| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Austin Private Wealth Austin Private Wealth LLC | 572,437 | $33.23M | $45.92M | $12.69M | 38.21% |
Blue Zone Wealth Advisors Blue Zone Wealth Advisors LLC | 10,227 | $684,647.74 | $804,251.28 | $119,603.54 | 17.47% |
PAX Financial Group PAX Financial Group LLC | 213,523 | $13.68M | $17.13M | $3.45M | 25.22% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 124,962 | $7.73M | $9.83M | $2.1M | 27.14% |
| RR rosemary richard WCG Wealth Advisors LLC | 91,565 | $6.2M | $7.2M | $1M | 16.21% |
| YA Yinka Akinsola Blue Trust Inc. | 2.07M | $102.75M | $161.63M | $58.88M | 57.31% |
Jeff Ameen Spire Wealth Management | 238,127 | $11.98M | $18.6M | $6.61M | 55.17% |
Drew Waldron Canvas Wealth Advisors LLC | 9,926 | $533,451.65 | $796,263.72 | $262,812.07 | 49.27% |
Daren Blonski Fermata Advisors LLC | 18,882 | $1.48M | $1.51M | $33,843.45 | 2.29% |
Rajesh Chelapurath Ceera Investments LLC | 3,660 | $221,639.15 | $285,754.5 | $64,115.35 | 28.93% |
Donna Rittershausen Koss-Olinger Consulting LLC | 3,682 | $227,429.56 | $295,370.04 | $67,940.48 | 29.87% |
Kyle P. Smith NewEdge Wealth LLC | 274,625 | $15.62M | $21.36M | $5.75M | 36.8% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 43,834 | $3.49M | $3.52M | $21,371.56 | 0.61% |
John P. Quinn Vermillion & White Wealth Management Group LLC | 3,042 | $252,013 | $236,530.71 | -$15,482.29 | -6.14% |
Carrie Delgott Wescott Financial Advisory Group LLC | 597,473 | $30.86M | $47.93M | $17.07M | 55.32% |
Ben Rothwell Keystone Financial Services | 188,291 | $11.61M | $14.81M | $3.19M | 27.51% |
Shad Lamm Keystone Wealth Services LLC | 32,217 | $2.15M | $2.53M | $378,749.51 | 17.58% |
Alexandria Fry Dentgroup LLC | 3,575 | $240,311.5 | $278,510.37 | $38,198.87 | 15.9% |
Dipen Mehta Invst LLC | 149,866 | $9.42M | $11.79M | $2.36M | 25.1% |
Matthew Fong Seldon Capita LLP | 26,019 | $1.56M | $2.03M | $469,512.85 | 30.15% |