| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Adams Wealth Management Adams Wealth Management | 3,472 | $326,065.64 | $325,656.24 | -$409.4 | -0.13% |
PAX Financial Group PAX Financial Group LLC | 82,444 | $7.69M | $7.73M | $39,640.62 | 0.52% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 73,320 | $6.95M | $6.88M | -$77,222.35 | -1.11% |
| RR rosemary richard WCG Wealth Advisors LLC | 49,717 | $4.63M | $4.66M | $34,262.59 | 0.74% |
| YA Yinka Akinsola Blue Trust Inc. | 1.01M | $97.3M | $94.71M | -$2.59M | -2.66% |
Jonathan J. Marshall Spectrum Investment Advisors Inc. | 134,513 | $12.55M | $12.62M | $68,175.86 | 0.54% |
Jeff Ameen Spire Wealth Management | 9,777 | $913,727.7 | $915,811.59 | $2,083.89 | 0.23% |
Daren Blonski Fermata Advisors LLC | 39,468 | $3.71M | $3.7M | -$12,101.29 | -0.33% |
Mack, Connie Clarity Financial LLC | 560,574 | $53.23M | $52.56M | -$664,282.88 | -1.25% |
Ben Rothwell Keystone Financial Services | 69,202 | $6.41M | $6.49M | $76,382.77 | 1.19% |
| DM Dipen Mehta Invst LLC | 78,244 | $7.26M | $7.34M | $77,876.25 | 1.07% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 19,297 | $1.82M | $1.81M | -$11,317 | -0.62% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 12,760 | $1.21M | $1.2M | -$18,006.82 | -1.48% |
| JDK James D. King Lindenwold Advisors Inc. | 70,870 | $6.83M | $6.65M | -$186,159.54 | -2.72% |
Katie Smith Delos Wealth Advisors LLC | 369 | $34,760.51 | $34,610.35 | -$150.16 | -0.43% |
Kevin B. Crawford JB Capital LLC | 333,020 | $31.11M | $31.24M | $130,761.58 | 0.42% |
| RS Richard Slavik Newbridge Financial Services Group Inc. | 64 | $5,911.72 | $6,007.04 | $95.32 | 1.61% |
Kurt Van Dyken Lifeworks Advisors LLC | 186,396 | $17.46M | $17.49M | $26,336.85 | 0.15% |
Kimberly Cappellano Private Wealth Asset Management LLC | 1,236 | $117,691.58 | $115,955.34 | -$1,736.24 | -1.48% |
| SE Sima Elimelech Activest Wealth Management | 2,624 | $249,857.28 | $246,026.24 | -$3,831.04 | -1.53% |