| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Asio Capital Asio Capital LLC | 60,950 | $6.06M | $8.9M | $2.84M | 46.86% |
PAX Financial Group PAX Financial Group LLC | 2,993 | $292,063.48 | $436,529.08 | $144,465.6 | 49.46% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 22,968 | $2.22M | $3.35M | $1.13M | 51.02% |
| RR rosemary richard WCG Wealth Advisors LLC | 39,140 | $4.31M | $5.71M | $1.4M | 32.59% |
| YA Yinka Akinsola Blue Trust Inc. | 14,019 | $1.52M | $2.05M | $523,476.99 | 34.4% |
Loraine Ell Better Money Decisions LLC | 9,278 | $970,614.18 | $1.35M | $382,582.21 | 39.42% |
Jeff Ameen Spire Wealth Management | 63,542 | $6.66M | $9.24M | $2.58M | 38.79% |
| DW Drew Waldron Canvas Wealth Advisors LLC | 91,276 | $9.7M | $13.35M | $3.65M | 37.58% |
| MD Michelle Dubey Yousif Capital Management LLC | 152,835 | $16.04M | $22.49M | $6.45M | 40.19% |
| EB Eric Becker Guardian Wealth Advisors LLC | 1,987 | $236,289.52 | $289,803.97 | $53,514.45 | 22.65% |
Daren Blonski Fermata Advisors LLC | 2,531 | $269,169.67 | $369,323.52 | $100,153.85 | 37.21% |
| KB Kristina Bentzen Paradigm, Strategies in Wealth Management LLC | 130,575 | $12.46M | $19.04M | $6.58M | 52.79% |
| SMM Stephen Michael Mangold Tectonic Advisors LLC | 93,112 | $9.49M | $13.54M | $4.05M | 42.66% |
| LWL Lauer Wealth LLC Lauer Wealth LLC | 4,084 | $593,732 | $593,731.92 | -$0.08 | - |
Jason Kaplan Howard Capital Management Group LLC | 4,449 | $491,703.48 | $654,714.84 | $163,011.36 | 33.15% |
| RC Rajesh Chelapurath Ceera Investments LLC | 2,739 | $327,152.17 | $399,483.18 | $72,331.01 | 22.11% |
| JAT Jeremiah Anthony Thisse Ashford Advisors LLC | 3,685 | $437,888.55 | $537,457.29 | $99,568.74 | 22.74% |
| DR Donna Rittershausen Koss-Olinger Consulting LLC | 2,787 | $291,436.59 | $406,679.04 | $115,242.45 | 39.54% |
Melissa Tiscareno Bradley & Co. Private Wealth Management LLC | 290 | $31,473.7 | $42,316.8 | $10,843.1 | 34.45% |
Kyle P. Smith NewEdge Wealth LLC | 131,858 | $15.33M | $19.24M | $3.9M | 25.44% |