| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeff Ameen Spire Wealth Management | 43,312 | $1.47M | $2.24M | $771,117.22 | 52.52% |
Drew Waldron Canvas Wealth Advisors LLC | 12,464 | $475,156.54 | $672,557.44 | $197,400.9 | 41.54% |
Michelle Dubey Yousif Capital Management LLC | 738,216 | $32.26M | $38.17M | $5.9M | 18.3% |
Daren Blonski Fermata Advisors LLC | 11,430 | $528,252.24 | $616,762.8 | $88,510.56 | 16.76% |
| SMM Stephen Michael Mangold Tectonic Advisors LLC | 30,881 | $1.13M | $1.67M | $532,065.63 | 46.91% |
Jason Kaplan Howard Capital Management Group LLC | 15,746 | $616,752.96 | $809,186.94 | $192,433.98 | 31.2% |
| RWP Ridgecrest Wealth Partners LLC Ridgecrest Wealth Partners LLC | 12,120 | $498,474.97 | $626,482.8 | $128,007.83 | 25.68% |
Donna Rittershausen Koss-Olinger Consulting LLC | 6,324 | $275,764.2 | $341,243.04 | $65,478.84 | 23.74% |
Kyle P. Smith NewEdge Wealth LLC | 167,257 | $8.39M | $8.65M | $261,259.74 | 3.11% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 2,436 | $133,980 | $131,446.56 | -$2,533.44 | -1.89% |
Matthew Carney Nfj Investment Group LLC | 366,221 | $13.91M | $19.76M | $5.85M | 42.1% |
Carrie Delgott Wescott Financial Advisory Group LLC | 18,007 | $632,176.11 | $971,657.72 | $339,481.61 | 53.7% |
John Mezzasalma Mezzasalma Advisors LLC | 12,931 | $534,901.02 | $697,756.76 | $162,855.74 | 30.45% |
Dipen Mehta Invst LLC | 22,234 | $1.1M | $1.14M | $43,133.16 | 3.92% |
Matthew Fong Seldon Capita LLP | 5,502 | $208,635.84 | $286,021.47 | $77,385.63 | 37.09% |
Shawn M. McHugh WealthTrust Asset Management LLC | 22,656 | $1.07M | $1.17M | $99,006.72 | 9.23% |
Daniel Cesta Pinnacle Wealth Management Group Inc. | 3,584 | $169,594.88 | $184,181.76 | $14,586.88 | 8.6% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 139,558 | $6.34M | $7.22M | $878,597.38 | 13.85% |
Kasey Fegan Corsicana & Co. | 2,271 | $95,123.93 | $116,706.69 | $21,582.76 | 22.69% |
| YL Yosef Levy Y.D. More Investments Ltd. | 22,295 | $716,352.01 | $1.15M | $429,388.04 | 59.94% |