| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeff Ameen Spire Wealth Management | 294 | $9,987.18 | $10,775.1 | $787.92 | 7.89% |
Drew Waldron Canvas Wealth Advisors LLC | 7,543 | $197,626.6 | $275,998.37 | $78,371.77 | 39.66% |
Chris Williams Applied Capital LLC | 74,069 | $1.78M | $2.7M | $925,122.64 | 52.06% |
Carrie Delgott Wescott Financial Advisory Group LLC | 5,771 | $188,894.75 | $212,315.09 | $23,420.34 | 12.4% |
Ben Rothwell Keystone Financial Services | 14,202 | $353,061.72 | $523,910.36 | $170,848.64 | 48.39% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 3.49M | $92.11M | $127.42M | $35.3M | 38.33% |
Joseph Castro Nuveen LLC | 42,765 | $1.58M | $1.56M | -$11,093.3 | -0.7% |
| JNM Jay Nelsen Myers Treynor Bancshares Inc. | 156,658 | $4.06M | $5.71M | $1.65M | 40.49% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 111,577 | $3.02M | $4.08M | $1.07M | 35.41% |
Spencer Rand Five Oceans Advisors | 19,000 | $444,132.99 | $699,010 | $254,877.01 | 57.39% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 94,607 | $2.96M | $3.45M | $491,943.94 | 16.63% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 2,127 | $54,068.34 | $77,699.1 | $23,630.76 | 43.71% |
Andrew Endelman Independent Wealth Network Inc. | 29,532 | $851,298.78 | $1.08M | $229,277.1 | 26.93% |
Janet Messer FRG Family Wealth Advisors LLC | 6,848 | $214,986.12 | $252,109.12 | $37,123 | 17.27% |
Bobby Adusumilli SJS Investment Consulting Inc. | 260,306 | $6.79M | $9.54M | $2.75M | 40.59% |
Rebecca Loeffler Corus Family Wealth Advisors | 32,339 | $964,257.87 | $1.18M | $216,600.71 | 22.46% |
| CB Charles Brewster Brewster Financial Planning LLC | 24,537 | $635,526.27 | $895,612.77 | $260,086.5 | 40.92% |
Olalekan F. Adeduji Washington Trust Advisors Inc. | 4,374 | $120,432.53 | $159,694.74 | $39,262.21 | 32.6% |
Marc Dacanay Geometric Wealth Advisors | 7.78M | $184.06M | $284.45M | $100.39M | 54.54% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 917 | $31,150.49 | $33,543.86 | $2,393.37 | 7.68% |