| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
SkyOak Wealth SkyOak Wealth LLC | 33,380 | $2.18M | $2.21M | $23,532.9 | 1.08% |
PAX Financial Group PAX Financial Group LLC | 7,935 | $513,899.43 | $526,209.52 | $12,310.09 | 2.4% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 5,497 | $319,047.61 | $361,977.45 | $42,929.84 | 13.46% |
Michael Corrigan Advocate Group LLC | 125,795 | $8.12M | $8.13M | $14,993.97 | 0.18% |
Daniel Russell Naviter Wealth LLC | 57,809 | $3.7M | $3.81M | $111,486.11 | 3.01% |
| RR rosemary richard WCG Wealth Advisors LLC | 76,731 | $4.99M | $5.05M | $57,424.47 | 1.15% |
| YA Yinka Akinsola Blue Trust Inc. | 13,959 | $902,256.51 | $902,449.35 | $192.84 | 0.02% |
Michelle Dubey Yousif Capital Management LLC | 4,267 | $279,061.8 | $275,861.55 | -$3,200.25 | -1.15% |
| SMM Stephen Michael Mangold Tectonic Advisors LLC | 23,818 | $1.53M | $1.57M | $36,117.98 | 2.35% |
Rajesh Chelapurath Ceera Investments LLC | 11,301 | $739,085.4 | $731,400.72 | -$7,684.68 | -1.04% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 16,933 | $1.08M | $1.1M | $21,319.01 | 1.98% |
John Nowicki LCM Capital Management Inc. | 13,938 | $908,909.94 | $901,091.7 | -$7,818.24 | -0.86% |
Kyle P. Smith NewEdge Wealth LLC | 112,085 | $7.05M | $7.27M | $222,761.22 | 3.16% |
| EBA Eagle Bay Advisors LLC Eagle Bay Advisors LLC | 4,465 | $291,931.61 | $295,404.4 | $3,472.79 | 1.19% |
Carrie Delgott Wescott Financial Advisory Group LLC | 6,105 | $397,783.32 | $405,249.9 | $7,466.58 | 1.88% |
John Mezzasalma Mezzasalma Advisors LLC | 11,083 | $707,951.61 | $735,467.88 | $27,516.27 | 3.89% |
Ben Rothwell Keystone Financial Services | 16,254 | $1.05M | $1.07M | $19,278.6 | 1.84% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 10,610 | $688,038.48 | $688,058.5 | $20.02 | - |
Spencer Rand Five Oceans Advisors | 3,891 | $254,471.4 | $258,245.67 | $3,774.27 | 1.48% |
Kimberly Van Winkle Twelve Points Wealth Management LLC | 6,821 | $446,093.4 | $452,641.56 | $6,548.16 | 1.47% |