| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bank Hapoalim B.M. Bank Hapoalim B.M. | 4,543 | $1.6M | $2.33M | $732,277.22 | 45.8% |
Private Capital Private Capital Management | 1,150 | $398,666.67 | $590,134 | $191,467.33 | 48.03% |
Winthrop Advisory Group Winthrop Advisory Group LLC | 888 | $65.23 | $455,686.08 | $455,620.85 | 698,483.6% |
Washburn Capital Management Washburn Capital Management Inc. | 89,924 | $29,726.38 | $46.15M | $46.12M | 155,133.84% |
SkyOak Wealth SkyOak Wealth LLC | 1,251 | $1,351.91 | $641,963.16 | $640,611.25 | 47,385.64% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 730 | $248,505.33 | $374,606.8 | $126,101.47 | 50.74% |
| YA Yinka Akinsola Blue Trust Inc. | 748 | $299,503.74 | $383,843.68 | $84,339.94 | 28.16% |
| JA Jeff Ameen Spire Wealth Management | 4,579 | $1.97M | $2.35M | $382,704.81 | 19.46% |
| AL Acas LLC Acas LLC | 1,695 | $625,602.75 | $869,806.2 | $244,203.45 | 39.03% |
| KB Kristina Bentzen Paradigm, Strategies in Wealth Management LLC | 996 | $328,859.28 | $511,107.36 | $182,248.08 | 55.42% |
| RWP Ridgecrest Wealth Partners LLC Ridgecrest Wealth Partners LLC | 644 | $222,147.8 | $330,475.04 | $108,327.24 | 48.76% |
| JAT Jeremiah Anthony Thisse Ashford Advisors LLC | 4,000 | $1.26M | $2.05M | $789,966.02 | 62.56% |
| MT Melissa Tiscareno Bradley & Co. Private Wealth Management LLC | 1,028 | $438,955.96 | $527,528.48 | $88,572.52 | 20.18% |
| KPS Kyle P. Smith NewEdge Wealth LLC | 9,790 | $4.2M | $5.02M | $819,161.8 | 19.48% |
| JL John Ledford FWG Holdings LLC | 3,281 | $1.13M | $1.68M | $552,237.27 | 48.81% |
| SL Shad Lamm Keystone Wealth Services LLC | 1,309 | $518,213.68 | $671,726.44 | $153,512.76 | 29.62% |
| KT Kurt Threlfall NSI Retail Advisors LLC | 30,200 | $12.78M | $15.5M | $2.72M | 21.28% |
| DC Daniel Cesta Pinnacle Wealth Management Group Inc. | 967 | $385,632.42 | $496,225.72 | $110,593.3 | 28.68% |
| JY Jeffery Yorg Focus Partners Advisor Solutions LLC | 3,253 | $1.44M | $1.67M | $228,287.56 | 15.84% |
| SC Suzanne Cross JTC Employer Solutions Trustee Ltd | 6,868 | $2.33M | $3.52M | $1.19M | 51.27% |