| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Winthrop Advisory Group Winthrop Advisory Group LLC | 2,079 | $258,669.18 | $252,452.97 | -$6,216.21 | -2.4% |
Austin Private Wealth Austin Private Wealth LLC | 50,154 | $4.86M | $6.09M | $1.23M | 25.41% |
PAX Financial Group PAX Financial Group LLC | 117,818 | $13.22M | $14.68M | $1.46M | 11.08% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 78,081 | $8.13M | $9.84M | $1.7M | 20.95% |
| RR rosemary richard WCG Wealth Advisors LLC | 48,789 | $6.07M | $6.18M | $113,678.37 | 1.87% |
| YA Yinka Akinsola Blue Trust Inc. | 70,703 | $7.85M | $8.59M | $737,115.02 | 9.39% |
Jeff Ameen Spire Wealth Management | 18,666 | $1.83M | $2.27M | $432,835.33 | 23.6% |
Drew Waldron Canvas Wealth Advisors LLC | 9,962 | $1.04M | $1.21M | $166,912.56 | 16.01% |
Daren Blonski Fermata Advisors LLC | 3,553 | $361,541.7 | $431,440.79 | $69,899.09 | 19.33% |
Donna Rittershausen Koss-Olinger Consulting LLC | 7,123 | $811,452.16 | $898,922.6 | $87,470.44 | 10.78% |
Melissa Tiscareno Bradley & Co. Private Wealth Management LLC | 422 | $42,394.12 | $53,256.4 | $10,862.28 | 25.62% |
Kyle P. Smith NewEdge Wealth LLC | 53,151 | $5.99M | $6.71M | $721,628.53 | 12.06% |
Jonathan Guyton Cornerstone Wealth Advisors Inc. | 8,654 | $740,266.19 | $1.05M | $310,589.03 | 41.96% |
Carrie Delgott Wescott Financial Advisory Group LLC | 14,766 | $1.56M | $1.79M | $229,166.23 | 14.65% |
Ben Rothwell Keystone Financial Services | 108,877 | $11.91M | $13.57M | $1.65M | 13.88% |
Shad Lamm Keystone Wealth Services LLC | 17,540 | $1.81M | $2.19M | $376,425.88 | 20.8% |
Alexandria Fry Dentgroup LLC | 7,963 | $810,920.31 | $966,947.09 | $156,026.78 | 19.24% |
Dipen Mehta Invst LLC | 69,181 | $7.77M | $8.77M | $999,249.68 | 12.86% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 19,406 | $2.22M | $2.42M | $195,683.79 | 8.8% |
Joseph Castro Nuveen LLC | 12,658 | $1.57M | $1.59M | $19,619.26 | 1.25% |