| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Austin Private Wealth Austin Private Wealth LLC | 683 | $218,587.32 | $253,167.62 | $34,580.3 | 15.82% |
SkyOak Wealth SkyOak Wealth LLC | 2,229 | $567,707.1 | $826,223.45 | $258,516.35 | 45.54% |
Daniel Russell Naviter Wealth LLC | 4,560 | $1.31M | $1.78M | $466,670.4 | 35.56% |
| YA Yinka Akinsola Blue Trust Inc. | 7,315 | $1.95M | $2.71M | $761,388.08 | 39.04% |
Jeff Ameen Spire Wealth Management | 681 | $205,844.15 | $252,426.28 | $46,582.13 | 22.63% |
Kyle P. Smith NewEdge Wealth LLC | 8,356 | $3.13M | $3.26M | $125,396.57 | 4% |
Jonathan Guyton Cornerstone Wealth Advisors Inc. | 4,348 | $1.16M | $1.61M | $453,446.52 | 39.15% |
| EBA Eagle Bay Advisors LLC Eagle Bay Advisors LLC | 1,388 | $338,788.65 | $514,489.97 | $175,701.32 | 51.86% |
| KCM Kennicott Capital Management LLC Kennicott Capital Management LLC | 2,216 | $539,681.62 | $821,404.74 | $281,723.12 | 52.2% |
Carrie Delgott Wescott Financial Advisory Group LLC | 5,512 | $1.59M | $2.04M | $455,507.92 | 28.69% |
John Mezzasalma Mezzasalma Advisors LLC | 1,008 | $290,122.56 | $393,190.57 | $103,068.01 | 35.53% |
Shad Lamm Keystone Wealth Services LLC | 1,197 | $329,008.45 | $462,915.81 | $133,907.36 | 40.7% |
Alexandria Fry Dentgroup LLC | 1,249 | $365,355.28 | $462,966.84 | $97,611.56 | 26.72% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 5,455 | $1.66M | $2.11M | $444,646.94 | 26.71% |
Joseph Castro Nuveen LLC | 3,248 | $1.28M | $1.26M | -$19,294.04 | -1.51% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 1,803 | $710,309.86 | $668,318.03 | -$41,991.83 | -5.91% |
Katie Smith Delos Wealth Advisors LLC | 26 | $8,321.04 | $10,286.9 | $1,965.86 | 23.63% |
Richard Slavik Newbridge Financial Services Group Inc. | 10 | $3,074.8 | $3,956.5 | $881.7 | 28.68% |
Jarrett Topel Topel & Distasi Wealth Management LLC | 714 | $204,212.14 | $278,574.24 | $74,362.1 | 36.41% |
Kimberly Cappellano Private Wealth Asset Management LLC | 6,957 | $1.78M | $2.7M | $921,732.99 | 51.85% |