| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| YA Yinka Akinsola Blue Trust Inc. | 1,485 | $442,890.83 | $623,328.75 | $180,437.92 | 40.74% |
Jeff Ameen Spire Wealth Management | 20,613 | $5.42M | $8.69M | $3.26M | 60.16% |
Daren Blonski Fermata Advisors LLC | 1,136 | $328,238.67 | $475,904.48 | $147,665.81 | 44.99% |
| KB Kristina Bentzen Paradigm, Strategies in Wealth Management LLC | 1,572 | $351,860.76 | $655,162.44 | $303,301.68 | 86.2% |
| JAT Jeremiah Anthony Thisse Ashford Advisors LLC | 9,105 | $2.79M | $3.79M | $993,810.75 | 35.58% |
Donna Rittershausen Koss-Olinger Consulting LLC | 19,581 | $5.87M | $8.26M | $2.38M | 40.53% |
Kyle P. Smith NewEdge Wealth LLC | 4,167 | $930,779.89 | $1.75M | $820,610.21 | 88.16% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 2,500 | $519,984.96 | $1.05M | $529,390.04 | 101.81% |
| EBA Eagle Bay Advisors LLC Eagle Bay Advisors LLC | 6,223 | $1.5M | $2.59M | $1.09M | 72.34% |
Carrie Delgott Wescott Financial Advisory Group LLC | 85,288 | $18.07M | $35.84M | $17.77M | 98.36% |
Shad Lamm Keystone Wealth Services LLC | 1,035 | $220,004.1 | $433,230.3 | $213,226.2 | 96.92% |
Shawn M. McHugh WealthTrust Asset Management LLC | 17,637 | $5.83M | $7.44M | $1.61M | 27.68% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 8,175 | $2.54M | $3.44M | $897,986.33 | 35.37% |
Joseph Castro Nuveen LLC | 3,740 | $1.53M | $1.57M | $38,335 | 2.5% |
| HP Hannah Perry Crestmont Private Wealth LLC | 5,078 | $1.91M | $2.14M | $233,506.7 | 12.24% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 1,075 | $376,343.71 | $449,973.5 | $73,629.79 | 19.56% |
Hannah Tackett Penobscot Wealth Management | 2,707 | $965,207.92 | $1.14M | $175,873.79 | 18.22% |
S. Hardy Taylor Heritage Investment Group Inc. | 56,371 | $15.48M | $23.74M | $8.26M | 53.39% |
| SK Samira Kadam Cherry Creek Investment Advisors Inc. | 1,856 | $453,162.03 | $778,944.64 | $325,782.61 | 71.89% |
Kevin B. Crawford JB Capital LLC | 2,116 | $665,578.09 | $886,455.88 | $220,877.79 | 33.19% |