| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Winthrop Advisory Group Winthrop Advisory Group LLC | 10,400 | $1.05M | $1.05M | -$917.28 | -0.09% |
Vectors Research Management Vectors Research Management LLC | 6,770 | $679,572.63 | $680,994.3 | $1,421.67 | 0.21% |
Pacific Capital Wealth Advisors Pacific Capital Wealth Advisors Inc. | 136,912 | $13.78M | $13.77M | -$15,315.08 | -0.11% |
| RR rosemary richard WCG Wealth Advisors LLC | 25,196 | $2.54M | $2.53M | -$2,018.2 | -0.08% |
| YA Yinka Akinsola Blue Trust Inc. | 85,751 | $8.63M | $8.62M | -$11,766.84 | -0.14% |
Jeff Ameen Spire Wealth Management | 55,301 | $5.55M | $5.56M | $5,642.66 | 0.1% |
Cole Holmlund Alaethes Wealth LLC | 2,702 | $272,074.38 | $271,686.1 | -$388.28 | -0.14% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 75,164 | $7.57M | $7.56M | -$10,022.52 | -0.13% |
Kyle P. Smith NewEdge Wealth LLC | 85,487 | $8.61M | $8.6M | -$10,431.04 | -0.12% |
Mack, Connie Clarity Financial LLC | 6,468 | $649,366.05 | $650,551.44 | $1,185.39 | 0.18% |
Jessica Clark Caerus Investment Advisors LLC | 14,193 | $1.43M | $1.43M | -$1,206.41 | -0.08% |
| KCM Kennicott Capital Management LLC Kennicott Capital Management LLC | 169,385 | $17.06M | $17.04M | -$17,858.29 | -0.1% |
Erica Nortman Capitol Family Office Inc. | 2,600 | $261,258.14 | $261,417 | $158.86 | 0.06% |
Carrie Delgott Wescott Financial Advisory Group LLC | 2,002 | $201,521.42 | $201,371.17 | -$150.25 | -0.07% |
Dipen Mehta Invst LLC | 22,345 | $2.25M | $2.25M | -$40.32 | - |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 109,807 | $11.05M | $11.04M | -$12,832.89 | -0.12% |
Joseph Castro Nuveen LLC | 39,589 | $3.99M | $3.98M | -$5,099.94 | -0.13% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 90,260 | $9.08M | $9.08M | $1,673.74 | 0.02% |
Maree Sgro BG Investment Services Inc. | 2,849 | $286,786.31 | $286,452.7 | -$333.61 | -0.12% |
Spencer Rand Five Oceans Advisors | 193,177 | $19.43M | $19.43M | $1,682 | 0.01% |