| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BJK Brian J. Kopinski Woodmont Investment Counsel LLC | 9,442 | $478,456.24 | $477,198.68 | -$1,257.56 | -0.26% |
| AJ Andrew Josef MCMORGAN & Co. LLC | 668,362 | $33.84M | $33.75M | -$88,946.7 | -0.26% |
| AH Andrew Heistad Mason Street Advisors LLC | 494,716 | $25.1M | $24.96M | -$140,262.94 | -0.56% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 618,905 | $31.39M | $31.25M | -$138,546.67 | -0.44% |
Winthrop Advisory Group Winthrop Advisory Group LLC | 197,378 | $9.97M | $9.98M | $8,473.44 | 0.09% |
Schwarz Dygos Wheeler Investment Schwarz Dygos Wheeler Investment Advisors LLC | 52,828 | $2.66M | $2.66M | $7,473.48 | 0.28% |
SkyOak Wealth SkyOak Wealth LLC | 581,430 | $29.39M | $29.39M | -$6,818.02 | -0.02% |
Asio Capital Asio Capital LLC | 32,500 | $1.65M | $1.64M | -$2,975 | -0.18% |
Daniel Russell Naviter Wealth LLC | 1.1M | $55.65M | $55.44M | -$210,702.76 | -0.38% |
| RR rosemary richard WCG Wealth Advisors LLC | 518,316 | $26.22M | $26.17M | -$47,445 | -0.18% |
| YA Yinka Akinsola Blue Trust Inc. | 37,952 | $1.91M | $1.92M | $5,555.56 | 0.29% |
Jeff Ameen Spire Wealth Management | 482,831 | $24.43M | $24.4M | -$29,975.45 | -0.12% |
Drew Waldron Canvas Wealth Advisors LLC | 59,533 | $3.01M | $3.01M | $3,271.89 | 0.11% |
Eric Becker Guardian Wealth Advisors LLC | 230,696 | $11.67M | $11.63M | -$39,677.46 | -0.34% |
Daren Blonski Fermata Advisors LLC | 58,787 | $2.96M | $2.97M | $10,923.96 | 0.37% |
| KB Kristina Bentzen Paradigm, Strategies in Wealth Management LLC | 244,963 | $12.33M | $12.38M | $49,915.79 | 0.4% |
| SMM Stephen Michael Mangold Tectonic Advisors LLC | 4,097 | $207,185.29 | $207,062.38 | -$122.91 | -0.06% |
Rajesh Chelapurath Ceera Investments LLC | 266,246 | $13.48M | $13.42M | -$61,720.25 | -0.46% |
Donna Rittershausen Koss-Olinger Consulting LLC | 8,054 | $407,610.18 | $406,243.76 | -$1,366.42 | -0.34% |
Kyle P. Smith NewEdge Wealth LLC | 265,262 | $13.39M | $13.38M | -$13,499.5 | -0.1% |