| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Vectors Research Management Vectors Research Management LLC | 2,266 | $207,656 | $207,452.3 | -$203.7 | -0.1% |
SkyOak Wealth SkyOak Wealth LLC | 17,222 | $1.58M | $1.58M | -$3,172.12 | -0.2% |
Adams Wealth Management Adams Wealth Management | 18,560 | $1.7M | $1.7M | -$3,340.8 | -0.2% |
Pacific Capital Wealth Advisors Pacific Capital Wealth Advisors Inc. | 156,775 | $14.38M | $14.35M | -$34,709.77 | -0.24% |
Daniel Russell Naviter Wealth LLC | 22,191 | $2.03M | $2.03M | -$12.78 | - |
| RR rosemary richard WCG Wealth Advisors LLC | 308,669 | $28.25M | $28.26M | $15,289.29 | 0.05% |
| YA Yinka Akinsola Blue Trust Inc. | 10,206 | $935,125.58 | $934,053.12 | -$1,072.46 | -0.11% |
Jeff Ameen Spire Wealth Management | 72,043 | $6.59M | $6.59M | $1,346.35 | 0.02% |
| AL Acas LLC Acas LLC | 20,467 | $1.87M | $1.87M | $1,117.66 | 0.06% |
| SMM Stephen Michael Mangold Tectonic Advisors LLC | 361,403 | $33.16M | $33.09M | -$65,505.32 | -0.2% |
Rajesh Chelapurath Ceera Investments LLC | 2,785 | $255,326.63 | $254,911.05 | -$415.58 | -0.16% |
Jennifer Easley Gitterman Wealth Management LLC | 424,957 | $39M | $38.91M | -$91,651.43 | -0.23% |
Kyle P. Smith NewEdge Wealth LLC | 126,591 | $11.6M | $11.59M | -$14,496.87 | -0.12% |
John Ledford FWG Holdings LLC | 33,695 | $3.09M | $3.09M | -$2,695.6 | -0.09% |
Mack, Connie Clarity Financial LLC | 42,579 | $3.91M | $3.9M | -$6,475.8 | -0.17% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 1,631 | $149,464.84 | $149,334.36 | -$130.48 | -0.09% |
Dipen Mehta Invst LLC | 4,375 | $401,319.33 | $400,575 | -$744.33 | -0.19% |
Shawn M. McHugh WealthTrust Asset Management LLC | 67,463 | $6.17M | $6.17M | $272.87 | - |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 2,802 | $256,775.28 | $256,481.07 | -$294.21 | -0.11% |
Ryan Sanford Elevation Capital Advisory LLC | 118,285 | $10.84M | $10.83M | -$12,266.15 | -0.11% |