| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| YA Yinka Akinsola Blue Trust Inc. | 4,568 | $378,052.48 | $374,597.93 | -$3,454.55 | -0.91% |
Jeff Ameen Spire Wealth Management | 96,345 | $7.96M | $7.89M | -$65,360.13 | -0.82% |
Keith Dubauskas One Plus One Wealth Management LLC | 15,043 | $1.24M | $1.23M | -$1,729.95 | -0.14% |
| MP Michael Puryear Westwood Wealth Management | 39,050 | $3.22M | $3.2M | -$22,258.5 | -0.69% |
Kyle P. Smith NewEdge Wealth LLC | 21,838 | $1.81M | $1.79M | -$20,841.16 | -1.15% |
Mack, Connie Clarity Financial LLC | 262,188 | $21.59M | $21.5M | -$90,438.95 | -0.42% |
Carrie Delgott Wescott Financial Advisory Group LLC | 45,451 | $3.78M | $3.73M | -$52,039.53 | -1.38% |
John Mezzasalma Mezzasalma Advisors LLC | 8,375 | $692,988.82 | $686,790.2 | -$6,198.62 | -0.89% |
| DM Dipen Mehta Invst LLC | 7,941 | $657,991.26 | $651,201.7 | -$6,789.56 | -1.03% |
Daniel Cesta Pinnacle Wealth Management Group Inc. | 6,116 | $496,923.88 | $501,083.88 | $4,160 | 0.84% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 65,728 | $5.45M | $5.39M | -$56,075.81 | -1.03% |
| YL Yosef Levy Y.D. More Investments Ltd. | 400 | $32,753.43 | $32,802 | $48.57 | 0.15% |
| TCL Therese C.D. Linden Bank of New Hampshire | 538 | $44,061.86 | $44,124.07 | $62.21 | 0.14% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 9,862 | $816,771.32 | $807,993.66 | -$8,777.66 | -1.07% |
| RS Richard Slavik Newbridge Financial Services Group Inc. | 247 | $20,394.79 | $20,257.7 | -$137.09 | -0.67% |
| JT Jarrett Topel Topel & Distasi Wealth Management LLC | 42,967 | $3.65M | $3.52M | -$122,752.06 | -3.37% |
Kurt Van Dyken Lifeworks Advisors LLC | 4,643 | $378,078 | $380,749.21 | $2,671.21 | 0.71% |
Kimberly Cappellano Private Wealth Asset Management LLC | 2,050 | $169,976.44 | $168,110.25 | -$1,866.19 | -1.1% |
| EW Eddie Wilcox Rollins Financial Advisors LLC | 4,621 | $381,724.33 | $378,945.1 | -$2,779.23 | -0.73% |
Christina Forster Pazienza Guardian Partners Inc. | 17,889 | $1.47M | $1.47M | -$7,457.19 | -0.51% |