| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
PAX Financial Group PAX Financial Group LLC | 117,311 | $7.3M | $9.38M | $2.08M | 28.45% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 168,799 | $9.47M | $13.38M | $3.91M | 41.29% |
| RR rosemary richard WCG Wealth Advisors LLC | 49,566 | $3.31M | $3.93M | $627,840.43 | 18.99% |
| YA Yinka Akinsola Blue Trust Inc. | 73,685 | $4.68M | $5.83M | $1.16M | 24.72% |
Jeff Ameen Spire Wealth Management | 114,765 | $5.78M | $9.09M | $3.31M | 57.22% |
Daren Blonski Fermata Advisors LLC | 16,040 | $1.08M | $1.28M | $198,993.74 | 18.48% |
Donna Rittershausen Koss-Olinger Consulting LLC | 11,501 | $610,013.04 | $918,929.9 | $308,916.86 | 50.64% |
Kyle P. Smith NewEdge Wealth LLC | 60,360 | $3.75M | $4.77M | $1.02M | 27.22% |
Mack, Connie Clarity Financial LLC | 3,146 | $213,399.35 | $251,506.97 | $38,107.62 | 17.86% |
John P. Quinn Vermillion & White Wealth Management Group LLC | 8,826 | $466,134.92 | $697,121.61 | $230,986.69 | 49.55% |
| CAL CSM Advisors LLC CSM Advisors LLC | 172,522 | $9.18M | $13.69M | $4.52M | 49.2% |
Ben Rothwell Keystone Financial Services | 115,581 | $7.37M | $9.24M | $1.88M | 25.47% |
Matt Hunter Heartland Bank & Trust Co. | 2,641 | $202,168.55 | $210,949.87 | $8,781.32 | 4.34% |
Shad Lamm Keystone Wealth Services LLC | 11,081 | $676,162.03 | $880,219.23 | $204,057.2 | 30.18% |
Alexandria Fry Dentgroup LLC | 41,467 | $2.34M | $3.28M | $936,577.98 | 39.97% |
Dipen Mehta Invst LLC | 59,924 | $3.8M | $4.76M | $955,787.8 | 25.13% |
Matthew Fong Seldon Capita LLP | 31,000 | $1.56M | $2.45M | $889,235 | 56.93% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 615,971 | $40.44M | $48.73M | $8.29M | 20.5% |
Joseph Castro Nuveen LLC | 32,635 | $2.5M | $2.56M | $62,005.75 | 2.48% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 5,381 | $405,894.75 | $427,412.83 | $21,518.08 | 5.3% |