| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
PAX Financial Group PAX Financial Group LLC | 3,522 | $675,554.82 | $799,810.97 | $124,256.15 | 18.39% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 63,818 | $9.7M | $14.42M | $4.72M | 48.71% |
| YA Yinka Akinsola Blue Trust Inc. | 2.71M | $372.95M | $612.26M | $239.32M | 64.17% |
Jeff Ameen Spire Wealth Management | 37,021 | $5.24M | $8.39M | $3.15M | 60.19% |
Kyle P. Smith NewEdge Wealth LLC | 109,096 | $20.02M | $24.73M | $4.71M | 23.53% |
Mack, Connie Clarity Financial LLC | 1,973 | $357,656.9 | $445,759.89 | $88,102.99 | 24.63% |
John P. Quinn Vermillion & White Wealth Management Group LLC | 2,432 | $466,481.92 | $551,589.76 | $85,107.84 | 18.24% |
Carrie Delgott Wescott Financial Advisory Group LLC | 2,319 | $415,615.07 | $526,621.7 | $111,006.63 | 26.71% |
Ben Rothwell Keystone Financial Services | 7,419 | $1.38M | $1.68M | $293,447.97 | 21.22% |
Shad Lamm Keystone Wealth Services LLC | 15,525 | $2.54M | $3.51M | $966,520.97 | 38.04% |
Alexandria Fry Dentgroup LLC | 5,801 | $807,525.46 | $1.32M | $507,967.31 | 62.9% |
Daniel Cesta Pinnacle Wealth Management Group Inc. | 1,444 | $209,912.12 | $326,242.91 | $116,330.79 | 55.42% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 103,930 | $19.52M | $23.56M | $4.04M | 20.72% |
| YL Yosef Levy Y.D. More Investments Ltd. | 64 | $12,758.5 | $14,459.52 | $1,701.02 | 13.33% |
Bethany Wagner Level Financial Advisors | 10,185 | $1.43M | $2.31M | $875,820.07 | 61.07% |
Joseph Castro Nuveen LLC | 59,214 | $10.93M | $13.38M | $2.45M | 22.37% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 2,143 | $420,355.09 | $484,167.97 | $63,812.88 | 15.18% |
Mark Hansen Hansen & Associates Financial Group Inc. | 12,210 | $2.41M | $2.77M | $361,049.59 | 14.99% |
| BWA Boulder Wealth Advisors LLC Boulder Wealth Advisors LLC | 154,582 | $26.53M | $35.07M | $8.54M | 32.2% |
| MWA Motive Wealth Advisors Motive Wealth Advisors | 72,291 | $10.33M | $16.4M | $6.06M | 58.66% |