| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Red Spruce Capital Red Spruce Capital LLC | 4,557 | $676,728.27 | $2.17M | $1.49M | 220.63% |
Austin Private Wealth Austin Private Wealth LLC | 5,745 | $885,592.32 | $2.74M | $1.85M | 208.89% |
SkyOak Wealth SkyOak Wealth LLC | 1,712 | $220,600.26 | $815,168.78 | $594,568.52 | 269.52% |
Adams Wealth Management Adams Wealth Management | 10,658 | $1.2M | $5.15M | $3.96M | 330.47% |
Blue Zone Wealth Advisors Blue Zone Wealth Advisors LLC | 10,409 | $1.68M | $4.96M | $3.27M | 194.23% |
Pacific Capital Wealth Advisors Pacific Capital Wealth Advisors Inc. | 462 | $268,380.41 | $219,981.3 | -$48,399.11 | -18.03% |
PAX Financial Group PAX Financial Group LLC | 1,155 | $670,951.02 | $598,959.92 | -$71,991.1 | -10.73% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 3,509 | $586,665.2 | $1.67M | $1.08M | 184.8% |
Christian McGill CFC Planning Co. LLC | 437 | $88,898.9 | $226,619.47 | $137,720.57 | 154.92% |
Daniel Russell Naviter Wealth LLC | 19,100 | $3.01M | $9.23M | $6.22M | 206.79% |
| RR rosemary richard WCG Wealth Advisors LLC | 16,088 | $3.43M | $7.66M | $4.23M | 123.14% |
| YA Yinka Akinsola Blue Trust Inc. | 10,419 | $1.72M | $4.96M | $3.24M | 188.9% |
| DG Dana Glandien Siemens Fonds Invest GmbH | 54,120 | $5.72M | $25.77M | $20.05M | 350.86% |
Richard Zito Flynn Zito Capital Management LLC | 7,744 | $1.34M | $3.69M | $2.34M | 174.27% |
Jeff Ameen Spire Wealth Management | 24,458 | $3.56M | $11.65M | $8.08M | 227.02% |
Drew Waldron Canvas Wealth Advisors LLC | 40,261 | $4.04M | $19.17M | $15.13M | 374.73% |
Michelle Dubey Yousif Capital Management LLC | 174,214 | $22.83M | $82.95M | $60.12M | 263.34% |
Daren Blonski Fermata Advisors LLC | 2,501 | $697,459.9 | $1.19M | $493,391.22 | 70.74% |
| LWL Lauer Wealth LLC Lauer Wealth LLC | 1,154 | $163,752.6 | $549,477.09 | $385,724.49 | 235.55% |
Jason Kaplan Howard Capital Management Group LLC | 1,710 | $462,153.99 | $814,216.48 | $352,062.49 | 76.18% |