| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Blue Zone Wealth Advisors Blue Zone Wealth Advisors LLC | 462 | $316,442.28 | $358,123.91 | $41,681.63 | 13.17% |
Asio Capital Asio Capital LLC | 132,328 | $75.56M | $102.59M | $27.03M | 35.77% |
Pacific Capital Wealth Advisors Pacific Capital Wealth Advisors Inc. | 292 | $218,675.88 | $226,042.75 | $7,366.87 | 3.37% |
PAX Financial Group PAX Financial Group LLC | 111,568 | $70.16M | $86.28M | $16.12M | 22.97% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 89,755 | $43.43M | $68.82M | $25.39M | 58.46% |
Michael Corrigan Advocate Group LLC | 367 | $147,609.3 | $284,483.71 | $136,874.41 | 92.73% |
Daniel Russell Naviter Wealth LLC | 3,675 | $2.75M | $2.83M | $80,004.71 | 2.91% |
| RR rosemary richard WCG Wealth Advisors LLC | 95,110 | $63.76M | $73M | $9.24M | 14.48% |
| YA Yinka Akinsola Blue Trust Inc. | 85,501 | $44.09M | $66.1M | $22.01M | 49.92% |
Scott V. Beechert Granby Capital Management LLC | 13,000 | $7.65M | $9.97M | $2.32M | 30.26% |
Loraine Ell Better Money Decisions LLC | 1,741 | $805,793.71 | $1.35M | $543,394.24 | 67.44% |
Jeff Ameen Spire Wealth Management | 231,914 | $113.03M | $179.77M | $66.74M | 59.05% |
Drew Waldron Canvas Wealth Advisors LLC | 13,883 | $8.52M | $10.7M | $2.18M | 25.56% |
Michelle Dubey Yousif Capital Management LLC | 325 | $201,792.5 | $251,956.25 | $50,163.75 | 24.86% |
Eric Becker Guardian Wealth Advisors LLC | 372 | $190,042.13 | $287,771.76 | $97,729.63 | 51.43% |
Daren Blonski Fermata Advisors LLC | 975 | $577,968.25 | $751,583.62 | $173,615.37 | 30.04% |
Cole Holmlund Alaethes Wealth LLC | 5,921 | $3.27M | $4.59M | $1.32M | 40.49% |
| SMM Stephen Michael Mangold Tectonic Advisors LLC | 143,909 | $69.96M | $110.9M | $40.94M | 58.53% |
Keith Dubauskas One Plus One Wealth Management LLC | 365 | $171,564.6 | $282,265.45 | $110,700.85 | 64.52% |
Jason Kaplan Howard Capital Management Group LLC | 856 | $365,922.82 | $663,108.96 | $297,186.14 | 81.22% |