| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jason Kaplan Howard Capital Management Group LLC | 362,141 | $27.43M | $28.02M | $592,440.31 | 2.16% |
Kyle P. Smith NewEdge Wealth LLC | 155,452 | $12.34M | $12.04M | -$304,786.55 | -2.47% |
John Ledford FWG Holdings LLC | 11,011 | $870,773.67 | $852,361.51 | -$18,412.16 | -2.11% |
| EBA Eagle Bay Advisors LLC Eagle Bay Advisors LLC | 9,860 | $741,952.2 | $763,016.1 | $21,063.9 | 2.84% |
Carrie Delgott Wescott Financial Advisory Group LLC | 318,076 | $24.55M | $24.62M | $68,156.61 | 0.28% |
John Mezzasalma Mezzasalma Advisors LLC | 13,627 | $1.06M | $1.05M | -$9,129.81 | -0.86% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 140,816 | $11.17M | $10.9M | -$265,749.57 | -2.38% |
| YL Yosef Levy Y.D. More Investments Ltd. | 7,194 | $566,834.12 | $557,355.15 | -$9,478.97 | -1.67% |
| TCL Therese C.D. Linden Bank of New Hampshire | 8,141 | $636,314.61 | $630,561.15 | -$5,753.46 | -0.9% |
Bethany Wagner Level Financial Advisors | 200,313 | $15.72M | $15.51M | -$207,604.47 | -1.32% |
Beatriz Gutierrez Junco CV Advisors LLC | 5,102 | $398,007.02 | $394,945.82 | -$3,061.2 | -0.77% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 78,222 | $6.18M | $6.05M | -$126,994.18 | -2.05% |
Hannah Tackett Penobscot Wealth Management | 23,981 | $1.9M | $1.86M | -$38,729.3 | -2.04% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 29,362 | $2.31M | $2.27M | -$37,430.66 | -1.62% |
Katie Smith Delos Wealth Advisors LLC | 126 | $9,957.78 | $9,749.25 | -$208.53 | -2.09% |
Jarrett Topel Topel & Distasi Wealth Management LLC | 44,122 | $3.54M | $3.41M | -$130,111.81 | -3.67% |
Sima Elimelech Activest Wealth Management | 2,994 | $226,163.34 | $231,735.6 | $5,572.26 | 2.46% |
Christina Forster Pazienza Guardian Partners Inc. | 1,808 | $142,886 | $139,921.12 | -$2,964.88 | -2.07% |
Andrew J. Swenson ARS Wealth Advisors Group LLC | 151,833 | $11.87M | $11.75M | -$122,756.32 | -1.03% |
Robert Tutela Essex LLC | 227,561 | $17.33M | $17.61M | $281,853.36 | 1.63% |