| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Red Spruce Capital Red Spruce Capital LLC | 2,408 | $522,407.56 | $1.05M | $528,178.76 | 101.1% |
SkyOak Wealth SkyOak Wealth LLC | 2,640 | $516,921.78 | $1.15M | $630,026.22 | 121.88% |
Daniel Russell Naviter Wealth LLC | 650 | $251,452.5 | $282,070.75 | $30,618.25 | 12.18% |
| YA Yinka Akinsola Blue Trust Inc. | 328 | $119,672.52 | $142,680 | $23,007.48 | 19.23% |
Jeff Ameen Spire Wealth Management | 1,402 | $372,579.07 | $612,337.52 | $239,758.45 | 64.35% |
| KB Kristina Bentzen Paradigm, Strategies in Wealth Management LLC | 474 | $202,113.6 | $206,464.92 | $4,351.32 | 2.15% |
| JAT Jeremiah Anthony Thisse Ashford Advisors LLC | 1,583 | $555,633 | $682,660.83 | $127,027.83 | 22.86% |
Melissa Tiscareno Bradley & Co. Private Wealth Management LLC | 1,653 | $406,504.71 | $718,773.99 | $312,269.28 | 76.82% |
Kyle P. Smith NewEdge Wealth LLC | 8,789 | $2.99M | $3.83M | $840,720.65 | 28.14% |
John Ledford FWG Holdings LLC | 1,684 | $534,514.28 | $735,823.8 | $201,309.52 | 37.66% |
| KT Kurt Threlfall NSI Retail Advisors LLC | 93,400 | $25.57M | $40.28M | $14.71M | 57.54% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 11,267 | $4.53M | $4.91M | $373,468.01 | 8.24% |
Joseph Castro Nuveen LLC | 4,177 | $1.78M | $1.82M | $36,136 | 2.03% |
| MWA Motive Wealth Advisors Motive Wealth Advisors | 4,508 | $1.35M | $1.97M | $614,034.68 | 45.39% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 876 | $185,458.04 | $378,659.76 | $193,201.72 | 104.18% |
Katie Smith Delos Wealth Advisors LLC | 28 | $9,828 | $12,151.3 | $2,323.3 | 23.64% |
Richard Slavik Newbridge Financial Services Group Inc. | 2 | $852.8 | $870 | $17.2 | 2.02% |
Jodi Greenlund Financial Council LLC | 14,651 | $3.76M | $6.4M | $2.64M | 70.16% |
Andrew J. Swenson ARS Wealth Advisors Group LLC | 1,025 | $294,803.8 | $445,700.75 | $150,896.95 | 51.19% |
| WB William Bromley Innova Wealth Partners | 517 | $220,448.79 | $225,781.65 | $5,332.86 | 2.42% |