| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Winthrop Advisory Group Winthrop Advisory Group LLC | 3,036 | $222,872.76 | $221,202.96 | -$1,669.8 | -0.75% |
Vectors Research Management Vectors Research Management LLC | 104,266 | $7.51M | $7.6M | $88,993.58 | 1.19% |
Schwarz Dygos Wheeler Investment Schwarz Dygos Wheeler Investment Advisors LLC | 5,670 | $467,907.06 | $413,116.2 | -$54,790.86 | -11.71% |
Pacific Capital Wealth Advisors Pacific Capital Wealth Advisors Inc. | 1.2M | $87.65M | $87.61M | -$38,948.85 | -0.04% |
PAX Financial Group PAX Financial Group LLC | 27,551 | $1.96M | $2.01M | $42,671 | 2.17% |
| RR rosemary richard WCG Wealth Advisors LLC | 45,587 | $3.34M | $3.32M | -$18,483.63 | -0.55% |
| YA Yinka Akinsola Blue Trust Inc. | 71,413 | $5.26M | $5.2M | -$59,078.81 | -1.12% |
Jeff Ameen Spire Wealth Management | 13,597 | $1M | $990,677.42 | -$9,719.25 | -0.97% |
| PP Peter Platt Platt Investment Counsel LLC | 156,616 | $11.63M | $11.41M | -$216,435.4 | -1.86% |
| AL Acas LLC Acas LLC | 19,266 | $1.48M | $1.4M | -$78,485.77 | -5.3% |
| SMM Stephen Michael Mangold Tectonic Advisors LLC | 620,482 | $49.82M | $45.21M | -$4.61M | -9.25% |
| JAT Jeremiah Anthony Thisse Ashford Advisors LLC | 90,818 | $6.69M | $6.62M | -$70,838.04 | -1.06% |
Kyle P. Smith NewEdge Wealth LLC | 199,678 | $14.72M | $14.55M | -$171,208.76 | -1.16% |
Chris Williams Applied Capital LLC | 15,674 | $1.17M | $1.14M | -$29,581.66 | -2.52% |
| SL Shad Lamm Keystone Wealth Services LLC | 22,262 | $1.63M | $1.62M | -$12,332.43 | -0.75% |
| DM Dipen Mehta Invst LLC | 3,404 | $250,517.32 | $248,015.44 | -$2,501.88 | -1% |
Matthew Fong Seldon Capita LLP | 21,582 | $1.83M | $1.57M | -$256,609.98 | -14.03% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 153,104 | $11.35M | $11.16M | -$192,982 | -1.7% |
| TCL Therese C.D. Linden Bank of New Hampshire | 9,399 | $718,257.39 | $684,811.14 | -$33,446.25 | -4.66% |
| JNM Jay Nelsen Myers Treynor Bancshares Inc. | 5,153 | $364,447.68 | $375,447.58 | $10,999.9 | 3.02% |