| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Asio Capital Asio Capital LLC | 30,500 | $523,380 | $608,322.5 | $84,942.5 | 16.23% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 314,060 | $3.54M | $6.33M | $2.8M | 79.14% |
Daniel Russell Naviter Wealth LLC | 21,099 | $377,286.4 | $425,250.34 | $47,963.94 | 12.71% |
| RR rosemary richard WCG Wealth Advisors LLC | 57,238 | $936,752.27 | $1.16M | $221,458.66 | 23.64% |
| YA Yinka Akinsola Blue Trust Inc. | 15,924 | $276,383.56 | $322,461 | $46,077.44 | 16.67% |
Richard Zito Flynn Zito Capital Management LLC | 26,604 | $423,493.67 | $533,410.2 | $109,916.53 | 25.95% |
Jeff Ameen Spire Wealth Management | 83,583 | $1.29M | $1.66M | $370,427.68 | 28.69% |
Drew Waldron Canvas Wealth Advisors LLC | 38,672 | $663,775.92 | $778,274 | $114,498.08 | 17.25% |
Daren Blonski Fermata Advisors LLC | 27,451 | $485,722.87 | $551,765.1 | $66,042.23 | 13.6% |
| SMM Stephen Michael Mangold Tectonic Advisors LLC | 793,525 | $12.64M | $15.99M | $3.35M | 26.54% |
Michael Puryear Westwood Wealth Management | 15,546 | $300,029.52 | $315,117.42 | $15,087.9 | 5.03% |
Kyle P. Smith NewEdge Wealth LLC | 186,223 | $2.99M | $3.72M | $730,676.74 | 24.43% |
Carrie Delgott Wescott Financial Advisory Group LLC | 21,519 | $354,848.31 | $433,495.95 | $78,647.64 | 22.16% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 26,169 | $505,061.7 | $523,903.38 | $18,841.68 | 3.73% |
| YW Yedi Wong Philosophy Capital Management LLC | 2.42M | $30.52M | $48.83M | $18.32M | 60.03% |
Kasey Fegan Corsicana & Co. | 51,240 | $550,555.2 | $1.03M | $482,699.4 | 87.68% |
| TCL Therese C.D. Linden Bank of New Hampshire | 16,367 | $264,509.82 | $330,286.06 | $65,776.24 | 24.87% |
Joseph Castro Nuveen LLC | 2.19M | $40.66M | $44.28M | $3.61M | 8.89% |
| TSR Ted S. Rich RiverTree Advisors LLC | 17,500 | $193,025 | $350,700 | $157,675 | 81.69% |
Katie Smith Delos Wealth Advisors LLC | 224 | $3,693.76 | $4,513.6 | $819.84 | 22.2% |