| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Austin Private Wealth Austin Private Wealth LLC | 3,881 | $1.51M | $1.91M | $393,131.08 | 26% |
SkyOak Wealth SkyOak Wealth LLC | 5,597 | $1.66M | $2.75M | $1.09M | 65.94% |
Blue Zone Wealth Advisors Blue Zone Wealth Advisors LLC | 16,710 | $5.37M | $8.2M | $2.83M | 52.73% |
Asio Capital Asio Capital LLC | 950 | $357,234.53 | $466,364.5 | $109,129.97 | 30.55% |
PAX Financial Group PAX Financial Group LLC | 1,677 | $444,565 | $823,256.07 | $378,691.07 | 85.18% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 6,445 | $2.18M | $3.16M | $985,083.68 | 45.21% |
Daniel Russell Naviter Wealth LLC | 15,022 | $5.62M | $7.37M | $1.76M | 31.26% |
| RR rosemary richard WCG Wealth Advisors LLC | 97,253 | $48.17M | $47.74M | -$424,502.14 | -0.88% |
| YA Yinka Akinsola Blue Trust Inc. | 28,984 | $11.81M | $14.23M | $2.42M | 20.47% |
Jonathan J. Marshall Spectrum Investment Advisors Inc. | 1,806 | $759,315.84 | $886,583.46 | $127,267.62 | 16.76% |
| DG Dana Glandien Siemens Fonds Invest GmbH | 27,170 | $12.23M | $13.34M | $1.11M | 9.06% |
| RZ Richard Zito Flynn Zito Capital Management LLC | 2,831 | $1.01M | $1.39M | $380,262 | 37.67% |
Loraine Ell Better Money Decisions LLC | 949 | $253,797.5 | $465,873.59 | $212,076.09 | 83.56% |
| SD Stefan Dawidowski Mayar Capital Ltd. | 2,038 | $566,400.99 | $1M | $434,073.59 | 76.64% |
Jeff Ameen Spire Wealth Management | 21,925 | $8.4M | $10.76M | $2.36M | 28.11% |
| DW Drew Waldron Canvas Wealth Advisors LLC | 15,609 | $5.49M | $7.66M | $2.18M | 39.66% |
| MD Michelle Dubey Yousif Capital Management LLC | 197,284 | $59.43M | $96.85M | $37.41M | 62.95% |
| EB Eric Becker Guardian Wealth Advisors LLC | 560 | $160,135.69 | $274,909.6 | $114,773.91 | 71.67% |
Daren Blonski Fermata Advisors LLC | 3,382 | $1.41M | $1.66M | $250,936.71 | 17.81% |
| AL Acas LLC Acas LLC | 18,441 | $6.68M | $9.05M | $2.37M | 35.5% |