| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Austin Private Wealth Austin Private Wealth LLC | 7,537 | $384,018.36 | $567,460.73 | $183,442.37 | 47.77% |
SkyOak Wealth SkyOak Wealth LLC | 5,325 | $284,794.75 | $400,919.25 | $116,124.5 | 40.77% |
Asio Capital Asio Capital LLC | 3,248 | $190,139.88 | $245,353.92 | $55,214.04 | 29.04% |
PAX Financial Group PAX Financial Group LLC | 8,374 | $523,446.28 | $630,478.46 | $107,032.18 | 20.45% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 3,850 | $192,877.3 | $289,866.5 | $96,989.2 | 50.29% |
| RR rosemary richard WCG Wealth Advisors LLC | 72,573 | $4.45M | $5.46M | $1.01M | 22.73% |
| YA Yinka Akinsola Blue Trust Inc. | 11,338 | $679,381.39 | $854,204.92 | $174,823.53 | 25.73% |
Loraine Ell Better Money Decisions LLC | 140,957 | $7.52M | $10.61M | $3.09M | 41.08% |
Jeff Ameen Spire Wealth Management | 128,960 | $6.58M | $9.75M | $3.17M | 48.11% |
| DW Drew Waldron Canvas Wealth Advisors LLC | 10,159 | $641,438.63 | $768,071.19 | $126,632.56 | 19.74% |
| EB Eric Becker Guardian Wealth Advisors LLC | 252,758 | $13.9M | $19.03M | $5.13M | 36.9% |
| PP Peter Platt Platt Investment Counsel LLC | 286,085 | $14.55M | $21.54M | $6.99M | 48.04% |
Daren Blonski Fermata Advisors LLC | 6,299 | $378,392.81 | $474,566.66 | $96,173.85 | 25.42% |
| AL Acas LLC Acas LLC | 3,173 | $196,789.46 | $238,895.17 | $42,105.71 | 21.4% |
| KB Kristina Bentzen Paradigm, Strategies in Wealth Management LLC | 3,484 | $211,795.78 | $262,310.36 | $50,514.58 | 23.85% |
| SMM Stephen Michael Mangold Tectonic Advisors LLC | 178,520 | $9.42M | $13.49M | $4.07M | 43.16% |
| RC Rajesh Chelapurath Ceera Investments LLC | 3,986 | $221,060.25 | $300,105.94 | $79,045.69 | 35.76% |
| JAT Jeremiah Anthony Thisse Ashford Advisors LLC | 6,250 | $392,238.2 | $470,562.5 | $78,324.3 | 19.97% |
| DR Donna Rittershausen Koss-Olinger Consulting LLC | 10,208 | $605,156.46 | $769,070.72 | $163,914.26 | 27.09% |
Kyle P. Smith NewEdge Wealth LLC | 410,673 | $26.08M | $30.94M | $4.86M | 18.61% |