| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
SkyOak Wealth SkyOak Wealth LLC | 6,725 | $975,288.28 | $1.91M | $938,377.72 | 96.22% |
Adams Wealth Management Adams Wealth Management | 3,177 | $480,505.89 | $906,874.65 | $426,368.76 | 88.73% |
Asio Capital Asio Capital LLC | 4,927 | $610,515.71 | $1.4M | $792,472.17 | 129.8% |
PAX Financial Group PAX Financial Group LLC | 2,019 | $396,484.37 | $577,605.61 | $181,121.24 | 45.68% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 22,005 | $4.02M | $6.27M | $2.26M | 56.15% |
Michael Corrigan Advocate Group LLC | 75,067 | $11.68M | $21.27M | $9.6M | 82.18% |
Daniel Russell Naviter Wealth LLC | 21,065 | $3.94M | $6.01M | $2.07M | 52.45% |
| RR rosemary richard WCG Wealth Advisors LLC | 16,882 | $3.86M | $4.81M | $957,209.4 | 24.82% |
| YA Yinka Akinsola Blue Trust Inc. | 42,082 | $7.41M | $11.93M | $4.52M | 60.98% |
Jonathan J. Marshall Spectrum Investment Advisors Inc. | 3,508 | $606,443.85 | $1M | $398,422.75 | 65.7% |
| DG Dana Glandien Siemens Fonds Invest GmbH | 57,804 | $10.45M | $16.46M | $6.01M | 57.47% |
Richard Zito Flynn Zito Capital Management LLC | 837 | $212,857.47 | $238,808.65 | $25,951.18 | 12.19% |
Jeff Ameen Spire Wealth Management | 13,113 | $2.16M | $3.72M | $1.56M | 72% |
Drew Waldron Canvas Wealth Advisors LLC | 2,605 | $517,594.17 | $741,278.8 | $223,684.63 | 43.22% |
Michelle Dubey Yousif Capital Management LLC | 202,369 | $27.6M | $57.35M | $29.75M | 107.8% |
Eric Becker Guardian Wealth Advisors LLC | 4,819 | $657,184.83 | $1.38M | $726,880.16 | 110.61% |
Daren Blonski Fermata Advisors LLC | 1,124 | $287,409.64 | $320,098.34 | $32,688.7 | 11.37% |
Cole Holmlund Alaethes Wealth LLC | 10,922 | $2.11M | $3.11M | $996,340.74 | 47.14% |
| SMM Stephen Michael Mangold Tectonic Advisors LLC | 62,682 | $11.06M | $17.89M | $6.83M | 61.77% |
Keith Dubauskas One Plus One Wealth Management LLC | 831 | $211,331.61 | $236,203.44 | $24,871.83 | 11.77% |