| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Drew Waldron Canvas Wealth Advisors LLC | 84,031 | $9.01M | $11.47M | $2.46M | 27.28% |
Michelle Dubey Yousif Capital Management LLC | 169,976 | $18.59M | $23.32M | $4.73M | 25.47% |
Eric Becker Guardian Wealth Advisors LLC | 1,945 | $231,298.66 | $265,443.87 | $34,145.21 | 14.76% |
Daren Blonski Fermata Advisors LLC | 2,602 | $278,828.51 | $355,225.04 | $76,396.53 | 27.4% |
| KB Kristina Bentzen Paradigm, Strategies in Wealth Management LLC | 127,683 | $12.17M | $17.35M | $5.18M | 42.6% |
| SMM Stephen Michael Mangold Tectonic Advisors LLC | 93,112 | $9.49M | $12.7M | $3.21M | 33.84% |
| LWL Lauer Wealth LLC Lauer Wealth LLC | 4,242 | $615,426.98 | $578,778.06 | -$36,648.92 | -5.96% |
Jason Kaplan Howard Capital Management Group LLC | 4,449 | $491,703.48 | $604,663.59 | $112,960.11 | 22.97% |
Rajesh Chelapurath Ceera Investments LLC | 2,752 | $329,080.2 | $376,913.95 | $47,833.75 | 14.54% |
| JAT Jeremiah Anthony Thisse Ashford Advisors LLC | 3,685 | $437,888.55 | $500,017.65 | $62,129.1 | 14.19% |
Melissa Tiscareno Bradley & Co. Private Wealth Management LLC | 290 | $31,473.7 | $39,772.05 | $8,298.35 | 26.37% |
Kyle P. Smith NewEdge Wealth LLC | 145,460 | $17.35M | $19.87M | $2.51M | 14.49% |
John Ledford FWG Holdings LLC | 2,191 | $324,947.21 | $302,555.19 | -$22,392.02 | -6.89% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 8,900 | $1.11M | $1.22M | $111,428 | 10.07% |
Erica Nortman Capitol Family Office Inc. | 3,757 | $410,602.53 | $513,525.54 | $102,923.01 | 25.07% |
Carrie Delgott Wescott Financial Advisory Group LLC | 39,461 | $4.28M | $5.42M | $1.14M | 26.71% |
Shad Lamm Keystone Wealth Services LLC | 4,162 | $408,357.3 | $567,322.22 | $158,964.92 | 38.93% |
Alexandria Fry Dentgroup LLC | 2,135 | $220,784.88 | $291,705.05 | $70,920.17 | 32.12% |
Dipen Mehta Invst LLC | 15,730 | $1.86M | $2.14M | $281,456.49 | 15.11% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 249,116 | $35.37M | $34.02M | -$1.34M | -3.8% |