| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Keebeck Wealth Management Keebeck Wealth Management LLC | 48,944 | $3.32M | $4.04M | $721,930.87 | 21.77% |
Daniel Russell Naviter Wealth LLC | 34,186 | $1.69M | $2.79M | $1.1M | 64.84% |
| RR rosemary richard WCG Wealth Advisors LLC | 52,018 | $3.25M | $4.28M | $1.03M | 31.5% |
| YA Yinka Akinsola Blue Trust Inc. | 470,409 | $18.54M | $35.83M | $17.3M | 93.31% |
Jeff Ameen Spire Wealth Management | 134,943 | $8.93M | $10.28M | $1.35M | 15.09% |
Daren Blonski Fermata Advisors LLC | 74,473 | $2.85M | $5.67M | $2.82M | 98.77% |
Cole Holmlund Alaethes Wealth LLC | 40,114 | $2.54M | $3.3M | $755,805.19 | 29.7% |
Melissa Tiscareno Bradley & Co. Private Wealth Management LLC | 24,021 | $1.08M | $1.96M | $878,080.95 | 81.03% |
Kyle P. Smith NewEdge Wealth LLC | 127,922 | $8.35M | $10.45M | $2.09M | 25.05% |
Mack, Connie Clarity Financial LLC | 6,796 | $345,997.96 | $517,651.32 | $171,653.36 | 49.61% |
Carrie Delgott Wescott Financial Advisory Group LLC | 14,006 | $498,190.91 | $1.07M | $568,646.11 | 114.14% |
Ben Rothwell Keystone Financial Services | 28,905 | $2.23M | $2.2M | -$31,389.77 | -1.41% |
Shad Lamm Keystone Wealth Services LLC | 15,943 | $1.01M | $1.21M | $206,871.63 | 20.53% |
Alexandria Fry Dentgroup LLC | 3,509 | $255,349.93 | $267,280.53 | $11,930.6 | 4.67% |
Dipen Mehta Invst LLC | 26,590 | $1.95M | $2.19M | $237,831.04 | 12.2% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 73,909 | $5.5M | $5.63M | $131,105.51 | 2.38% |
Joseph Castro Nuveen LLC | 26,420 | $1.99M | $2.18M | $184,939.2 | 9.27% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 3,740 | $300,893.35 | $284,875.8 | -$16,017.55 | -5.32% |
Suzanne Cross JTC Employer Solutions Trustee Ltd | 12,632 | $787,731.52 | $962,179.44 | $174,447.92 | 22.15% |
Hannah Tackett Penobscot Wealth Management | 3,546 | $298,750.96 | $270,098.82 | -$28,652.14 | -9.59% |