| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Keebeck Wealth Management Keebeck Wealth Management LLC | 42,205 | $10.52M | $16.16M | $5.64M | 53.65% |
| YA Yinka Akinsola Blue Trust Inc. | 3,417 | $1.14M | $1.26M | $123,661.23 | 10.87% |
Jeff Ameen Spire Wealth Management | 5,613 | $1.47M | $2.07M | $605,809.14 | 41.34% |
Jason Kaplan Howard Capital Management Group LLC | 2,370 | $532,423.8 | $874,601.1 | $342,177.3 | 64.27% |
Kyle P. Smith NewEdge Wealth LLC | 17,538 | $4.25M | $6.72M | $2.47M | 58% |
John Mezzasalma Mezzasalma Advisors LLC | 22,779 | $7.24M | $8.72M | $1.48M | 20.51% |
Ben Rothwell Keystone Financial Services | 1,234 | $423,224.98 | $471,042.48 | $47,817.5 | 11.3% |
Alexandria Fry Dentgroup LLC | 2,859 | $668,985.5 | $1.06M | $386,071.27 | 57.71% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 2,679 | $891,193.76 | $1.02M | $131,434.12 | 14.75% |
Kasey Fegan Corsicana & Co. | 97 | $32,285.48 | $35,795.91 | $3,510.43 | 10.87% |
Ryan Sanford Elevation Capital Advisory LLC | 22,318 | $7.96M | $8.24M | $272,028.5 | 3.42% |
Joseph Castro Nuveen LLC | 4,391 | $1.61M | $1.68M | $75,217 | 4.68% |
Kevin B. Crawford JB Capital LLC | 928 | $318,276.16 | $342,459.84 | $24,183.68 | 7.6% |
| EW Enzi Wealth Enzi Wealth | 834 | $206,339.94 | $307,771.02 | $101,431.08 | 49.16% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 727 | $266,066 | $268,284.81 | $2,218.81 | 0.83% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 81 | $25,763.67 | $30,887.73 | $5,124.06 | 19.89% |
David Spratt Badgley Phelps Wealth Managers LLC | 1,096 | $305,270.53 | $404,456.88 | $99,186.35 | 32.49% |
Kaitlin Yardley Schaeffer Financial LLC | 1,100 | $340,231.84 | $405,933 | $65,701.16 | 19.31% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 33,608 | $11.22M | $12.4M | $1.18M | 10.5% |
Ryan Charles Stout Theory Financial LLC | 2,700 | $712,879.32 | $996,381 | $283,501.68 | 39.77% |