| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
SkyOak Wealth SkyOak Wealth LLC | 2,135 | $297,348.38 | $1.76M | $1.46M | 490.95% |
Pacific Capital Wealth Advisors Pacific Capital Wealth Advisors Inc. | 224 | $258,560.97 | $184,358.73 | -$74,202.24 | -28.7% |
PAX Financial Group PAX Financial Group LLC | 330 | $380,915.71 | $294,581.09 | -$86,334.62 | -22.67% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 2,713 | $818,804.62 | $2.23M | $1.41M | 172.7% |
Michael Corrigan Advocate Group LLC | 705 | $117,960.6 | $580,236.17 | $462,275.57 | 391.89% |
Christian McGill CFC Planning Co. LLC | 2,285 | $771,964.52 | $2.04M | $1.27M | 164.23% |
Daniel Russell Naviter Wealth LLC | 9,915 | $1.36M | $8.7M | $7.34M | 538.59% |
| RR rosemary richard WCG Wealth Advisors LLC | 28,038 | $5.89M | $23.08M | $17.18M | 291.54% |
| YA Yinka Akinsola Blue Trust Inc. | 12,716 | $1.96M | $10.47M | $8.5M | 433.02% |
| DG Dana Glandien Siemens Fonds Invest GmbH | 39,436 | $3.94M | $32.46M | $28.52M | 724.29% |
Richard Zito Flynn Zito Capital Management LLC | 14,102 | $1.76M | $11.61M | $9.85M | 559.85% |
Jeff Ameen Spire Wealth Management | 20,380 | $4.36M | $16.77M | $12.41M | 284.52% |
Drew Waldron Canvas Wealth Advisors LLC | 1,327 | $364,053.64 | $1.09M | $728,107.21 | 200% |
Michelle Dubey Yousif Capital Management LLC | 129,332 | $11.71M | $106.44M | $94.73M | 808.73% |
Daren Blonski Fermata Advisors LLC | 1,720 | $610,082.51 | $1.42M | $805,529.14 | 132.04% |
Cole Holmlund Alaethes Wealth LLC | 895 | $255,441.95 | $736,611.88 | $481,169.93 | 188.37% |
| LWL Lauer Wealth LLC Lauer Wealth LLC | 1,175 | $792,940.27 | $967,060.28 | $174,120.01 | 21.96% |
Jason Kaplan Howard Capital Management Group LLC | 600 | $692,574.02 | $493,818.02 | -$198,756 | -28.7% |
| RWP Ridgecrest Wealth Partners LLC Ridgecrest Wealth Partners LLC | 278 | $320,892.63 | $248,162.25 | -$72,730.38 | -22.67% |
James Bennett Marathon Asset Management Ltd. | 134,816 | $13.78M | $110.96M | $97.18M | 705.22% |