| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kyle P. Smith NewEdge Wealth LLC | 4,646 | $920,558.44 | $836,280 | -$84,278.44 | -9.16% |
John Mezzasalma Mezzasalma Advisors LLC | 1,173 | $201,010.59 | $212,371.65 | $11,361.06 | 5.65% |
Dipen Mehta Invst LLC | 1,240 | $215,846.09 | $223,634.01 | $7,787.92 | 3.61% |
Daniel Cesta Pinnacle Wealth Management Group Inc. | 17,061 | $2.97M | $3.08M | $105,180.48 | 3.54% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 2,236 | $404,150.88 | $403,430.3 | -$720.58 | -0.18% |
| TCL Therese C.D. Linden Bank of New Hampshire | 90 | $13,312.8 | $16,231.5 | $2,918.7 | 21.92% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 1,128 | $220,783.44 | $203,434.81 | -$17,348.63 | -7.86% |
Richard Slavik Newbridge Financial Services Group Inc. | 64 | $12,122.24 | $11,542.4 | -$579.84 | -4.78% |
| RWA Roberts Wealth Advisors LLC Roberts Wealth Advisors LLC | 2,149 | $358,598.1 | $389,076.46 | $30,478.36 | 8.5% |
Andrew Endelman Independent Wealth Network Inc. | 1,026 | $200,818.98 | $185,039.11 | -$15,779.87 | -7.86% |
Nathan C. Goodman Family Investment Center Inc. | 1,024 | $202,906.75 | $184,417.28 | -$18,489.47 | -9.11% |
Bradley W. Clark Paladin Advisory Group LLC | 395 | $71,884.65 | $71,514.75 | -$369.9 | -0.51% |
Olalekan F. Adeduji Washington Trust Advisors Inc. | 1,989 | $352,139.88 | $357,840.99 | $5,701.11 | 1.62% |
Nancy Kay Cross Staff Investments Inc. | 2,641 | $412,482.3 | $476,304.35 | $63,822.05 | 15.47% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 168,766 | $31.81M | $30.39M | -$1.41M | -4.44% |
Kathleen Halliwell DMKC Advisory Services LLC | 22,180 | $3.79M | $3.99M | $204,290.51 | 5.39% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 13,305 | $2.15M | $2.4M | $245,102.28 | 11.38% |
Dominic Corabi Wedmont Private Capital | 1,604 | $291,882.19 | $289,201.2 | -$2,680.99 | -0.92% |
Candace Cavalier Congress Wealth Management LLC / DE / | 52,667 | $9.01M | $9.49M | $476,456.72 | 5.29% |
cullen roche Orcam Financial Group | 1,376 | $269,324.48 | $247,790.08 | -$21,534.4 | -8% |