| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Austin Private Wealth Austin Private Wealth LLC | 3,161 | $234,306.41 | $534,857 | $300,550.59 | 128.27% |
SkyOak Wealth SkyOak Wealth LLC | 1,500 | $230,430 | $252,195 | $21,765 | 9.45% |
Adams Wealth Management Adams Wealth Management | 5,584 | $446,266.74 | $979,210.24 | $532,943.5 | 119.42% |
PAX Financial Group PAX Financial Group LLC | 16,905 | $1.53M | $2.86M | $1.33M | 86.61% |
Christian McGill CFC Planning Co. LLC | 13,141 | $1.15M | $2.37M | $1.22M | 106.29% |
| RR rosemary richard WCG Wealth Advisors LLC | 37,203 | $2.95M | $6.22M | $3.26M | 110.39% |
| YA Yinka Akinsola Blue Trust Inc. | 8,614 | $739,822.51 | $1.59M | $845,584.22 | 114.3% |
| DG Dana Glandien Siemens Fonds Invest GmbH | 39,874 | $4.03M | $6.66M | $2.63M | 65.26% |
Jeff Ameen Spire Wealth Management | 3,558 | $290,759.76 | $647,235.78 | $356,476.02 | 122.6% |
Michelle Dubey Yousif Capital Management LLC | 59,634 | $4.29M | $10.85M | $6.56M | 152.78% |
Daren Blonski Fermata Advisors LLC | 1,431 | $255,805.55 | $242,039.34 | -$13,766.21 | -5.38% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 29,718 | $2.25M | $5.39M | $3.14M | 139.41% |
Kyle P. Smith NewEdge Wealth LLC | 421,954 | $31.82M | $76.05M | $44.23M | 139.03% |
John Ledford FWG Holdings LLC | 2,260 | $347,181.2 | $390,437.6 | $43,256.4 | 12.46% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 5,761 | $602,725.42 | $979,571.63 | $376,846.21 | 62.52% |
Jessica Clark Caerus Investment Advisors LLC | 6,144 | $526,187.4 | $1.04M | $509,138.04 | 96.76% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 21,084 | $1.8M | $3.79M | $1.99M | 110.56% |
| YL Yosef Levy Y.D. More Investments Ltd. | 25,757 | $2.2M | $4.31M | $2.1M | 95.39% |
Joseph Castro Nuveen LLC | 2.17M | $199.04M | $400.21M | $201.17M | 101.07% |
Spencer Rand Five Oceans Advisors | 1,648 | $253,165.76 | $278,924 | $25,758.24 | 10.17% |