| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Adams Wealth Management Adams Wealth Management | 28,012 | $4.75M | $8.09M | $3.34M | 70.25% |
| RR rosemary richard WCG Wealth Advisors LLC | 10,592 | $1.71M | $3.02M | $1.3M | 76.04% |
| YA Yinka Akinsola Blue Trust Inc. | 1,562 | $271,220.29 | $457,790.94 | $186,570.65 | 68.79% |
Jeff Ameen Spire Wealth Management | 8,174 | $1.1M | $2.39M | $1.28M | 116.02% |
| RWP Ridgecrest Wealth Partners LLC Ridgecrest Wealth Partners LLC | 906 | $258,735.47 | $264,293.79 | $5,558.32 | 2.15% |
Chris Williams Applied Capital LLC | 856 | $244,456.47 | $247,722.12 | $3,265.65 | 1.34% |
Shad Lamm Keystone Wealth Services LLC | 864 | $246,741.11 | $247,479.84 | $738.73 | 0.3% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 4,520 | $995,593.81 | $1.31M | $313,307.79 | 31.47% |
Joseph Castro Nuveen LLC | 2,695 | $769,639 | $789,850.56 | $20,211.56 | 2.63% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 1,339 | $300,832.71 | $383,208.41 | $82,375.7 | 27.38% |
Kurt Van Dyken Lifeworks Advisors LLC | 56,502 | $10.29M | $16.18M | $5.9M | 57.31% |
Jodi Greenlund Financial Council LLC | 1,036 | $204,319.92 | $302,543.08 | $98,223.16 | 48.07% |
Eddie Wilcox Rollins Financial Advisors LLC | 1,566 | $289,731.87 | $452,918.52 | $163,186.65 | 56.32% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 239 | $68,253.62 | $69,788 | $1,534.38 | 2.25% |
Andrew Endelman Independent Wealth Network Inc. | 2,206 | $408,813.76 | $631,875.61 | $223,061.85 | 54.56% |
Matthew Liebman Amplius Wealth Advisors LLC | 983 | $280,725.13 | $281,806.44 | $1,081.31 | 0.39% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 19,001 | $4.15M | $5.55M | $1.39M | 33.56% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 4,956 | $963,692.39 | $1.45M | $488,812.03 | 50.72% |
Michael Abram INTEGRAL INVESTMENT ADVISORS Inc. | 836 | $238,744.87 | $241,010.44 | $2,265.57 | 0.95% |
| LMM Lynn M. Magnus Long Run Wealth Advisors LLC | 1,459 | $213,339.07 | $426,071.77 | $212,732.7 | 99.72% |