| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Schwarz Dygos Wheeler Investment Schwarz Dygos Wheeler Investment Advisors LLC | 5,758 | $484,688.16 | $758,414.97 | $273,726.81 | 56.47% |
Austin Private Wealth Austin Private Wealth LLC | 9,253 | $916,517.72 | $1.2M | $286,002.16 | 31.21% |
SkyOak Wealth SkyOak Wealth LLC | 6,200 | $1.04M | $802,621 | -$237,121 | -22.81% |
PAX Financial Group PAX Financial Group LLC | 2,254 | $364,380.66 | $292,929.84 | -$71,450.82 | -19.61% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 9,775 | $1.31M | $1.25M | -$54,095.88 | -4.13% |
Daniel Russell Naviter Wealth LLC | 15,925 | $2.47M | $2.06M | -$408,485.83 | -16.52% |
| RR rosemary richard WCG Wealth Advisors LLC | 96,889 | $15.73M | $12.49M | -$3.24M | -20.59% |
| YA Yinka Akinsola Blue Trust Inc. | 26,674 | $3.5M | $3.59M | $84,812.93 | 2.42% |
Jonathan J. Marshall Spectrum Investment Advisors Inc. | 10,094 | $1.97M | $1.35M | -$615,215.3 | -31.3% |
| DG Dana Glandien Siemens Fonds Invest GmbH | 48,323 | $6.99M | $6.2M | -$787,437.04 | -11.27% |
Richard Zito Flynn Zito Capital Management LLC | 4,277 | $410,768.09 | $560,928.55 | $150,160.46 | 36.56% |
Jeff Ameen Spire Wealth Management | 12,550 | $3.38M | $1.69M | -$1.69M | -50.06% |
Drew Waldron Canvas Wealth Advisors LLC | 4,042 | $527,175.49 | $523,257.11 | -$3,918.38 | -0.74% |
Michelle Dubey Yousif Capital Management LLC | 172,605 | $15.08M | $23.21M | $8.12M | 53.86% |
Daren Blonski Fermata Advisors LLC | 2,218 | $304,531.4 | $287,918.58 | -$16,612.82 | -5.46% |
| AL Acas LLC Acas LLC | 1,671 | $213,429.22 | $224,365.17 | $10,935.95 | 5.12% |
| SMM Stephen Michael Mangold Tectonic Advisors LLC | 15,981 | $2.52M | $2.07M | -$446,397.15 | -17.73% |
| LWL Lauer Wealth LLC Lauer Wealth LLC | 2,970 | $435,253.5 | $394,267.5 | -$40,986 | -9.42% |
Keith Dubauskas One Plus One Wealth Management LLC | 1,412 | $186,387.86 | $189,109.16 | $2,721.3 | 1.46% |
Jason Kaplan Howard Capital Management Group LLC | 7,763 | $724,078.27 | $1.03M | $301,025.88 | 41.57% |