| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Austin Private Wealth Austin Private Wealth LLC | 660,825 | $39.91M | $51.98M | $12.07M | 30.25% |
Blue Zone Wealth Advisors Blue Zone Wealth Advisors LLC | 15,701 | $1.07M | $1.23M | $159,518.37 | 14.9% |
PAX Financial Group PAX Financial Group LLC | 286,610 | $16.73M | $22.54M | $5.81M | 34.75% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 233,006 | $12.6M | $18.33M | $5.73M | 45.45% |
| RR rosemary richard WCG Wealth Advisors LLC | 123,242 | $7.54M | $9.69M | $2.16M | 28.65% |
| YA Yinka Akinsola Blue Trust Inc. | 176,447 | $10.38M | $13.87M | $3.49M | 33.6% |
Jeff Ameen Spire Wealth Management | 119,881 | $6.04M | $9.41M | $3.37M | 55.87% |
Daren Blonski Fermata Advisors LLC | 16,372 | $1.09M | $1.29M | $192,964.7 | 17.63% |
| DR Donna Rittershausen Koss-Olinger Consulting LLC | 76,064 | $4.03M | $5.98M | $1.95M | 48.25% |
Kyle P. Smith NewEdge Wealth LLC | 61,218 | $3.8M | $4.81M | $1.01M | 26.6% |
Mack, Connie Clarity Financial LLC | 3,146 | $213,399.35 | $247,369.98 | $33,970.63 | 15.92% |
John P. Quinn Vermillion & White Wealth Management Group LLC | 8,872 | $468,531.48 | $697,605.36 | $229,073.88 | 48.89% |
| CAL CSM Advisors LLC CSM Advisors LLC | 187,565 | $9.76M | $14.75M | $4.99M | 51.14% |
Ben Rothwell Keystone Financial Services | 247,590 | $15.11M | $19.47M | $4.35M | 28.8% |
| SL Shad Lamm Keystone Wealth Services LLC | 12,682 | $754,498.96 | $998,834.32 | $244,335.36 | 32.38% |
Alexandria Fry Dentgroup LLC | 41,467 | $2.34M | $3.26M | $917,279.24 | 39.15% |
| DM Dipen Mehta Invst LLC | 146,107 | $8.89M | $11.51M | $2.62M | 29.43% |
Matthew Fong Seldon Capita LLP | 31,000 | $1.56M | $2.44M | $875,130 | 56.02% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 383,014 | $22.6M | $30.17M | $7.56M | 33.46% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 36,259 | $2.61M | $2.85M | $236,205.39 | 9.05% |