| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
SkyOak Wealth SkyOak Wealth LLC | 89,400 | $5.01M | $7.39M | $2.38M | 47.47% |
Adams Wealth Management Adams Wealth Management | 4,433 | $382,567.9 | $374,100.87 | -$8,467.03 | -2.21% |
| RR rosemary richard WCG Wealth Advisors LLC | 11,727 | $732,329.84 | $961,144.92 | $228,815.08 | 31.24% |
| YA Yinka Akinsola Blue Trust Inc. | 42,030 | $2M | $3.55M | $1.55M | 77.74% |
Jeff Ameen Spire Wealth Management | 1,245 | $85,430.53 | $106,684.05 | $21,253.52 | 24.88% |
| LWL Lauer Wealth LLC Lauer Wealth LLC | 2,657 | $214,021.48 | $224,277.37 | $10,255.89 | 4.79% |
Kyle P. Smith NewEdge Wealth LLC | 2,529 | $204,393.78 | $214,712.1 | $10,318.32 | 5.05% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 6,202 | $285,840.69 | $526,859.9 | $241,019.21 | 84.32% |
| CPS Chow Pak Sun Gordian Capital Singapore Pte Ltd. | 1 | $67.59 | $85 | $17.41 | 25.76% |
Joseph Castro Nuveen LLC | 3,853 | $311,400 | $325,501.44 | $14,101.44 | 4.53% |
Suzanne Cross JTC Employer Solutions Trustee Ltd | 32,152 | $2.76M | $2.66M | -$97,091.76 | -3.52% |
Richard Slavik Newbridge Financial Services Group Inc. | 380 | $25,684.2 | $32,102.4 | $6,418.2 | 24.99% |
| BO Brian Oliveira Clear Street Group Inc. | 51,993 | $4.2M | $4.47M | $270,623.82 | 6.44% |
Sima Elimelech Activest Wealth Management | 400 | $30,394.8 | $33,792 | $3,397.2 | 11.18% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 4,203 | $339,787 | $342,586.53 | $2,799.53 | 0.82% |
Bobby Adusumilli SJS Investment Consulting Inc. | 488 | $34,630.49 | $41,816.72 | $7,186.23 | 20.75% |
Joseph Allaria CarsonAllaria Wealth Management Ltd. | 3,893 | $179,696.96 | $330,126.4 | $150,429.44 | 83.71% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 3,257 | $263,230.74 | $279,092.33 | $15,861.59 | 6.03% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 4,214 | $199,761.89 | $347,739.28 | $147,977.39 | 74.08% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 947 | $72,917.34 | $80,002.56 | $7,085.22 | 9.72% |