| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Austin Private Wealth Austin Private Wealth LLC | 3,161 | $234,306.41 | $511,923.95 | $277,617.54 | 118.48% |
SkyOak Wealth SkyOak Wealth LLC | 1,500 | $230,430 | $242,925 | $12,495 | 5.42% |
Adams Wealth Management Adams Wealth Management | 5,584 | $446,266.74 | $916,948.64 | $470,681.9 | 105.47% |
PAX Financial Group PAX Financial Group LLC | 16,905 | $1.53M | $2.84M | $1.31M | 85.72% |
Christian McGill CFC Planning Co. LLC | 13,141 | $1.15M | $2.21M | $1.06M | 92.84% |
| RR rosemary richard WCG Wealth Advisors LLC | 37,203 | $2.95M | $5.95M | $3M | 101.49% |
| YA Yinka Akinsola Blue Trust Inc. | 8,430 | $711,556.43 | $1.37M | $653,682.07 | 91.87% |
| DG Dana Glandien Siemens Fonds Invest GmbH | 39,874 | $4.03M | $6.38M | $2.35M | 58.42% |
Jeff Ameen Spire Wealth Management | 3,558 | $290,759.76 | $576,218.1 | $285,458.34 | 98.18% |
Michelle Dubey Yousif Capital Management LLC | 65,387 | $4.71M | $10.59M | $5.88M | 125.06% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 35,134 | $2.58M | $5.69M | $3.11M | 120.64% |
Kyle P. Smith NewEdge Wealth LLC | 421,954 | $31.82M | $69.29M | $37.47M | 117.78% |
John Ledford FWG Holdings LLC | 2,260 | $347,181.2 | $361,600 | $14,418.8 | 4.15% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 5,761 | $602,725.42 | $921,760 | $319,034.58 | 52.93% |
Jessica Clark Caerus Investment Advisors LLC | 6,144 | $526,187.4 | $983,040 | $456,852.6 | 86.82% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 21,084 | $1.8M | $3.38M | $1.57M | 87.45% |
| YL Yosef Levy Y.D. More Investments Ltd. | 25,757 | $2.2M | $4.33M | $2.13M | 96.67% |
Joseph Castro Nuveen LLC | 2.17M | $199.04M | $357.07M | $158.02M | 79.39% |
Spencer Rand Five Oceans Advisors | 1,648 | $253,165.76 | $266,893.6 | $13,727.84 | 5.42% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 11,340 | $1.15M | $1.84M | $686,294.19 | 59.67% |