| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PP Philip Perry FLAGSTAR ADVISORS Inc. | 3,196 | $296,174 | $296,972.32 | $798.32 | 0.27% |
| SS Scott Solod Kelly Financial Group LLC | 2,185 | $207,882.1 | $203,030.2 | -$4,851.9 | -2.33% |
| LJB Laura J. Bornheimer GWN SECURITIES Inc. | 3,317 | $308,880.95 | $309,459.51 | $578.56 | 0.19% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 160,100 | $15.02M | $14.92M | -$98,301.49 | -0.65% |
Bridgewater Associates LP Bridgewater Associates LP | 1.39M | $134.74M | $129.25M | -$5.49M | -4.07% |
Colton Groome Financial Advisors LLC Colton Groome Financial Advisors LLC | 4,965 | $472,419.75 | $461,347.8 | -$11,071.95 | -2.34% |
Austin Private Wealth Austin Private Wealth LLC | 157,865 | $14.72M | $14.67M | -$55,711.13 | -0.38% |
Adams Wealth Management Adams Wealth Management | 8,259 | $778,532.88 | $770,316.93 | -$8,215.95 | -1.06% |
PAX Financial Group PAX Financial Group LLC | 86,816 | $8.11M | $8.1M | -$6,937.08 | -0.09% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 81,550 | $7.73M | $7.58M | -$154,545.35 | -2% |
| RR rosemary richard WCG Wealth Advisors LLC | 51,021 | $4.75M | $4.76M | $2,959.7 | 0.06% |
| YA Yinka Akinsola Blue Trust Inc. | 1.01M | $97.3M | $93.86M | -$3.44M | -3.54% |
Jonathan J. Marshall Spectrum Investment Advisors Inc. | 20,282 | $1.92M | $1.89M | -$27,427.17 | -1.43% |
Jeff Ameen Spire Wealth Management | 8,881 | $828,849.62 | $825,222.52 | -$3,627.1 | -0.44% |
Daren Blonski Fermata Advisors LLC | 39,468 | $3.71M | $3.67M | -$45,451.75 | -1.22% |
Mack, Connie Clarity Financial LLC | 1.17M | $111.02M | $108.9M | -$2.12M | -1.91% |
Ben Rothwell Keystone Financial Services | 73,126 | $6.78M | $6.82M | $39,050.93 | 0.58% |
Dipen Mehta Invst LLC | 88,909 | $8.27M | $8.29M | $17,243.27 | 0.21% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 20,742 | $1.96M | $1.94M | -$22,735.62 | -1.16% |
Beatriz Gutierrez Junco CV Advisors LLC | 2,597 | $245,468.44 | $241,313.24 | -$4,155.2 | -1.69% |