| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AB Anthony Bruccoleri Equitable Holdings Inc. | 62,860 | $1.3M | $1.7M | $401,631.68 | 30.97% |
Private Capital Private Capital Management | 69,016 | $1.2M | $1.88M | $676,224.42 | 56.19% |
Colton Groome Financial Advisors LLC Colton Groome Financial Advisors LLC | 27,004 | $541,107.96 | $735,048.88 | $193,940.92 | 35.84% |
Austin Private Wealth Austin Private Wealth LLC | 8,968 | $198,192.8 | $242,674.08 | $44,481.28 | 22.44% |
Blue Zone Wealth Advisors Blue Zone Wealth Advisors LLC | 48,679 | $1.14M | $1.32M | $179,132.58 | 15.77% |
Pacific Capital Wealth Advisors Pacific Capital Wealth Advisors Inc. | 190,825 | $3.19M | $5.15M | $1.96M | 61.51% |
| YA Yinka Akinsola Blue Trust Inc. | 15,779 | $374,357.2 | $424,297.31 | $49,940.11 | 13.34% |
Jeff Ameen Spire Wealth Management | 14,516 | $297,544.9 | $392,222.32 | $94,677.42 | 31.82% |
Drew Waldron Canvas Wealth Advisors LLC | 9,812 | $185,522 | $265,807.08 | $80,285.08 | 43.28% |
Eric Becker Guardian Wealth Advisors LLC | 23,435 | $437,288.74 | $631,221.72 | $193,932.98 | 44.35% |
Daren Blonski Fermata Advisors LLC | 53,879 | $1.48M | $1.46M | -$22,090.39 | -1.49% |
| KB Kristina Bentzen Paradigm, Strategies in Wealth Management LLC | 301,231 | $4.55M | $8.11M | $3.57M | 78.42% |
Donna Rittershausen Koss-Olinger Consulting LLC | 36,418 | $712,336.87 | $991,297.96 | $278,961.09 | 39.16% |
Kyle P. Smith NewEdge Wealth LLC | 47,975 | $1.02M | $1.29M | $277,390.25 | 27.3% |
Jonathan Guyton Cornerstone Wealth Advisors Inc. | 935,344 | $19.28M | $25.19M | $5.91M | 30.63% |
Jessica Clark Caerus Investment Advisors LLC | 9,558 | $229,774.32 | $258,362.3 | $28,587.98 | 12.44% |
Carrie Delgott Wescott Financial Advisory Group LLC | 27,781 | $550,516.52 | $755,087.58 | $204,571.06 | 37.16% |
Shad Lamm Keystone Wealth Services LLC | 9,575 | $265,227.5 | $258,821.82 | -$6,405.68 | -2.42% |
Dipen Mehta Invst LLC | 778,497 | $15.07M | $21.03M | $5.96M | 39.54% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 915,139 | $18.97M | $24.68M | $5.71M | 30.07% |