| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeff Ameen Spire Wealth Management | 183,936 | $12.57M | $21.76M | $9.19M | 73.12% |
Drew Waldron Canvas Wealth Advisors LLC | 2,276 | $282,610.92 | $269,296.32 | -$13,314.6 | -4.71% |
Daren Blonski Fermata Advisors LLC | 4,879 | $490,521.2 | $577,283.28 | $86,762.08 | 17.69% |
| KB Kristina Bentzen Paradigm, Strategies in Wealth Management LLC | 3,892 | $238,222.08 | $460,501.44 | $222,279.36 | 93.31% |
| JAT Jeremiah Anthony Thisse Ashford Advisors LLC | 5,160 | $604,236 | $610,531.2 | $6,295.2 | 1.04% |
Jennifer Easley Gitterman Wealth Management LLC | 8,444 | $564,399.44 | $999,094.08 | $434,694.64 | 77.02% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 1,911 | $202,852.65 | $226,109.52 | $23,256.87 | 11.46% |
Kyle P. Smith NewEdge Wealth LLC | 1.02M | $106.32M | $126.63M | $20.32M | 19.11% |
John Ledford FWG Holdings LLC | 2,274 | $205,273.98 | $284,909.46 | $79,635.48 | 38.79% |
Jonathan Guyton Cornerstone Wealth Advisors Inc. | 43,974 | $2.67M | $5.2M | $2.53M | 94.57% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 924 | $114,733.08 | $115,767.96 | $1,034.88 | 0.9% |
Carrie Delgott Wescott Financial Advisory Group LLC | 24,300 | $1.38M | $2.88M | $1.5M | 108.48% |
Matt Hunter Heartland Bank & Trust Co. | 4,867 | $567,930.35 | $605,552.14 | $37,621.79 | 6.62% |
Shad Lamm Keystone Wealth Services LLC | 10,506 | $905,496.68 | $1.24M | $337,573.24 | 37.28% |
Alexandria Fry Dentgroup LLC | 23,988 | $2.26M | $2.84M | $573,264.04 | 25.31% |
Dipen Mehta Invst LLC | 4,040 | $429,701 | $506,171.6 | $76,470.6 | 17.8% |
Shawn M. McHugh WealthTrust Asset Management LLC | 1,785 | $221,643.45 | $211,201.2 | -$10,442.25 | -4.71% |
Jason E. Archambault SK Wealth Management LLC | 2,281 | $214,156.6 | $283,802.02 | $69,645.42 | 32.52% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 189,347 | $20.28M | $22.4M | $2.12M | 10.47% |
| YL Yosef Levy Y.D. More Investments Ltd. | 192 | $17,332.03 | $22,717.44 | $5,385.41 | 31.07% |