| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Adams Wealth Management Adams Wealth Management | 111,357 | $4.73M | $4.62M | -$114,453.64 | -2.42% |
Pacific Capital Wealth Advisors Pacific Capital Wealth Advisors Inc. | 4,612 | $187,570.04 | $193,150.56 | $5,580.52 | 2.98% |
| RR rosemary richard WCG Wealth Advisors LLC | 508,036 | $19.86M | $21.08M | $1.22M | 6.13% |
| YA Yinka Akinsola Blue Trust Inc. | 910 | $37,700.72 | $38,210.9 | $510.18 | 1.35% |
Jeff Ameen Spire Wealth Management | 59,276 | $2.31M | $2.49M | $180,663.26 | 7.83% |
Kyle P. Smith NewEdge Wealth LLC | 4,950 | $217,948.5 | $207,751.5 | -$10,197 | -4.68% |
Shad Lamm Keystone Wealth Services LLC | 14,033 | $597,415.38 | $582,229.17 | -$15,186.21 | -2.54% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 9,869 | $415,780.97 | $413,955.2 | -$1,825.77 | -0.44% |
Kasey Fegan Corsicana & Co. | 24,982 | $1.1M | $1.04M | -$68,246.57 | -6.18% |
| TCL Therese C.D. Linden Bank of New Hampshire | 300 | $13,004 | $12,447 | -$557 | -4.28% |
| JNM Jay Nelsen Myers Treynor Bancshares Inc. | 19,067 | $714,840.27 | $798,144.62 | $83,304.35 | 11.65% |
Richard Slavik Newbridge Financial Services Group Inc. | 377 | $17,231.43 | $15,822.69 | -$1,408.74 | -8.18% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 11,215 | $416,533.73 | $465,310.35 | $48,776.62 | 11.71% |
Kimberly Cappellano Private Wealth Asset Management LLC | 1,181 | $49,069.15 | $49,430.75 | $361.6 | 0.74% |
Sima Elimelech Activest Wealth Management | 180 | $6,605.8 | $7,558.2 | $952.4 | 14.42% |
| RWA Roberts Wealth Advisors LLC Roberts Wealth Advisors LLC | 9,317 | $372,867.02 | $389,730.11 | $16,863.09 | 4.52% |
| WB William Bromley Innova Wealth Partners | 6,653 | $279,305.37 | $278,294.99 | -$1,010.38 | -0.36% |
Robert Tutela Essex LLC | 9,152 | $382,704.68 | $382,828.16 | $123.48 | 0.03% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 313 | $13,779.49 | $13,142.87 | -$636.62 | -4.62% |
| SS Sandra Stickney Collaborative Wealth Managment Inc. | 6,322 | $248,615.06 | $264,449.26 | $15,834.2 | 6.37% |