| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Keebeck Wealth Management Keebeck Wealth Management LLC | 6,985 | $214,346.79 | $239,620.42 | $25,273.63 | 11.79% |
| RR rosemary richard WCG Wealth Advisors LLC | 92,161 | $2.55M | $3.16M | $609,918.98 | 23.87% |
| YA Yinka Akinsola Blue Trust Inc. | 15,177 | $437,092.67 | $511,616.67 | $74,524 | 17.05% |
Jeff Ameen Spire Wealth Management | 193,912 | $4.87M | $6.61M | $1.75M | 35.86% |
Drew Waldron Canvas Wealth Advisors LLC | 401,118 | $10.05M | $13.77M | $3.72M | 37.01% |
Daren Blonski Fermata Advisors LLC | 91,854 | $2.52M | $3.16M | $634,257.16 | 25.15% |
| AL Acas LLC Acas LLC | 81,959 | $2.15M | $2.8M | $645,568.62 | 29.99% |
| KB Kristina Bentzen Paradigm, Strategies in Wealth Management LLC | 506,446 | $12.46M | $17.4M | $4.94M | 39.66% |
Rajesh Chelapurath Ceera Investments LLC | 111,537 | $3.5M | $3.81M | $304,116.9 | 8.68% |
| RWP Ridgecrest Wealth Partners LLC Ridgecrest Wealth Partners LLC | 25,766 | $673,672.3 | $879,264.75 | $205,592.45 | 30.52% |
Kyle P. Smith NewEdge Wealth LLC | 128,499 | $3.49M | $4.39M | $896,510.48 | 25.68% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 4,757 | $134,052.26 | $163,593.23 | $29,540.97 | 22.04% |
John Mezzasalma Mezzasalma Advisors LLC | 24,675 | $687,382.4 | $849,066.75 | $161,684.35 | 23.52% |
Shad Lamm Keystone Wealth Services LLC | 26,291 | $723,711.62 | $903,095.85 | $179,384.23 | 24.79% |
Dipen Mehta Invst LLC | 38,529 | $1.17M | $1.32M | $156,750.2 | 13.43% |
Jason E. Archambault SK Wealth Management LLC | 10,976 | $309,432.81 | $375,104.8 | $65,671.99 | 21.22% |
Daniel Cesta Pinnacle Wealth Management Group Inc. | 16,142 | $457,092.23 | $544,146.82 | $87,054.59 | 19.05% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 1.22M | $33.33M | $41.72M | $8.39M | 25.18% |
| TCL Therese C.D. Linden Bank of New Hampshire | 35,153 | $940,112.82 | $1.21M | $265,986.61 | 28.29% |
Ryan Sanford Elevation Capital Advisory LLC | 39,071 | $1.2M | $1.34M | $136,873.53 | 11.42% |