| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Pacific Capital Wealth Advisors Pacific Capital Wealth Advisors Inc. | 1,527 | $522,175.72 | $1.13M | $608,605.95 | 116.55% |
PAX Financial Group PAX Financial Group LLC | 2,120 | $1.13M | $1.53M | $396,227.03 | 35.02% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 9,981 | $4.08M | $7.09M | $3.01M | 73.84% |
Michael Corrigan Advocate Group LLC | 666 | $145,018.62 | $490,655.5 | $345,636.88 | 238.34% |
Christian McGill CFC Planning Co. LLC | 2,279 | $1.38M | $1.69M | $310,210.44 | 22.46% |
Daniel Russell Naviter Wealth LLC | 20,131 | $9.64M | $14.46M | $4.82M | 49.98% |
| RR rosemary richard WCG Wealth Advisors LLC | 57,689 | $29.26M | $41.03M | $11.77M | 40.23% |
| YA Yinka Akinsola Blue Trust Inc. | 12,740 | $7.73M | $9.39M | $1.66M | 21.47% |
Jonathan J. Marshall Spectrum Investment Advisors Inc. | 1,029 | $579,432 | $761,141.01 | $181,709.01 | 31.36% |
| DG Dana Glandien Siemens Fonds Invest GmbH | 68,822 | $40.31M | $48.79M | $8.48M | 21.03% |
Richard Zito Flynn Zito Capital Management LLC | 2,253 | $661,919.96 | $1.62M | $962,718.34 | 145.44% |
Loraine Ell Better Money Decisions LLC | 709 | $388,968.77 | $526,219.8 | $137,251.03 | 35.29% |
Jeff Ameen Spire Wealth Management | 42,751 | $15.96M | $31.5M | $15.54M | 97.37% |
Drew Waldron Canvas Wealth Advisors LLC | 5,850 | $2.41M | $4.21M | $1.8M | 74.8% |
Michelle Dubey Yousif Capital Management LLC | 222,514 | $70.41M | $163.93M | $93.52M | 132.83% |
Daren Blonski Fermata Advisors LLC | 2,325 | $1.29M | $1.68M | $384,058.96 | 29.74% |
| AL Acas LLC Acas LLC | 754 | $286,884.25 | $558,355.85 | $271,471.6 | 94.63% |
Cole Holmlund Alaethes Wealth LLC | 7,626 | $2.35M | $5.61M | $3.25M | 138.07% |
| SMM Stephen Michael Mangold Tectonic Advisors LLC | 3,585 | $1.05M | $2.58M | $1.53M | 144.97% |
| LWL Lauer Wealth LLC Lauer Wealth LLC | 718 | $404,442.21 | $526,150.4 | $121,708.19 | 30.09% |