| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AB Anthony Bruccoleri Equitable Holdings Inc. | 5,810 | $345,065.37 | $355,746.3 | $10,680.93 | 3.1% |
Point72 Asset Management LP Point72 Asset Management LP | 155,998 | $8.89M | $9.69M | $798,709.64 | 8.99% |
SkyOak Wealth SkyOak Wealth LLC | 33,380 | $2.18M | $2.12M | -$66,426.2 | -3.04% |
PAX Financial Group PAX Financial Group LLC | 7,935 | $513,899.43 | $510,696.6 | -$3,202.83 | -0.62% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 5,497 | $319,047.61 | $345,541.42 | $26,493.81 | 8.3% |
Michael Corrigan Advocate Group LLC | 125,795 | $8.12M | $7.98M | -$140,991.83 | -1.74% |
Daniel Russell Naviter Wealth LLC | 57,809 | $3.7M | $3.64M | -$59,628.53 | -1.61% |
| RR rosemary richard WCG Wealth Advisors LLC | 76,731 | $4.99M | $4.76M | -$229,549.47 | -4.6% |
| YA Yinka Akinsola Blue Trust Inc. | 13,094 | $850,252.71 | $830,290.54 | -$19,962.17 | -2.35% |
Michelle Dubey Yousif Capital Management LLC | 18,412 | $1.2M | $1.17M | -$36,639.88 | -3.04% |
| SMM Stephen Michael Mangold Tectonic Advisors LLC | 23,818 | $1.53M | $1.51M | -$24,617.92 | -1.6% |
Rajesh Chelapurath Ceera Investments LLC | 11,301 | $739,085.4 | $719,421.66 | -$19,663.74 | -2.66% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 18,170 | $1.16M | $1.15M | -$7,050.11 | -0.61% |
John Nowicki LCM Capital Management Inc. | 13,938 | $908,909.94 | $883,808.58 | -$25,101.36 | -2.76% |
Kyle P. Smith NewEdge Wealth LLC | 112,085 | $7.05M | $7.06M | $8,678.87 | 0.12% |
| EBA Eagle Bay Advisors LLC Eagle Bay Advisors LLC | 4,561 | $298,289.4 | $289,213.01 | -$9,076.39 | -3.04% |
Carrie Delgott Wescott Financial Advisory Group LLC | 6,281 | $409,293.72 | $398,278.21 | -$11,015.51 | -2.69% |
John Mezzasalma Mezzasalma Advisors LLC | 11,129 | $710,960.01 | $700,514.9 | -$10,445.11 | -1.47% |
Ben Rothwell Keystone Financial Services | 16,254 | $1.05M | $1.03M | -$15,504.96 | -1.48% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 10,610 | $688,038.48 | $675,432.6 | -$12,605.88 | -1.83% |