| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Colton Groome Financial Advisors LLC Colton Groome Financial Advisors LLC | 1,026 | $170,677.8 | $238,134.6 | $67,456.8 | 39.52% |
Red Spruce Capital Red Spruce Capital LLC | 8,238 | $1.16M | $1.92M | $761,039.24 | 65.6% |
Austin Private Wealth Austin Private Wealth LLC | 5,667 | $1.05M | $1.32M | $265,921.81 | 25.32% |
SkyOak Wealth SkyOak Wealth LLC | 21,432 | $4.35M | $4.95M | $607,486.3 | 13.98% |
Adams Wealth Management Adams Wealth Management | 2,689 | $754,326.63 | $628,123.51 | -$126,203.12 | -16.73% |
Blue Zone Wealth Advisors Blue Zone Wealth Advisors LLC | 789 | $221,874.68 | $186,018.58 | -$35,856.1 | -16.16% |
Asio Capital Asio Capital LLC | 13,639 | $3.35M | $3.19M | -$161,393.41 | -4.82% |
Pacific Capital Wealth Advisors Pacific Capital Wealth Advisors Inc. | 1,014 | $169,866.72 | $236,464.8 | $66,598.08 | 39.21% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 3,097 | $756,315.6 | $716,181.25 | -$40,134.35 | -5.31% |
Michael Corrigan Advocate Group LLC | 36,351 | $5.07M | $8.51M | $3.44M | 67.93% |
Christian McGill CFC Planning Co. LLC | 14,120 | $3.43M | $3.29M | -$145,697.97 | -4.24% |
Daniel Russell Naviter Wealth LLC | 10,596 | $1.98M | $2.46M | $478,683.85 | 24.12% |
| RR rosemary richard WCG Wealth Advisors LLC | 13,507 | $3.92M | $3.12M | -$793,059.43 | -20.25% |
| YA Yinka Akinsola Blue Trust Inc. | 19,197 | $3.45M | $4.37M | $925,618.83 | 26.84% |
| DG Dana Glandien Siemens Fonds Invest GmbH | 26,561 | $5.74M | $6.14M | $401,750.57 | 7% |
Richard Zito Flynn Zito Capital Management LLC | 1,600 | $230,719.54 | $371,360 | $140,640.46 | 60.96% |
Jeff Ameen Spire Wealth Management | 12,099 | $1.7M | $2.83M | $1.13M | 66.65% |
Drew Waldron Canvas Wealth Advisors LLC | 1,553 | $376,163.69 | $358,944.89 | -$17,218.8 | -4.58% |
Michelle Dubey Yousif Capital Management LLC | 124,172 | $16.63M | $29.07M | $12.44M | 74.85% |
Eric Becker Guardian Wealth Advisors LLC | 1,387 | $221,792.35 | $322,838.12 | $101,045.77 | 45.56% |