| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Pacific Capital Wealth Advisors Pacific Capital Wealth Advisors Inc. | 539 | $246,273.73 | $333,118.19 | $86,844.46 | 35.26% |
PAX Financial Group PAX Financial Group LLC | 1,680 | $693,277.66 | $1.02M | $322,786.32 | 46.56% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 7,318 | $2.88M | $4.41M | $1.53M | 53.13% |
Michael Corrigan Advocate Group LLC | 8,757 | $3.69M | $5.28M | $1.59M | 43.06% |
Daniel Russell Naviter Wealth LLC | 9,130 | $4.14M | $5.51M | $1.37M | 33.08% |
| RR rosemary richard WCG Wealth Advisors LLC | 36,094 | $19.1M | $21.77M | $2.68M | 14.01% |
| YA Yinka Akinsola Blue Trust Inc. | 5,306 | $2.77M | $3.27M | $502,626.57 | 18.16% |
| DG Dana Glandien Siemens Fonds Invest GmbH | 23,548 | $12.93M | $14.21M | $1.28M | 9.88% |
Richard Zito Flynn Zito Capital Management LLC | 481 | $231,635.17 | $290,908.8 | $59,273.63 | 25.59% |
Stefan Dawidowski Mayar Capital Ltd. | 16,602 | $8M | $10.19M | $2.19M | 27.4% |
Jeff Ameen Spire Wealth Management | 33,293 | $13.41M | $20.54M | $7.14M | 53.22% |
Drew Waldron Canvas Wealth Advisors LLC | 1,633 | $756,267.76 | $987,638.38 | $231,370.62 | 30.59% |
Michelle Dubey Yousif Capital Management LLC | 80,030 | $28.79M | $49.32M | $20.54M | 71.34% |
Daren Blonski Fermata Advisors LLC | 513 | $264,082.71 | $310,262.39 | $46,179.68 | 17.49% |
Cole Holmlund Alaethes Wealth LLC | 3,185 | $1.64M | $1.97M | $333,804.08 | 20.41% |
| SMM Stephen Michael Mangold Tectonic Advisors LLC | 2,671 | $1.11M | $1.62M | $508,263.56 | 45.91% |
Rajesh Chelapurath Ceera Investments LLC | 6,519 | $2.32M | $4.03M | $1.71M | 73.83% |
Marc Trottier Coerente Capital Management | 950 | $542,336 | $582,820.25 | $40,484.25 | 7.46% |
James Bennett Marathon Asset Management Ltd. | 59,849 | $22.63M | $36.86M | $14.23M | 62.88% |
Jennifer Easley Gitterman Wealth Management LLC | 507 | $267,811.44 | $305,842.68 | $38,031.24 | 14.2% |