.59 | -28.69% |
| YL Yosef Levy Y.D. More Investments Ltd. | 6,458 | $1.27M | $2.08M | $803,658.54 | 63.14% |
| TCL Therese C.D. Linden Bank of New Hampshire | 606 | $196,266.54 | $188,593.25 | -$7,673.29 | -3.91% |
Bethany Wagner Level Financial Advisors | 642 | $206,750.4 | $199,796.81 | -$6,953.59 | -3.36% |
Joseph Castro Nuveen LLC | 15.96M | $4.63B | $5.31B | $682.98M | 14.75% |
Beatriz Gutierrez Junco CV Advisors LLC | 4,707 | $1.75M | $1.46M | -$289,158.45 | -16.49% |
| HP Hannah Perry Crestmont Private Wealth LLC | 737 | $234,115.42 | $242,163.45 | $8,048.03 | 3.44% |