| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Schwarz Dygos Wheeler Investment Schwarz Dygos Wheeler Investment Advisors LLC | 119,877 | $12.81M | $19.4M | $6.59M | 51.47% |
SkyOak Wealth SkyOak Wealth LLC | 4,334 | $498,995.28 | $701,371.22 | $202,375.94 | 40.56% |
Asio Capital Asio Capital LLC | 1,500 | $213,150 | $242,745 | $29,595 | 13.88% |
Pacific Capital Wealth Advisors Pacific Capital Wealth Advisors Inc. | 2,209 | $267,244.82 | $357,482.47 | $90,237.65 | 33.77% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 31,180 | $3.99M | $5.05M | $1.05M | 26.4% |
| YA Yinka Akinsola Blue Trust Inc. | 885 | $95,261.4 | $143,219.55 | $47,958.15 | 50.34% |
Jeff Ameen Spire Wealth Management | 4,039 | $480,271.49 | $653,631.37 | $173,359.88 | 36.1% |
Jennifer Easley Gitterman Wealth Management LLC | 1,431 | $190,051.11 | $231,578.73 | $41,527.62 | 21.85% |
Kyle P. Smith NewEdge Wealth LLC | 20,329 | $2.59M | $3.29M | $695,527.76 | 26.81% |
John P. Quinn Vermillion & White Wealth Management Group LLC | 3,450 | $522,364.5 | $558,313.5 | $35,949 | 6.88% |
Jessica Clark Caerus Investment Advisors LLC | 16,920 | $2.11M | $2.74M | $632,916.8 | 30.06% |
| EBA Eagle Bay Advisors LLC Eagle Bay Advisors LLC | 38,710 | $4.77M | $6.26M | $1.5M | 31.38% |
John Mezzasalma Mezzasalma Advisors LLC | 3,557 | $467,771.43 | $575,629.31 | $107,857.88 | 23.06% |
| SL Shad Lamm Keystone Wealth Services LLC | 4,420 | $538,088.43 | $715,288.6 | $177,200.17 | 32.93% |
Alexandria Fry Dentgroup LLC | 1,519 | $203,986.51 | $245,819.77 | $41,833.26 | 20.51% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 16,487 | $2.14M | $2.67M | $527,442.11 | 24.64% |
Kasey Fegan Corsicana & Co. | 341 | $39,767.42 | $55,184.03 | $15,416.61 | 38.77% |
| TCL Therese C.D. Linden Bank of New Hampshire | 3,500 | $412,050.5 | $566,405 | $154,354.5 | 37.46% |
| JNM Jay Nelsen Myers Treynor Bancshares Inc. | 1,594 | $172,430.78 | $257,957.02 | $85,526.24 | 49.6% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 1,307 | $204,284.1 | $211,511.81 | $7,227.71 | 3.54% |