| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| YA Yinka Akinsola Blue Trust Inc. | 659 | $13,423.83 | $13,463.37 | $39.54 | 0.29% |
Jeff Ameen Spire Wealth Management | 126,560 | $2.65M | $2.59M | -$56,247.81 | -2.13% |
Donna Rittershausen Koss-Olinger Consulting LLC | 1.64M | $33.43M | $33.57M | $139,434.52 | 0.42% |
| EBA Eagle Bay Advisors LLC Eagle Bay Advisors LLC | 25,997 | $544,509.73 | $532,415.96 | -$12,093.77 | -2.22% |
Dipen Mehta Invst LLC | 51,573 | $1.08M | $1.05M | -$21,175.55 | -1.97% |
Joseph Castro Nuveen LLC | 9,690 | $203,490 | $197,966.7 | -$5,523.3 | -2.71% |
Richard Slavik Newbridge Financial Services Group Inc. | 1,740 | $36,741.32 | $35,548.2 | -$1,193.12 | -3.25% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 3,999 | $83,202.3 | $81,719.56 | -$1,482.74 | -1.78% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 29,508 | $608,588.82 | $604,028.76 | -$4,560.06 | -0.75% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 6,997 | $146,390.81 | $142,948.71 | -$3,442.1 | -2.35% |
Candace Cavalier Congress Wealth Management LLC / DE / | 282,677 | $6.15M | $5.78M | -$369,215.34 | -6% |
Seth Scher Matrix Private Capital Group LLC | 169,332 | $3.46M | $3.47M | $11,020.82 | 0.32% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 10,285 | $216,704.95 | $210,276.82 | -$6,428.13 | -2.97% |
Nabeed Zaman Eagle Strategies LLC | 19,752 | $414,502.67 | $404,422.2 | -$10,080.47 | -2.43% |
Loyd Stegent Stegent Equity Advisors Inc. | 19,402 | $396,382.86 | $397,065.81 | $682.95 | 0.17% |
Penny A. Phillips Journey Strategic Wealth LLC | 9,925 | $202,569.25 | $202,817.37 | $248.12 | 0.12% |
Caroline Jankowski Operose Advisors LLC | 29,085 | $611,754.29 | $594,351.97 | -$17,402.32 | -2.84% |
Russell Mohberg Regatta Capital Group LLC | 171,086 | $3.56M | $3.5M | -$60,165.44 | -1.69% |
| LWL Leo Wealth LLC Leo Wealth LLC | 32,884 | $682,176.14 | $671,984.54 | -$10,191.6 | -1.49% |
| EM Erin Mccann Simplicity Wealth LLC | 218,080 | $4.56M | $4.46M | -$101,481.88 | -2.22% |