| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Pacific Capital Wealth Advisors Pacific Capital Wealth Advisors Inc. | 6,099 | $784,400.58 | $1.33M | $542,680.83 | 69.18% |
PAX Financial Group PAX Financial Group LLC | 27,633 | $3.65M | $6.12M | $2.47M | 67.59% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 136,521 | $9.88M | $30.21M | $20.33M | 205.8% |
Christian McGill CFC Planning Co. LLC | 10,606 | $1.6M | $2.31M | $702,717.47 | 43.83% |
Daniel Russell Naviter Wealth LLC | 191,813 | $21.97M | $42.45M | $20.48M | 93.22% |
| RR rosemary richard WCG Wealth Advisors LLC | 583,422 | $81.1M | $129.11M | $48.01M | 59.2% |
| YA Yinka Akinsola Blue Trust Inc. | 190,741 | $27.3M | $41.6M | $14.3M | 52.4% |
Jonathan J. Marshall Spectrum Investment Advisors Inc. | 16,672 | $2.96M | $3.63M | $668,751 | 22.6% |
Terence Aquino Mane Global Capital Management LP | 2,589 | $409,036.11 | $560,026.59 | $150,990.48 | 36.91% |
| DG Dana Glandien Siemens Fonds Invest GmbH | 649,651 | $73.16M | $143.77M | $70.61M | 96.52% |
Richard Zito Flynn Zito Capital Management LLC | 48,805 | $4.86M | $11.15M | $6.3M | 129.64% |
Loraine Ell Better Money Decisions LLC | 10,032 | $798,285.56 | $2.19M | $1.39M | 174.33% |
Jeff Ameen Spire Wealth Management | 581,448 | $24.25M | $126.31M | $102.06M | 420.81% |
Drew Waldron Canvas Wealth Advisors LLC | 115,127 | $8.61M | $25.48M | $16.86M | 195.81% |
Michelle Dubey Yousif Capital Management LLC | 2.28M | $65.79M | $496.16M | $430.37M | 654.14% |
Daren Blonski Fermata Advisors LLC | 38,550 | $5.89M | $8.53M | $2.64M | 44.93% |
| AL Acas LLC Acas LLC | 1,104 | $174,420.96 | $240,219.36 | $65,798.4 | 37.72% |
| KB Kristina Bentzen Paradigm, Strategies in Wealth Management LLC | 3,539 | $461,918.81 | $769,272.43 | $307,353.62 | 66.54% |
Cole Holmlund Alaethes Wealth LLC | 69,599 | $1.53M | $15.15M | $13.63M | 892.53% |
| SMM Stephen Michael Mangold Tectonic Advisors LLC | 1,591 | $296,850.84 | $352,088.3 | $55,237.46 | 18.61% |