| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Austin Private Wealth Austin Private Wealth LLC | 35,051 | $3.66M | $3.75M | $84,792.12 | 2.32% |
Asio Capital Asio Capital LLC | 17,600 | $1.9M | $1.88M | -$21,658.16 | -1.14% |
PAX Financial Group PAX Financial Group LLC | 2,753 | $288,395.12 | $294,240.64 | $5,845.52 | 2.03% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 136,864 | $14.52M | $14.63M | $105,485.73 | 0.73% |
| RR rosemary richard WCG Wealth Advisors LLC | 28,338 | $3.02M | $3.03M | $7,769.18 | 0.26% |
| YA Yinka Akinsola Blue Trust Inc. | 43,180 | $4.57M | $4.62M | $46,358.22 | 1.01% |
Jonathan J. Marshall Spectrum Investment Advisors Inc. | 6,960 | $753,215.62 | $743,884.8 | -$9,330.82 | -1.24% |
Jeff Ameen Spire Wealth Management | 10,911 | $1.18M | $1.17M | -$11,023.41 | -0.94% |
| DW Drew Waldron Canvas Wealth Advisors LLC | 19,929 | $2.15M | $2.13M | -$20,042.96 | -0.93% |
Keith Dubauskas One Plus One Wealth Management LLC | 2,338 | $250,423.18 | $249,289.25 | -$1,133.93 | -0.45% |
Kyle P. Smith NewEdge Wealth LLC | 90,912 | $9.73M | $9.72M | -$14,287.32 | -0.15% |
| EBA Eagle Bay Advisors LLC Eagle Bay Advisors LLC | 3,200 | $339,680 | $341,998.72 | $2,318.72 | 0.68% |
| GAG Goodman Advisory Group LLC Goodman Advisory Group LLC | 6,132 | $646,765.07 | $655,480.14 | $8,715.07 | 1.35% |
Carrie Delgott Wescott Financial Advisory Group LLC | 3,139 | $331,822.96 | $335,543.4 | $3,720.44 | 1.12% |
Ben Rothwell Keystone Financial Services | 12,226 | $1.29M | $1.31M | $16,512.85 | 1.28% |
| SL Shad Lamm Keystone Wealth Services LLC | 16,567 | $1.88M | $1.77M | -$109,418.02 | -5.82% |
| DM Dipen Mehta Invst LLC | 5,980 | $639,352.76 | $639,110.11 | -$242.65 | -0.04% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 69,954 | $7.42M | $7.48M | $57,404.56 | 0.77% |
| YL Yosef Levy Y.D. More Investments Ltd. | 160 | $16,916.25 | $17,099.94 | $183.69 | 1.09% |
Beatriz Gutierrez Junco CV Advisors LLC | 24,666 | $2.63M | $2.64M | $6,883.05 | 0.26% |