| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Keebeck Wealth Management Keebeck Wealth Management LLC | 3,441 | $2.11M | $3.25M | $1.14M | 54.23% |
Michael Corrigan Advocate Group LLC | 253 | $168,009.29 | $238,992.6 | $70,983.31 | 42.25% |
Daniel Russell Naviter Wealth LLC | 4,723 | $3.6M | $4.46M | $865,735.66 | 24.08% |
| RR rosemary richard WCG Wealth Advisors LLC | 12,166 | $10.64M | $11.49M | $848,833.55 | 7.97% |
| YA Yinka Akinsola Blue Trust Inc. | 6,859 | $6.12M | $6.48M | $361,921.9 | 5.92% |
Jonathan J. Marshall Spectrum Investment Advisors Inc. | 738 | $645,936.83 | $697,041 | $51,104.17 | 7.91% |
Terence Aquino Mane Global Capital Management LP | 534 | $524,046.9 | $504,363 | -$19,683.9 | -3.76% |
| DG Dana Glandien Siemens Fonds Invest GmbH | 17,160 | $14.84M | $16.21M | $1.37M | 9.24% |
Richard Zito Flynn Zito Capital Management LLC | 967 | $734,461.89 | $913,544.24 | $179,082.35 | 24.38% |
Loraine Ell Better Money Decisions LLC | 387 | $199,218 | $365,556.33 | $166,338.33 | 83.5% |
Jeff Ameen Spire Wealth Management | 29,995 | $19.85M | $28.34M | $8.48M | 42.73% |
Drew Waldron Canvas Wealth Advisors LLC | 1,958 | $1.44M | $1.85M | $405,697.02 | 28.1% |
Michelle Dubey Yousif Capital Management LLC | 48,367 | $27.27M | $45.69M | $18.43M | 67.58% |
Daren Blonski Fermata Advisors LLC | 1,148 | $887,667.84 | $1.08M | $196,721.48 | 22.16% |
| AL Acas LLC Acas LLC | 3,551 | $2.19M | $3.35M | $1.16M | 52.99% |
| KB Kristina Bentzen Paradigm, Strategies in Wealth Management LLC | 592 | $389,827.45 | $559,197.28 | $169,369.83 | 43.45% |
Cole Holmlund Alaethes Wealth LLC | 511 | $255,632.54 | $482,685.49 | $227,052.95 | 88.82% |
Jason Kaplan Howard Capital Management Group LLC | 53,104 | $28.72M | $50.15M | $21.44M | 74.65% |
Rajesh Chelapurath Ceera Investments LLC | 4,879 | $1.72M | $4.61M | $2.89M | 167.94% |
| RWP Ridgecrest Wealth Partners LLC Ridgecrest Wealth Partners LLC | 1,115 | $890,701.04 | $1.05M | $162,338.41 | 18.23% |