| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Vectors Research Management Vectors Research Management LLC | 11,995 | $218,165.06 | $428,761.27 | $210,596.21 | 96.53% |
Colton Groome Financial Advisors LLC Colton Groome Financial Advisors LLC | 14,824 | $205,905.36 | $529,068.56 | $323,163.2 | 156.95% |
Schwarz Dygos Wheeler Investment Schwarz Dygos Wheeler Investment Advisors LLC | 7,726 | $245,616.13 | $276,629.43 | $31,013.3 | 12.63% |
SkyOak Wealth SkyOak Wealth LLC | 786,395 | $15.13M | $27.9M | $12.77M | 84.35% |
Asio Capital Asio Capital LLC | 13,716 | $357,301.8 | $493,021.62 | $135,719.82 | 37.98% |
Pacific Capital Wealth Advisors Pacific Capital Wealth Advisors Inc. | 92,274 | $2.7M | $3.31M | $613,122.08 | 22.75% |
| RR rosemary richard WCG Wealth Advisors LLC | 35,543 | $1M | $1.25M | $251,909.56 | 25.14% |
| YA Yinka Akinsola Blue Trust Inc. | 19,471 | $553,852.65 | $699,203.61 | $145,350.96 | 26.24% |
Jeff Ameen Spire Wealth Management | 109,082 | $2.97M | $3.92M | $954,283.76 | 32.18% |
Daren Blonski Fermata Advisors LLC | 276,672 | $8.63M | $9.82M | $1.19M | 13.84% |
| AL Acas LLC Acas LLC | 87,999 | $1.64M | $3.16M | $1.51M | 92.2% |
| KB Kristina Bentzen Paradigm, Strategies in Wealth Management LLC | 578,342 | $8.69M | $20.36M | $11.67M | 134.35% |
Kyle P. Smith NewEdge Wealth LLC | 36,500 | $1.06M | $1.31M | $250,830.25 | 23.76% |
Jonathan Guyton Cornerstone Wealth Advisors Inc. | 1.54M | $25.19M | $54.37M | $29.18M | 115.86% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 8,220 | $214,131 | $292,385.4 | $78,254.4 | 36.55% |
Carrie Delgott Wescott Financial Advisory Group LLC | 14,312 | $471,967.34 | $509,149.4 | $37,182.06 | 7.88% |
John Mezzasalma Mezzasalma Advisors LLC | 5,600 | $201,208 | $199,024 | -$2,184 | -1.09% |
Shad Lamm Keystone Wealth Services LLC | 8,450 | $258,733.37 | $299,468 | $40,734.63 | 15.74% |
Dipen Mehta Invst LLC | 1.03M | $20.72M | $36.51M | $15.79M | 76.21% |
Jason E. Archambault SK Wealth Management LLC | 1.07M | $30.29M | $38.27M | $7.97M | 26.32% |