| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Drew Waldron Canvas Wealth Advisors LLC | 21,763 | $2.35M | $2.3M | -$47,190.5 | -2.01% |
Keith Dubauskas One Plus One Wealth Management LLC | 2,338 | $250,423.18 | $246,986.32 | -$3,436.86 | -1.37% |
Kyle P. Smith NewEdge Wealth LLC | 81,866 | $8.76M | $8.67M | -$85,682.59 | -0.98% |
| EBA Eagle Bay Advisors LLC Eagle Bay Advisors LLC | 3,200 | $339,680 | $338,048 | -$1,632 | -0.48% |
| GAG Goodman Advisory Group LLC Goodman Advisory Group LLC | 3,409 | $362,266.03 | $361,285.82 | -$980.21 | -0.27% |
Carrie Delgott Wescott Financial Advisory Group LLC | 3,139 | $331,822.96 | $331,603.96 | -$219 | -0.07% |
Ben Rothwell Keystone Financial Services | 13,128 | $1.39M | $1.39M | -$354.18 | -0.03% |
Shad Lamm Keystone Wealth Services LLC | 16,198 | $1.84M | $1.71M | -$125,945.48 | -6.86% |
Dipen Mehta Invst LLC | 6,047 | $646,563.3 | $640,135.42 | -$6,427.88 | -0.99% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 74,353 | $7.89M | $7.86M | -$36,183.61 | -0.46% |
| YL Yosef Levy Y.D. More Investments Ltd. | 160 | $16,916.25 | $16,902.4 | -$13.85 | -0.08% |
| TCL Therese C.D. Linden Bank of New Hampshire | 372 | $40,034.64 | $39,298.08 | -$736.56 | -1.84% |
Joseph Castro Nuveen LLC | 106,878 | $11.5M | $11.31M | -$189,080.7 | -1.64% |
Beatriz Gutierrez Junco CV Advisors LLC | 31,018 | $3.31M | $3.28M | -$36,649.74 | -1.11% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 23,205 | $2.46M | $2.45M | -$6,399.81 | -0.26% |
Tina Tenret Tenret Co. LLC | 16,816 | $1.78M | $1.78M | -$1,390.2 | -0.08% |
James D. King Lindenwold Advisors Inc. | 105,536 | $11.23M | $11.15M | -$83,722.1 | -0.75% |
S. Hardy Taylor Heritage Investment Group Inc. | 9,273 | $968,934.89 | $979,599.72 | $10,664.83 | 1.1% |
| MWA Motive Wealth Advisors Motive Wealth Advisors | 45,971 | $4.88M | $4.86M | -$23,791.69 | -0.49% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 3,370 | $360,331.04 | $356,006.8 | -$4,324.24 | -1.2% |