| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CSF Cathy S. Freeman Cadence Bank | 4,527 | $208,608.59 | $200,274.48 | -$8,334.11 | -4% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 1.02M | $47.16M | $45.55M | -$1.61M | -3.41% |
| TB Thomas Baker Blue Oak Capital LLC | 78,240 | $3.57M | $3.48M | -$86,466.5 | -2.42% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 113,486 | $5.22M | $5.05M | -$170,662.71 | -3.27% |
Winthrop Advisory Group Winthrop Advisory Group LLC | 6,463 | $298,267.45 | $287,765.07 | -$10,502.38 | -3.52% |
Austin Private Wealth Austin Private Wealth LLC | 483,015 | $22.48M | $21.47M | -$1.02M | -4.54% |
Pacific Capital Wealth Advisors Pacific Capital Wealth Advisors Inc. | 4,755 | $219,633.45 | $211,549.95 | -$8,083.5 | -3.68% |
PAX Financial Group PAX Financial Group LLC | 735,092 | $34.75M | $32.73M | -$2.02M | -5.8% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 150,425 | $6.95M | $6.68M | -$263,316.97 | -3.79% |
| RR rosemary richard WCG Wealth Advisors LLC | 461,103 | $21.08M | $20.49M | -$594,301.73 | -2.82% |
| YA Yinka Akinsola Blue Trust Inc. | 557,737 | $25.53M | $24.67M | -$857,835.94 | -3.36% |
Jeff Ameen Spire Wealth Management | 868,483 | $40.13M | $38.62M | -$1.51M | -3.77% |
Kyle P. Smith NewEdge Wealth LLC | 7,141 | $329,485.63 | $317,810.2 | -$11,675.43 | -3.54% |
John P. Quinn Vermillion & White Wealth Management Group LLC | 7,005 | $322,723.79 | $311,582.4 | -$11,141.39 | -3.45% |
Ben Rothwell Keystone Financial Services | 640,210 | $29.37M | $28.46M | -$910,344.2 | -3.1% |
Shad Lamm Keystone Wealth Services LLC | 23,112 | $1.06M | $1.03M | -$30,169.93 | -2.86% |
Alexandria Fry Dentgroup LLC | 47,129 | $2.16M | $2.1M | -$64,868.54 | -3% |
Dipen Mehta Invst LLC | 616,039 | $28.29M | $27.36M | -$933,215.31 | -3.3% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 79,105 | $3.65M | $3.52M | -$134,715.7 | -3.69% |
Kasey Fegan Corsicana & Co. | 4,275 | $220,832.55 | $189,874.12 | -$30,958.43 | -14.02% |