| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Austin Private Wealth Austin Private Wealth LLC | 332,981 | $11.57M | $14.81M | $3.25M | 28.08% |
| RR rosemary richard WCG Wealth Advisors LLC | 52,690 | $1.58M | $2.39M | $815,094.97 | 51.64% |
| YA Yinka Akinsola Blue Trust Inc. | 26,959 | $901,908.47 | $1.22M | $322,434.51 | 35.75% |
Loraine Ell Better Money Decisions LLC | 18,203 | $479,109.19 | $826,689.24 | $347,580.05 | 72.55% |
Jeff Ameen Spire Wealth Management | 4,552 | $169,357.78 | $206,774.6 | $37,416.82 | 22.09% |
Drew Waldron Canvas Wealth Advisors LLC | 181,125 | $7.43M | $8.23M | $798,901.98 | 10.75% |
Daren Blonski Fermata Advisors LLC | 13,269 | $588,612.84 | $602,611.63 | $13,998.79 | 2.38% |
| RWP Ridgecrest Wealth Partners LLC Ridgecrest Wealth Partners LLC | 6,544 | $209,080.8 | $297,293.92 | $88,213.12 | 42.19% |
Kyle P. Smith NewEdge Wealth LLC | 16,201 | $468,657.98 | $735,768.41 | $267,110.43 | 56.99% |
Jessica Clark Caerus Investment Advisors LLC | 126,041 | $3.68M | $5.72M | $2.04M | 55.35% |
Chris Williams Applied Capital LLC | 1.4M | $36.64M | $63.73M | $27.09M | 73.95% |
Ben Rothwell Keystone Financial Services | 19,745 | $682,273.29 | $897,015.35 | $214,742.06 | 31.47% |
Shad Lamm Keystone Wealth Services LLC | 12,697 | $367,832.09 | $576,634.25 | $208,802.16 | 56.77% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 17.61M | $615.41M | $799.63M | $184.22M | 29.93% |
Joseph Castro Nuveen LLC | 120,776 | $5.36M | $5.49M | $127,449.04 | 2.38% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 975,919 | $36.34M | $44.35M | $8.01M | 22.03% |
Spencer Rand Five Oceans Advisors | 375,368 | $10.28M | $17.05M | $6.76M | 65.77% |
S. Hardy Taylor Heritage Investment Group Inc. | 2.29M | $59.23M | $104.22M | $44.99M | 75.96% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 122,184 | $4.88M | $5.55M | $667,805.15 | 13.67% |
| SK Samira Kadam Cherry Creek Investment Advisors Inc. | 18,157 | $423,058.1 | $824,600.15 | $401,542.05 | 94.91% |