| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ben Rothwell Keystone Financial Services | 492,610 | $22.56M | $22.55M | -$6,715.95 | -0.03% |
| SL Shad Lamm Keystone Wealth Services LLC | 25,844 | $1.18M | $1.18M | $2,354.09 | 0.2% |
Alexandria Fry Dentgroup LLC | 47,129 | $2.16M | $2.16M | -$4,307.78 | -0.2% |
| DM Dipen Mehta Invst LLC | 441,757 | $20.25M | $20.23M | -$22,548.76 | -0.11% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 78,812 | $3.64M | $3.61M | -$32,167.78 | -0.88% |
Kasey Fegan Corsicana & Co. | 4,587 | $237,521.43 | $210,015.79 | -$27,505.64 | -11.58% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 48,347 | $2.25M | $2.21M | -$38,157.15 | -1.7% |
Kimberly Van Winkle Twelve Points Wealth Management LLC | 20,578 | $961,929.39 | $942,163.73 | -$19,765.66 | -2.05% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 19,901 | $932,113.18 | $909,276.69 | -$22,836.49 | -2.45% |
Kevin B. Crawford JB Capital LLC | 2.51M | $116.47M | $115.02M | -$1.45M | -1.24% |
Kurt Van Dyken Lifeworks Advisors LLC | 20,211 | $928,224.41 | $925,360.63 | -$2,863.78 | -0.31% |
Kimberly Cappellano Private Wealth Asset Management LLC | 1,474 | $67,922.06 | $67,487.09 | -$434.97 | -0.64% |
| KC Kasey Cook Maripau Wealth Management LLC | 43,832 | $2.02M | $2.01M | -$10,519.47 | -0.52% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 9 | $418.86 | $412.33 | -$6.53 | -1.56% |
Andrew Endelman Independent Wealth Network Inc. | 7,052 | $329,023.92 | $322,875.82 | -$6,148.1 | -1.87% |
Alexander Eichhorn Tanager Wealth Management LLP | 301,632 | $14.02M | $13.81M | -$214,539.88 | -1.53% |
| MAL Mason & Associates LLC Mason & Associates LLC | 2.95M | $134.13M | $135M | $865,915.53 | 0.65% |
| RCS Ryan Charles Stout Theory Financial LLC | 89,293 | $4.12M | $4.09M | -$33,356.05 | -0.81% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 58,955 | $2.74M | $2.7M | -$42,742.38 | -1.56% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 3,866 | $178,145.28 | $177,120.79 | -$1,024.49 | -0.58% |