| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Austin Private Wealth Austin Private Wealth LLC | 5,003 | $520,256.07 | $531,068.45 | $10,812.38 | 2.08% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 6,518 | $683,232.94 | $692,733.04 | $9,500.1 | 1.39% |
| YA Yinka Akinsola Blue Trust Inc. | 3,462 | $368,215.35 | $367,491.3 | -$724.05 | -0.2% |
Jeff Ameen Spire Wealth Management | 4,641 | $487,509.89 | $492,642.15 | $5,132.26 | 1.05% |
Donna Rittershausen Koss-Olinger Consulting LLC | 2,553 | $272,405.1 | $271,281.78 | -$1,123.32 | -0.41% |
Kyle P. Smith NewEdge Wealth LLC | 23,118 | $2.42M | $2.46M | $35,070.88 | 1.45% |
| EBA Eagle Bay Advisors LLC Eagle Bay Advisors LLC | 4,180 | $445,606 | $443,707 | -$1,899 | -0.43% |
Carrie Delgott Wescott Financial Advisory Group LLC | 6,930 | $723,033.64 | $735,619.5 | $12,585.86 | 1.74% |
John Mezzasalma Mezzasalma Advisors LLC | 3,009 | $317,420.04 | $319,736.34 | $2,316.3 | 0.73% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 41,354 | $4.4M | $4.39M | -$11,784.76 | -0.27% |
Joseph Castro Nuveen LLC | 10,908 | $1.16M | $1.16M | -$2,040.76 | -0.18% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 12,703 | $1.35M | $1.35M | -$643.83 | -0.05% |
James D. King Lindenwold Advisors Inc. | 46,816 | $4.89M | $4.97M | $78,622.89 | 1.61% |
S. Hardy Taylor Heritage Investment Group Inc. | 551,509 | $57.71M | $58.54M | $833,056.28 | 1.44% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 6,203 | $655,968.97 | $658,448.45 | $2,479.48 | 0.38% |
Katie Smith Delos Wealth Advisors LLC | 4,236 | $451,134 | $450,202.08 | -$931.92 | -0.21% |
Kimberly Cappellano Private Wealth Asset Management LLC | 2,498 | $265,443.83 | $265,487.44 | $43.61 | 0.02% |
Andrew J. Swenson ARS Wealth Advisors Group LLC | 13,022 | $1.37M | $1.38M | $12,514.44 | 0.91% |
Brian Baylis Bell Investment Advisors Inc. | 64 | $6,816 | $6,800.64 | -$15.36 | -0.23% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 7,707 | $800,256.5 | $818,098.05 | $17,841.55 | 2.23% |