| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Asio Capital Asio Capital LLC | 197,193 | $15.4M | $15.52M | $127,887.43 | 0.83% |
Pacific Capital Wealth Advisors Pacific Capital Wealth Advisors Inc. | 83,312 | $6.62M | $6.56M | -$59,387.82 | -0.9% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 3,900 | $290,394.82 | $306,988.5 | $16,593.68 | 5.71% |
| YA Yinka Akinsola Blue Trust Inc. | 57,070 | $4.33M | $4.49M | $161,040.41 | 3.72% |
Loraine Ell Better Money Decisions LLC | 3,953 | $310,422.32 | $311,160.39 | $738.07 | 0.24% |
Jeff Ameen Spire Wealth Management | 28,118 | $2.14M | $2.21M | $71,639.36 | 3.35% |
| PP Peter Platt Platt Investment Counsel LLC | 144,727 | $11.45M | $11.39M | -$54,461.52 | -0.48% |
Cole Holmlund Alaethes Wealth LLC | 7,052 | $562,255.96 | $555,098.18 | -$7,157.78 | -1.27% |
| LWL Lauer Wealth LLC Lauer Wealth LLC | 76,105 | $5.99M | $5.98M | -$5,645.09 | -0.09% |
Jason Kaplan Howard Capital Management Group LLC | 365,205 | $27.65M | $28.75M | $1.1M | 3.97% |
Kyle P. Smith NewEdge Wealth LLC | 149,717 | $11.89M | $11.78M | -$104,778.74 | -0.88% |
John Ledford FWG Holdings LLC | 16,722 | $1.31M | $1.32M | $10,353.27 | 0.79% |
| EBA Eagle Bay Advisors LLC Eagle Bay Advisors LLC | 10,368 | $779,476.56 | $816,117.12 | $36,640.56 | 4.7% |
Carrie Delgott Wescott Financial Advisory Group LLC | 312,859 | $24.14M | $24.63M | $484,889.13 | 2.01% |
John Mezzasalma Mezzasalma Advisors LLC | 14,201 | $1.11M | $1.12M | $8,951.69 | 0.81% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 156,565 | $12.42M | $12.32M | -$91,005.98 | -0.73% |
| YL Yosef Levy Y.D. More Investments Ltd. | 7,193 | $566,755.09 | $566,196.99 | -$558.1 | -0.1% |
| TCL Therese C.D. Linden Bank of New Hampshire | 9,552 | $746,499.6 | $752,219.04 | $5,719.44 | 0.77% |
Bethany Wagner Level Financial Advisors | 188,449 | $14.8M | $14.81M | $11,746.91 | 0.08% |
Beatriz Gutierrez Junco CV Advisors LLC | 5,267 | $410,878.67 | $414,591.9 | $3,713.23 | 0.9% |