| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Schwarz Dygos Wheeler Investment Schwarz Dygos Wheeler Investment Advisors LLC | 725 | $359,599.29 | $524,211.25 | $164,611.96 | 45.78% |
Austin Private Wealth Austin Private Wealth LLC | 2,634 | $1.02M | $1.89M | $874,645.65 | 86.15% |
SkyOak Wealth SkyOak Wealth LLC | 8,696 | $4.47M | $6.23M | $1.76M | 39.33% |
Blue Zone Wealth Advisors Blue Zone Wealth Advisors LLC | 58,547 | $20.83M | $42.46M | $21.64M | 103.88% |
Asio Capital Asio Capital LLC | 397 | $238,208.66 | $288,871.09 | $50,662.43 | 21.27% |
Pacific Capital Wealth Advisors Pacific Capital Wealth Advisors Inc. | 101,140 | $47.85M | $73.37M | $25.52M | 53.33% |
PAX Financial Group PAX Financial Group LLC | 1,710 | $825,984.32 | $1.23M | $401,975.23 | 48.67% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 5,125 | $1.35M | $3.65M | $2.3M | 171.16% |
Christian McGill CFC Planning Co. LLC | 378 | $278,359 | $273,944.16 | -$4,414.84 | -1.59% |
Daniel Russell Naviter Wealth LLC | 1,486 | $943,753.44 | $1.07M | $121,337.06 | 12.86% |
| RR rosemary richard WCG Wealth Advisors LLC | 31,183 | $14.54M | $22.22M | $7.68M | 52.84% |
| YA Yinka Akinsola Blue Trust Inc. | 10,598 | $5.14M | $7.72M | $2.58M | 50.16% |
Richard Zito Flynn Zito Capital Management LLC | 1,072 | $316,981.31 | $772,376 | $455,394.69 | 143.67% |
Loraine Ell Better Money Decisions LLC | 524 | $214,831.74 | $380,570.72 | $165,738.98 | 77.15% |
Jeff Ameen Spire Wealth Management | 32,192 | $14.82M | $23.44M | $8.61M | 58.09% |
Drew Waldron Canvas Wealth Advisors LLC | 734 | $395,309.68 | $525,661.44 | $130,351.76 | 32.97% |
Eric Becker Guardian Wealth Advisors LLC | 14,909 | $5.53M | $10.8M | $5.27M | 95.31% |
Peter Platt Platt Investment Counsel LLC | 29,938 | $11.37M | $21.27M | $9.91M | 87.13% |
Daren Blonski Fermata Advisors LLC | 15,744 | $8.55M | $11.3M | $2.75M | 32.19% |
| AL Acas LLC Acas LLC | 3,533 | $1.59M | $2.56M | $976,986.67 | 61.6% |