| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AC Adam Claypool First Community Trust Na | 390 | $30,373.2 | $29,460.6 | -$912.6 | -3% |
| SBC Steven B. Crockett SOUTH PLAINS FINANCIAL Inc. | 1,720 | $132,749 | $129,894.4 | -$2,854.6 | -2.15% |
| LJB Laura J. Bornheimer GWN SECURITIES Inc. | 11,163 | $859,676.6 | $845,485.62 | -$14,190.98 | -1.65% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 74,796 | $6.03M | $5.65M | -$371,506.82 | -6.16% |
Austin Private Wealth Austin Private Wealth LLC | 6,868 | $496,625.08 | $518,808.72 | $22,183.64 | 4.47% |
Pacific Capital Wealth Advisors Pacific Capital Wealth Advisors Inc. | 175,507 | $13.29M | $13.26M | -$27,821.49 | -0.21% |
PAX Financial Group PAX Financial Group LLC | 3,727 | $275,571.7 | $282,282.98 | $6,711.28 | 2.44% |
| RR rosemary richard WCG Wealth Advisors LLC | 13,930 | $1.08M | $1.05M | -$31,760.4 | -2.93% |
| YA Yinka Akinsola Blue Trust Inc. | 371 | $28,677.95 | $28,025.34 | -$652.61 | -2.28% |
Jeff Ameen Spire Wealth Management | 49,666 | $3.77M | $3.75M | -$18,828.37 | -0.5% |
Kyle P. Smith NewEdge Wealth LLC | 3,215 | $250,837.6 | $243,407.65 | -$7,429.95 | -2.96% |
| EBA Eagle Bay Advisors LLC Eagle Bay Advisors LLC | 7,488 | $577,923.84 | $565,643.52 | -$12,280.32 | -2.12% |
Carrie Delgott Wescott Financial Advisory Group LLC | 390,234 | $29.77M | $29.48M | -$295,146.42 | -0.99% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 296,358 | $22.8M | $22.45M | -$352,413.63 | -1.55% |
| TCL Therese C.D. Linden Bank of New Hampshire | 7,271 | $622,029.75 | $549,251.34 | -$72,778.41 | -11.7% |
Bethany Wagner Level Financial Advisors | 41,898 | $3.22M | $3.16M | -$56,278.4 | -1.75% |
Joseph Castro Nuveen LLC | 18,192 | $1.4M | $1.37M | -$23,650.2 | -1.69% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 5,267 | $407,515.18 | $397,869.18 | -$9,646 | -2.37% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 27,151 | $2.07M | $2.05M | -$20,537.32 | -0.99% |
| KC Kasey Cook Maripau Wealth Management LLC | 5,403 | $404,344.74 | $407,386.2 | $3,041.46 | 0.75% |