| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
PAX Financial Group PAX Financial Group LLC | 735,092 | $34.75M | $33.41M | -$1.34M | -3.84% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 150,425 | $6.95M | $6.83M | -$120,413.22 | -1.73% |
| RR rosemary richard WCG Wealth Advisors LLC | 461,103 | $21.08M | $20.97M | -$112,126.32 | -0.53% |
| YA Yinka Akinsola Blue Trust Inc. | 483,642 | $22.11M | $21.98M | -$131,107.67 | -0.59% |
Jeff Ameen Spire Wealth Management | 868,483 | $40.13M | $39.47M | -$660,458.5 | -1.65% |
Daren Blonski Fermata Advisors LLC | 6,308 | $291,054.31 | $286,698.6 | -$4,355.71 | -1.5% |
Kyle P. Smith NewEdge Wealth LLC | 7,141 | $329,485.63 | $325,201.14 | -$4,284.49 | -1.3% |
John P. Quinn Vermillion & White Wealth Management Group LLC | 7,005 | $322,723.79 | $318,237.15 | -$4,486.64 | -1.39% |
Ben Rothwell Keystone Financial Services | 640,210 | $29.37M | $29.1M | -$270,134.2 | -0.92% |
Shad Lamm Keystone Wealth Services LLC | 23,112 | $1.06M | $1.05M | -$6,249.01 | -0.59% |
Alexandria Fry Dentgroup LLC | 47,129 | $2.16M | $2.14M | -$19,624.7 | -0.91% |
Dipen Mehta Invst LLC | 616,039 | $28.29M | $28.02M | -$274,053.58 | -0.97% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 79,105 | $3.65M | $3.6M | -$58,774.9 | -1.61% |
Kasey Fegan Corsicana & Co. | 4,275 | $220,832.55 | $194,298.75 | -$26,533.8 | -12.02% |
Beatriz Gutierrez Junco CV Advisors LLC | 17,687 | $816,255.05 | $803,874.15 | -$12,380.9 | -1.52% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 87,081 | $4.03M | $3.96M | -$76,874.16 | -1.91% |
Kimberly Van Winkle Twelve Points Wealth Management LLC | 17,048 | $795,595.79 | $776,365.92 | -$19,229.87 | -2.42% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 19,901 | $932,113.18 | $904,500.45 | -$27,612.73 | -2.96% |
Kevin B. Crawford JB Capital LLC | 3.52M | $162.9M | $159.91M | -$2.99M | -1.84% |
Kurt Van Dyken Lifeworks Advisors LLC | 26,111 | $1.2M | $1.19M | -$12,981.13 | -1.08% |