| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Winthrop Advisory Group Winthrop Advisory Group LLC | 3,036 | $222,872.76 | $215,252.4 | -$7,620.36 | -3.42% |
Vectors Research Management Vectors Research Management LLC | 103,135 | $7.43M | $7.31M | -$115,914.07 | -1.56% |
Schwarz Dygos Wheeler Investment Schwarz Dygos Wheeler Investment Advisors LLC | 5,625 | $463,938.51 | $398,523.37 | -$65,415.14 | -14.1% |
Pacific Capital Wealth Advisors Pacific Capital Wealth Advisors Inc. | 1.2M | $87.65M | $85.17M | -$2.48M | -2.83% |
PAX Financial Group PAX Financial Group LLC | 26,492 | $1.88M | $1.88M | -$6,711.72 | -0.36% |
| RR rosemary richard WCG Wealth Advisors LLC | 43,711 | $3.21M | $3.09M | -$114,695.72 | -3.58% |
| YA Yinka Akinsola Blue Trust Inc. | 51,569 | $3.82M | $3.63M | -$191,068.39 | -5% |
Jeff Ameen Spire Wealth Management | 13,597 | $1M | $962,803.57 | -$37,593.1 | -3.76% |
Peter Platt Platt Investment Counsel LLC | 148,151 | $11M | $10.48M | -$515,511.11 | -4.69% |
Daren Blonski Fermata Advisors LLC | 32,132 | $2.25M | $2.27M | $20,564.48 | 0.91% |
| AL Acas LLC Acas LLC | 19,266 | $1.48M | $1.36M | -$117,595.75 | -7.93% |
| SMM Stephen Michael Mangold Tectonic Advisors LLC | 620,482 | $49.82M | $43.87M | -$5.95M | -11.94% |
| JAT Jeremiah Anthony Thisse Ashford Advisors LLC | 248,417 | $18.26M | $17.57M | -$684,161.53 | -3.75% |
Kyle P. Smith NewEdge Wealth LLC | 205,282 | $15.13M | $14.55M | -$585,881.37 | -3.87% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 1,127 | $82,733.07 | $79,904.3 | -$2,828.77 | -3.42% |
Chris Williams Applied Capital LLC | 29,661 | $2.2M | $2.1M | -$98,524.48 | -4.48% |
Shad Lamm Keystone Wealth Services LLC | 22,105 | $1.62M | $1.56M | -$59,671.46 | -3.68% |
Dipen Mehta Invst LLC | 3,404 | $250,517.32 | $240,696.84 | -$9,820.48 | -3.92% |
Matthew Fong Seldon Capita LLP | 21,582 | $1.83M | $1.53M | -$300,421.44 | -16.42% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 121,258 | $9M | $8.59M | -$409,517.43 | -4.55% |