| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Austin Private Wealth Austin Private Wealth LLC | 300,787 | $22.86M | $26.89M | $4.03M | 17.63% |
PAX Financial Group PAX Financial Group LLC | 7,559 | $609,104.22 | $676,076.96 | $66,972.74 | 11% |
| RR rosemary richard WCG Wealth Advisors LLC | 260,666 | $17.72M | $23.21M | $5.49M | 30.95% |
| YA Yinka Akinsola Blue Trust Inc. | 210 | $16,921.8 | $19,114.2 | $2,192.4 | 12.96% |
Jeff Ameen Spire Wealth Management | 768 | $58,307.14 | $69,427.2 | $11,120.06 | 19.07% |
Drew Waldron Canvas Wealth Advisors LLC | 57,073 | $3.65M | $5.09M | $1.45M | 39.76% |
Daren Blonski Fermata Advisors LLC | 23,983 | $2.26M | $2.14M | -$116,782.87 | -5.17% |
Kyle P. Smith NewEdge Wealth LLC | 2,361 | $227,812.89 | $212,513.61 | -$15,299.28 | -6.72% |
Jessica Clark Caerus Investment Advisors LLC | 2,727 | $219,741.66 | $243,575.64 | $23,833.98 | 10.85% |
Alexandria Fry Dentgroup LLC | 10,335 | $661,708.36 | $931,700.25 | $269,991.89 | 40.8% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 704,363 | $53.88M | $63.43M | $9.54M | 17.71% |
Kasey Fegan Corsicana & Co. | 3,292 | $317,645.08 | $294,057.9 | -$23,587.18 | -7.43% |
| TCL Therese C.D. Linden Bank of New Hampshire | 1,123 | $97,476.62 | $99,823.47 | $2,346.85 | 2.41% |
Bethany Wagner Level Financial Advisors | 66,724 | $3.62M | $6.02M | $2.4M | 66.2% |
Joseph Castro Nuveen LLC | 36,032 | $3.48M | $3.28M | -$197,009.47 | -5.67% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 106,861 | $9.42M | $9.54M | $120,904.91 | 1.28% |
S. Hardy Taylor Heritage Investment Group Inc. | 4,716 | $455,046.84 | $422,459.28 | -$32,587.56 | -7.16% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 8,927 | $729,447.31 | $794,860.08 | $65,412.77 | 8.97% |
Katie Smith Delos Wealth Advisors LLC | 2,303 | $185,575.74 | $205,715.47 | $20,139.73 | 10.85% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 51 | $2,998.29 | $4,533.39 | $1,535.1 | 51.2% |