| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
SkyOak Wealth SkyOak Wealth LLC | 247,664 | $23.64M | $22.37M | -$1.27M | -5.37% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 16,342 | $1.56M | $1.47M | -$88,971.86 | -5.69% |
| RR rosemary richard WCG Wealth Advisors LLC | 13,568 | $1.3M | $1.22M | -$79,566.16 | -6.1% |
| YA Yinka Akinsola Blue Trust Inc. | 7.24M | $692.58M | $654.06M | -$38.53M | -5.56% |
Jeff Ameen Spire Wealth Management | 111,947 | $11.13M | $10.11M | -$1.02M | -9.16% |
Drew Waldron Canvas Wealth Advisors LLC | 5,300 | $501,221 | $478,802 | -$22,419 | -4.47% |
Kyle P. Smith NewEdge Wealth LLC | 16,373 | $1.56M | $1.48M | -$82,192.46 | -5.26% |
Mack, Connie Clarity Financial LLC | 15,086 | $1.44M | $1.36M | -$78,129.55 | -5.43% |
| GAG Goodman Advisory Group LLC Goodman Advisory Group LLC | 92,283 | $8.87M | $8.34M | -$530,542.25 | -5.98% |
Dipen Mehta Invst LLC | 16,282 | $1.56M | $1.47M | -$95,594.37 | -6.11% |
Shawn M. McHugh WealthTrust Asset Management LLC | 14,792 | $1.42M | $1.34M | -$83,232.23 | -5.86% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 11,530 | $1.11M | $1.04M | -$67,772.33 | -6.11% |
| YL Yosef Levy Y.D. More Investments Ltd. | 400 | $37,952.82 | $36,096 | -$1,856.82 | -4.89% |
Joseph Castro Nuveen LLC | 5,731 | $541,981 | $514,128.01 | -$27,852.99 | -5.14% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 8,601 | $806,236.59 | $775,638.18 | -$30,598.41 | -3.8% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 46,805 | $4.43M | $4.23M | -$201,027.48 | -4.54% |
Kevin B. Crawford JB Capital LLC | 22,777 | $2.16M | $2.05M | -$100,387.39 | -4.66% |
Richard Slavik Newbridge Financial Services Group Inc. | 12 | $1,134.84 | $1,084.2 | -$50.64 | -4.46% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 2,169 | $207,098.15 | $195,795.63 | -$11,302.52 | -5.46% |
Kurt Van Dyken Lifeworks Advisors LLC | 29,786 | $2.84M | $2.69M | -$157,878.97 | -5.55% |