| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Adams Wealth Management Adams Wealth Management | 890 | $85,441.49 | $303,992.85 | $218,551.36 | 255.79% |
Blue Zone Wealth Advisors Blue Zone Wealth Advisors LLC | 1,477 | $441,040.37 | $495,577.81 | $54,537.44 | 12.37% |
Asio Capital Asio Capital LLC | 9,178 | $1.56M | $3.08M | $1.52M | 97.19% |
Pacific Capital Wealth Advisors Pacific Capital Wealth Advisors Inc. | 836 | $261,785.17 | $279,194.74 | $17,409.57 | 6.65% |
PAX Financial Group PAX Financial Group LLC | 728 | $238,296.23 | $250,184.48 | $11,888.25 | 4.99% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 9,065 | $2.15M | $3.06M | $911,989.4 | 42.4% |
Michael Corrigan Advocate Group LLC | 31,195 | $4.98M | $10.47M | $5.48M | 110.08% |
Christian McGill CFC Planning Co. LLC | 9,085 | $2.73M | $3.04M | $308,814.12 | 11.31% |
Daniel Russell Naviter Wealth LLC | 35,526 | $7.96M | $12.09M | $4.13M | 51.91% |
| RR rosemary richard WCG Wealth Advisors LLC | 84,933 | $21.55M | $28.77M | $7.22M | 33.52% |
| YA Yinka Akinsola Blue Trust Inc. | 40,592 | $8.99M | $13.62M | $4.63M | 51.55% |
Jonathan J. Marshall Spectrum Investment Advisors Inc. | 1,489 | $481,455.84 | $497,713.14 | $16,257.3 | 3.38% |
| DG Dana Glandien Siemens Fonds Invest GmbH | 72,905 | $18.1M | $24.62M | $6.52M | 36.04% |
Richard Zito Flynn Zito Capital Management LLC | 2,830 | $544,603.4 | $970,576.8 | $425,973.4 | 78.22% |
Loraine Ell Better Money Decisions LLC | 2,967 | $560,845.47 | $992,283.48 | $431,438.01 | 76.93% |
Jeff Ameen Spire Wealth Management | 72,887 | $12.74M | $24.46M | $11.71M | 91.94% |
Drew Waldron Canvas Wealth Advisors LLC | 15,294 | $3.01M | $5.22M | $2.21M | 73.5% |
Michelle Dubey Yousif Capital Management LLC | 293,651 | $45.97M | $98.53M | $52.56M | 114.33% |
Daren Blonski Fermata Advisors LLC | 4,166 | $1.18M | $1.42M | $238,862.84 | 20.24% |
| AL Acas LLC Acas LLC | 1,563 | $256,782.12 | $522,057.63 | $265,275.51 | 103.31% |