| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kasey Fegan Corsicana & Co. | 6,421 | $903,492.75 | $733,823.98 | -$169,668.77 | -18.78% |
| YL Yosef Levy Y.D. More Investments Ltd. | 1,700 | $173,903.67 | $194,284.5 | $20,380.83 | 11.72% |
| TCL Therese C.D. Linden Bank of New Hampshire | 34,492 | $7.08M | $4.07M | -$3.01M | -42.57% |
Bethany Wagner Level Financial Advisors | 12,152 | $1.53M | $1.37M | -$159,920.32 | -10.44% |
Joseph Castro Nuveen LLC | 2.07M | $224.15M | $236.3M | $12.15M | 5.42% |
Beatriz Gutierrez Junco CV Advisors LLC | 2,225 | $220,697.75 | $253,972.62 | $33,274.87 | 15.08% |
| HP Hannah Perry Crestmont Private Wealth LLC | 3,348 | $329,376.24 | $382,626.18 | $53,249.94 | 16.17% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 5,993 | $703,084.61 | $676,849.42 | -$26,235.19 | -3.73% |
| SK Samira Kadam Cherry Creek Investment Advisors Inc. | 25,397 | $2.29M | $2.9M | $609,269.96 | 26.57% |
Kevin B. Crawford JB Capital LLC | 36,203 | $3.83M | $4.14M | $302,843.42 | 7.9% |
| RS Richard Slavik Newbridge Financial Services Group Inc. | 831 | $86,086.65 | $94,974.99 | $8,888.34 | 10.32% |
| BO Brian Oliveira Clear Street Group Inc. | 7,408 | $733,635.05 | $846,141.76 | $112,506.71 | 15.34% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 111 | $17,422.81 | $12,678.42 | -$4,744.39 | -27.23% |
Kurt Van Dyken Lifeworks Advisors LLC | 4,160 | $542,098.51 | $475,155.2 | -$66,943.31 | -12.35% |
Kimberly Cappellano Private Wealth Asset Management LLC | 3,902 | $429,181.14 | $445,686.44 | $16,505.3 | 3.85% |
| SE Sima Elimelech Activest Wealth Management | 832 | $82,683.04 | $93,966.08 | $11,283.04 | 13.65% |
Christina Forster Pazienza Guardian Partners Inc. | 2,126 | $210,877.94 | $242,969.91 | $32,091.97 | 15.22% |
Cheryl Smith DB Fitzpatrick & Co Inc. | 129 | $27,649.86 | $14,569.26 | -$13,080.6 | -47.31% |
Andrew J. Swenson ARS Wealth Advisors Group LLC | 54,246 | $8.21M | $6.13M | -$2.08M | -25.34% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 6,701 | $674,234.54 | $765,388.22 | $91,153.68 | 13.52% |