| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Colton Groome Financial Advisors LLC Colton Groome Financial Advisors LLC | 7,239 | $876,661.95 | $1.18M | $303,946.56 | 34.67% |
Red Spruce Capital Red Spruce Capital LLC | 3,868 | $435,310.54 | $622,399.88 | $187,089.34 | 42.98% |
SkyOak Wealth SkyOak Wealth LLC | 23,736 | $1.81M | $3.82M | $2.01M | 111.01% |
Adams Wealth Management Adams Wealth Management | 4,986 | $480,370.02 | $812,094.75 | $331,724.73 | 69.06% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 28,691 | $3.28M | $4.6M | $1.32M | 40.31% |
Michael Corrigan Advocate Group LLC | 76,623 | $6.9M | $12.42M | $5.53M | 80.18% |
| YA Yinka Akinsola Blue Trust Inc. | 3,874 | $512,799.04 | $624,023.93 | $111,224.89 | 21.69% |
| DG Dana Glandien Siemens Fonds Invest GmbH | 49,505 | $5.52M | $7.93M | $2.42M | 43.85% |
Richard Zito Flynn Zito Capital Management LLC | 1,399 | $200,266.84 | $228,148.92 | $27,882.08 | 13.92% |
Jeff Ameen Spire Wealth Management | 4,170 | $430,521.08 | $676,165.5 | $245,644.42 | 57.06% |
Drew Waldron Canvas Wealth Advisors LLC | 1,432 | $204,990.79 | $230,738.16 | $25,747.37 | 12.56% |
Michelle Dubey Yousif Capital Management LLC | 101,722 | $9.4M | $16.49M | $7.1M | 75.52% |
Eric Becker Guardian Wealth Advisors LLC | 4,042 | $371,184.19 | $647,770.92 | $276,586.73 | 74.51% |
Daren Blonski Fermata Advisors LLC | 1,367 | $212,021.71 | $220,784.17 | $8,762.46 | 4.13% |
| AL Acas LLC Acas LLC | 4,375 | $428,783.65 | $703,806.25 | $275,022.6 | 64.14% |
| SMM Stephen Michael Mangold Tectonic Advisors LLC | 3,921 | $514,356.74 | $631,986.78 | $117,630.04 | 22.87% |
Jason Kaplan Howard Capital Management Group LLC | 2,030 | $193,108.18 | $327,784.1 | $134,675.92 | 69.74% |
Marc Trottier Coerente Capital Management | 7,950 | $871,638 | $1.28M | $411,969 | 47.26% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 3,368 | $267,002.94 | $539,503.08 | $272,500.14 | 102.06% |
Melissa Tiscareno Bradley & Co. Private Wealth Management LLC | 35 | $4,591.3 | $5,673.15 | $1,081.85 | 23.56% |