| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeff Ameen Spire Wealth Management | 50,974 | $3.79M | $5.72M | $1.93M | 50.91% |
Drew Waldron Canvas Wealth Advisors LLC | 81,196 | $6.53M | $9.12M | $2.58M | 39.55% |
| RWP Ridgecrest Wealth Partners LLC Ridgecrest Wealth Partners LLC | 3,150 | $217,035 | $353,713.5 | $136,678.5 | 62.98% |
Kyle P. Smith NewEdge Wealth LLC | 27,969 | $2.79M | $3.2M | $410,649.45 | 14.74% |
Alexandria Fry Dentgroup LLC | 9,349 | $879,408.66 | $1.05M | $170,390.55 | 19.38% |
Dipen Mehta Invst LLC | 2,295 | $234,663.75 | $264,751.2 | $30,087.45 | 12.82% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 72,992 | $7.57M | $8.2M | $630,225.29 | 8.33% |
Joseph Castro Nuveen LLC | 28,904 | $3.18M | $3.31M | $125,813 | 3.95% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 22,487 | $2.1M | $2.53M | $429,870.97 | 20.52% |
| MWA Motive Wealth Advisors Motive Wealth Advisors | 75,144 | $6.07M | $8.44M | $2.36M | 38.92% |
Katie Smith Delos Wealth Advisors LLC | 44 | $4,846.6 | $5,075.84 | $229.24 | 4.73% |
Richard Slavik Newbridge Financial Services Group Inc. | 165 | $15,304.56 | $19,034.4 | $3,729.84 | 24.37% |
Adam J. Peck Riverwater Partners LLC | 9,463 | $966,321.76 | $1.09M | $125,329.92 | 12.97% |
Jodi Greenlund Financial Council LLC | 90,785 | $6.46M | $10.19M | $3.73M | 57.82% |
Brian Baylis Bell Investment Advisors Inc. | 258 | $24,414.54 | $29,486.82 | $5,072.28 | 20.78% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 532,868 | $41.7M | $61.09M | $19.39M | 46.5% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 13,073 | $904,579.02 | $1.47M | $563,388.15 | 62.28% |
Bobby Adusumilli SJS Investment Consulting Inc. | 501 | $51,227.25 | $56,257.29 | $5,030.04 | 9.82% |
Nancy Williamson Helen Stephens Group LLC | 2,625 | $233,062.87 | $294,761.25 | $61,698.38 | 26.47% |
| SS Sandra Stickney Collaborative Wealth Managment Inc. | 2,938 | $303,292.1 | $329,908.02 | $26,615.92 | 8.78% |