| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Austin Private Wealth Austin Private Wealth LLC | 889 | $191,837.31 | $245,986.31 | $54,149 | 28.23% |
SkyOak Wealth SkyOak Wealth LLC | 2,732 | $512,583.68 | $755,944.43 | $243,360.75 | 47.48% |
Asio Capital Asio Capital LLC | 1,484 | $271,170.89 | $407,543.5 | $136,372.61 | 50.29% |
Pacific Capital Wealth Advisors Pacific Capital Wealth Advisors Inc. | 9,982 | $2.21M | $2.73M | $522,924.42 | 23.67% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 10,233 | $2.04M | $2.78M | $741,207.59 | 36.41% |
Michael Corrigan Advocate Group LLC | 1,593 | $269,790.48 | $432,292.41 | $162,501.93 | 60.23% |
| RR rosemary richard WCG Wealth Advisors LLC | 25,869 | $6.42M | $7.02M | $595,862.4 | 9.28% |
| YA Yinka Akinsola Blue Trust Inc. | 3,739 | $906,179.44 | $1.01M | $108,472.99 | 11.97% |
Richard Zito Flynn Zito Capital Management LLC | 1,398 | $286,989.28 | $386,826.61 | $99,837.33 | 34.79% |
Jeff Ameen Spire Wealth Management | 20,445 | $4.09M | $5.62M | $1.53M | 37.39% |
Drew Waldron Canvas Wealth Advisors LLC | 1,035 | $221,264.51 | $286,384.51 | $65,120 | 29.43% |
Eric Becker Guardian Wealth Advisors LLC | 74,847 | $14.09M | $20.46M | $6.36M | 45.16% |
Peter Platt Platt Investment Counsel LLC | 40,991 | $10.43M | $11.2M | $768,918.07 | 7.37% |
Daren Blonski Fermata Advisors LLC | 3,273 | $628,332.67 | $905,639.13 | $277,306.46 | 44.13% |
Donna Rittershausen Koss-Olinger Consulting LLC | 1,081 | $228,016.24 | $299,112.71 | $71,096.47 | 31.18% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 3,401 | $685,721.73 | $929,765.38 | $244,043.65 | 35.59% |
Melissa Tiscareno Bradley & Co. Private Wealth Management LLC | 100 | $17,840 | $27,670 | $9,830 | 55.1% |
John Nowicki LCM Capital Management Inc. | 71,109 | $14.06M | $19.3M | $5.24M | 37.26% |
Kyle P. Smith NewEdge Wealth LLC | 21,957 | $5.14M | $6.01M | $863,956.5 | 16.8% |
John Ledford FWG Holdings LLC | 782 | $234,951.91 | $212,211.34 | -$22,740.57 | -9.68% |