| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
SkyOak Wealth SkyOak Wealth LLC | 2,319 | $898,680.71 | $1.75M | $851,155.52 | 94.71% |
Adams Wealth Management Adams Wealth Management | 41,716 | $20M | $31.48M | $11.48M | 57.41% |
Blue Zone Wealth Advisors Blue Zone Wealth Advisors LLC | 462 | $316,442.28 | $344,993.88 | $28,551.6 | 9.02% |
Asio Capital Asio Capital LLC | 132,328 | $75.56M | $98.81M | $23.25M | 30.77% |
Pacific Capital Wealth Advisors Pacific Capital Wealth Advisors Inc. | 292 | $218,675.88 | $220,332.98 | $1,657.1 | 0.76% |
PAX Financial Group PAX Financial Group LLC | 61,703 | $32.82M | $46.56M | $13.74M | 41.86% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 80,826 | $36.74M | $60.99M | $24.25M | 65.99% |
| MC Michael Corrigan Advocate Group LLC | 413 | $165,050.2 | $308,395.35 | $143,345.15 | 86.85% |
| RR rosemary richard WCG Wealth Advisors LLC | 49,286 | $29.44M | $37.19M | $7.75M | 26.3% |
| YA Yinka Akinsola Blue Trust Inc. | 64,771 | $28.57M | $48.84M | $20.27M | 70.97% |
| SVB Scott V. Beechert Granby Capital Management LLC | 13,000 | $7.65M | $9.81M | $2.16M | 28.18% |
Loraine Ell Better Money Decisions LLC | 1,741 | $805,793.71 | $1.31M | $507,903.95 | 63.03% |
Jeff Ameen Spire Wealth Management | 236,266 | $114.9M | $179.18M | $64.28M | 55.95% |
| DW Drew Waldron Canvas Wealth Advisors LLC | 14,897 | $9.12M | $11.27M | $2.15M | 23.62% |
| MD Michelle Dubey Yousif Capital Management LLC | 325 | $201,792.5 | $246,476.75 | $44,684.25 | 22.14% |
| EB Eric Becker Guardian Wealth Advisors LLC | 363 | $183,302.12 | $273,907.09 | $90,604.97 | 49.43% |
Daren Blonski Fermata Advisors LLC | 1,164 | $689,228.77 | $878,092.5 | $188,863.73 | 27.4% |
Cole Holmlund Alaethes Wealth LLC | 5,824 | $3.19M | $4.39M | $1.2M | 37.55% |
| SMM Stephen Michael Mangold Tectonic Advisors LLC | 143,909 | $69.96M | $109.14M | $39.18M | 56% |
Keith Dubauskas One Plus One Wealth Management LLC | 365 | $171,564.6 | $275,279.35 | $103,714.75 | 60.45% |