| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Colton Groome Financial Advisors LLC Colton Groome Financial Advisors LLC | 6,546 | $227,866.26 | $223,022.22 | -$4,844.04 | -2.13% |
SkyOak Wealth SkyOak Wealth LLC | 18,744 | $428,858.34 | $638,608.08 | $209,749.74 | 48.91% |
Pacific Capital Wealth Advisors Pacific Capital Wealth Advisors Inc. | 29,725 | $658,892.07 | $1.01M | $353,838.68 | 53.7% |
Michael Corrigan Advocate Group LLC | 8,100 | $205,173 | $275,967 | $70,794 | 34.5% |
| YA Yinka Akinsola Blue Trust Inc. | 21,623 | $611,999.46 | $736,695.61 | $124,696.15 | 20.38% |
Jeff Ameen Spire Wealth Management | 6,219 | $196,915.45 | $211,881.33 | $14,965.88 | 7.6% |
| AL Acas LLC Acas LLC | 79,468 | $1.89M | $2.71M | $819,009.82 | 43.37% |
Kyle P. Smith NewEdge Wealth LLC | 94,850 | $2.69M | $3.31M | $620,080.86 | 23.08% |
Jonathan Guyton Cornerstone Wealth Advisors Inc. | 652,147 | $15.09M | $22.22M | $7.13M | 47.26% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 30,834 | $968,478.06 | $1.09M | $122,120.52 | 12.61% |
Carrie Delgott Wescott Financial Advisory Group LLC | 47,703 | $1.42M | $1.63M | $201,565.41 | 14.16% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 1.63M | $43.11M | $55.43M | $12.32M | 28.59% |
Joseph Castro Nuveen LLC | 35,660 | $1.24M | $1.24M | $1,800.6 | 0.15% |
Tina Tenret Tenret Co. LLC | 11,717 | $262,984.54 | $399,198.19 | $136,213.65 | 51.8% |
Hannah Tackett Penobscot Wealth Management | 8,247 | $228,591.45 | $280,975.29 | $52,383.84 | 22.92% |
Sima Elimelech Activest Wealth Management | 29 | $844.19 | $988.03 | $143.84 | 17.04% |
Robert Tutela Essex LLC | 8,179 | $210,743.96 | $278,658.53 | $67,914.57 | 32.23% |
Brian Baylis Bell Investment Advisors Inc. | 7,096 | $187,523.25 | $247,366.56 | $59,843.31 | 31.91% |
Andrew Endelman Independent Wealth Network Inc. | 26,718 | $730,942.35 | $910,282.26 | $179,339.91 | 24.54% |
Janet Messer FRG Family Wealth Advisors LLC | 6,861 | $203,154.21 | $233,754.27 | $30,600.06 | 15.06% |