| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Field & Main Bank Field & Main Bank | 128 | $7,724.8 | $18,110.72 | $10,385.92 | 134.45% |
Winthrop Advisory Group Winthrop Advisory Group LLC | 46,877 | $4.92M | $6.34M | $1.42M | 28.95% |
Colton Groome Financial Advisors LLC Colton Groome Financial Advisors LLC | 5,493 | $301,406.52 | $742,928.25 | $441,521.73 | 146.49% |
Austin Private Wealth Austin Private Wealth LLC | 482,689 | $43.53M | $65.28M | $21.75M | 49.96% |
SkyOak Wealth SkyOak Wealth LLC | 6,102 | $510,489.08 | $825,295.5 | $314,806.42 | 61.67% |
Blue Zone Wealth Advisors Blue Zone Wealth Advisors LLC | 121,365 | $7.42M | $16.41M | $8.99M | 121.18% |
PAX Financial Group PAX Financial Group LLC | 233,600 | $22.47M | $33.06M | $10.59M | 47.11% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 112,356 | $9.97M | $15.93M | $5.96M | 59.79% |
| RR rosemary richard WCG Wealth Advisors LLC | 112,481 | $10.65M | $15.97M | $5.32M | 49.98% |
| YA Yinka Akinsola Blue Trust Inc. | 148,261 | $13.81M | $20.05M | $6.24M | 45.21% |
Jeff Ameen Spire Wealth Management | 209,006 | $15.44M | $28.27M | $12.83M | 83.09% |
Drew Waldron Canvas Wealth Advisors LLC | 4,401 | $341,217.45 | $595,235.25 | $254,017.8 | 74.44% |
Eric Becker Guardian Wealth Advisors LLC | 40,430 | $2.85M | $5.72M | $2.87M | 100.81% |
Daren Blonski Fermata Advisors LLC | 3,112 | $269,469.41 | $420,898 | $151,428.59 | 56.2% |
| AL Acas LLC Acas LLC | 61,680 | $4.52M | $8.34M | $3.82M | 84.66% |
| KB Kristina Bentzen Paradigm, Strategies in Wealth Management LLC | 2,664 | $200,066.4 | $360,306 | $160,239.6 | 80.09% |
Jason Kaplan Howard Capital Management Group LLC | 13,700 | $892,007 | $1.85M | $960,918 | 107.73% |
Donna Rittershausen Koss-Olinger Consulting LLC | 10,274 | $969,538.17 | $1.46M | $490,191.77 | 50.56% |
Kyle P. Smith NewEdge Wealth LLC | 28,716 | $2.67M | $4.08M | $1.41M | 53.07% |
Jonathan Guyton Cornerstone Wealth Advisors Inc. | 3,864 | $253,005.42 | $522,606 | $269,600.58 | 106.56% |