| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
SkyOak Wealth SkyOak Wealth LLC | 26,710 | $2.97M | $9.29M | $6.32M | 212.51% |
Adams Wealth Management Adams Wealth Management | 890 | $85,441.49 | $309,444.1 | $224,002.61 | 262.17% |
Blue Zone Wealth Advisors Blue Zone Wealth Advisors LLC | 1,477 | $441,040.37 | $505,665.71 | $64,625.34 | 14.65% |
Asio Capital Asio Capital LLC | 9,178 | $1.56M | $3.13M | $1.57M | 100.66% |
Pacific Capital Wealth Advisors Pacific Capital Wealth Advisors Inc. | 836 | $261,785.17 | $290,668.84 | $28,883.67 | 11.03% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 8,436 | $1.95M | $2.93M | $987,856.6 | 50.78% |
| MC Michael Corrigan Advocate Group LLC | 33,344 | $5.29M | $11.37M | $6.08M | 114.81% |
Christian McGill CFC Planning Co. LLC | 9,085 | $2.73M | $3.16M | $428,645.27 | 15.7% |
Daniel Russell Naviter Wealth LLC | 26,775 | $5.09M | $9.31M | $4.22M | 82.77% |
| RR rosemary richard WCG Wealth Advisors LLC | 83,934 | $21.22M | $29.18M | $7.96M | 37.53% |
| YA Yinka Akinsola Blue Trust Inc. | 41,549 | $9.13M | $14.42M | $5.3M | 58.04% |
Jonathan J. Marshall Spectrum Investment Advisors Inc. | 705 | $224,886.71 | $245,121.45 | $20,234.74 | 9% |
| DG Dana Glandien Siemens Fonds Invest GmbH | 75,431 | $18.72M | $26.18M | $7.47M | 39.88% |
| RZ Richard Zito Flynn Zito Capital Management LLC | 2,800 | $534,783.5 | $973,532 | $438,748.5 | 82.04% |
Loraine Ell Better Money Decisions LLC | 2,967 | $560,845.47 | $1.03M | $470,750.76 | 83.94% |
Jeff Ameen Spire Wealth Management | 73,167 | $12.78M | $25.09M | $12.31M | 96.34% |
| DW Drew Waldron Canvas Wealth Advisors LLC | 14,488 | $2.75M | $5.03M | $2.28M | 83.05% |
| MD Michelle Dubey Yousif Capital Management LLC | 314,837 | $49.33M | $109.22M | $59.89M | 121.42% |
Daren Blonski Fermata Advisors LLC | 3,867 | $1.08M | $1.34M | $261,216.84 | 24.16% |
| AL Acas LLC Acas LLC | 1,563 | $256,782.12 | $543,439.47 | $286,657.35 | 111.63% |