| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Pacific Capital Wealth Advisors Pacific Capital Wealth Advisors Inc. | 5,044 | $683,295.58 | $1.29M | $606,253.46 | 88.72% |
PAX Financial Group PAX Financial Group LLC | 9,164 | $1.8M | $2.34M | $545,656.37 | 30.36% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 46,352 | $7.04M | $11.85M | $4.81M | 68.35% |
Christian McGill CFC Planning Co. LLC | 1,090 | $239,331.34 | $278,669.4 | $39,338.06 | 16.44% |
Daniel Russell Naviter Wealth LLC | 66,626 | $11.64M | $17.03M | $5.4M | 46.36% |
| RR rosemary richard WCG Wealth Advisors LLC | 291,646 | $56.37M | $74.57M | $18.19M | 32.27% |
| YA Yinka Akinsola Blue Trust Inc. | 73,933 | $14.98M | $18.89M | $3.9M | 26.05% |
Jonathan J. Marshall Spectrum Investment Advisors Inc. | 1,899 | $435,711.34 | $485,498.34 | $49,787 | 11.43% |
| TA Terence Aquino Mane Global Capital Management LP | 2,137 | $493,262.34 | $546,345.42 | $53,083.08 | 10.76% |
| DG Dana Glandien Siemens Fonds Invest GmbH | 301,872 | $58.97M | $77.13M | $18.16M | 30.79% |
| RZ Richard Zito Flynn Zito Capital Management LLC | 17,752 | $2.91M | $4.54M | $1.63M | 55.79% |
Loraine Ell Better Money Decisions LLC | 6,686 | $866,848.46 | $1.71M | $842,594.59 | 97.2% |
Jeff Ameen Spire Wealth Management | 321,897 | $54.89M | $79.67M | $24.78M | 45.15% |
| DW Drew Waldron Canvas Wealth Advisors LLC | 111,684 | $17.92M | $28.47M | $10.55M | 58.9% |
| MD Michelle Dubey Yousif Capital Management LLC | 1.04M | $167.87M | $260.37M | $92.5M | 55.1% |
| EB Eric Becker Guardian Wealth Advisors LLC | 1,093 | $181,651.91 | $279,452.77 | $97,800.86 | 53.84% |
Daren Blonski Fermata Advisors LLC | 13,184 | $2.13M | $3.37M | $1.24M | 58.12% |
| AL Acas LLC Acas LLC | 23,815 | $3.73M | $6.09M | $2.36M | 63.35% |
| KB Kristina Bentzen Paradigm, Strategies in Wealth Management LLC | 3,417 | $563,366.23 | $873,641.47 | $310,275.24 | 55.08% |
Cole Holmlund Alaethes Wealth LLC | 42,167 | $6.85M | $10.78M | $3.93M | 57.31% |