| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Austin Private Wealth Austin Private Wealth LLC | 239,034 | $24.85M | $33.99M | $9.14M | 36.77% |
Jeff Ameen Spire Wealth Management | 26,252 | $3.04M | $3.79M | $747,995.99 | 24.63% |
Shad Lamm Keystone Wealth Services LLC | 1,985 | $320,656.88 | $282,147.9 | -$38,508.98 | -12.01% |
Alexandria Fry Dentgroup LLC | 1,778 | $212,150.96 | $254,556.26 | $42,405.3 | 19.99% |
Dipen Mehta Invst LLC | 284,962 | $33.38M | $40.51M | $7.13M | 21.36% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 93,613 | $10.59M | $13.39M | $2.8M | 26.45% |
Ryan Sanford Elevation Capital Advisory LLC | 31,212 | $4.87M | $4.46M | -$410,190.19 | -8.42% |
Joseph Castro Nuveen LLC | 3,793 | $612,722 | $550,667.7 | -$62,054.3 | -10.13% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 1,429 | $174,724.4 | $203,146.64 | $28,422.24 | 16.27% |
Suzanne Cross JTC Employer Solutions Trustee Ltd | 193,800 | $26.1M | $27.55M | $1.45M | 5.56% |
Richard Slavik Newbridge Financial Services Group Inc. | 1,671 | $253,257.92 | $242,595.76 | -$10,662.16 | -4.21% |
Kimberly Cappellano Private Wealth Asset Management LLC | 2,000 | $240,751.4 | $286,850 | $46,098.6 | 19.15% |
Eddie Wilcox Rollins Financial Advisors LLC | 88,256 | $10.42M | $12.64M | $2.21M | 21.25% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 1,941 | $313,476 | $275,602.59 | -$37,873.41 | -12.08% |
Brian Baylis Bell Investment Advisors Inc. | 2,350 | $155,666.46 | $338,823 | $183,156.54 | 117.66% |
| KC Kasey Cook Maripau Wealth Management LLC | 2,814 | $326,311.71 | $402,767.82 | $76,456.11 | 23.43% |
Bobby Adusumilli SJS Investment Consulting Inc. | 11 | $1,331.66 | $1,585.98 | $254.32 | 19.1% |
| MTW Mary Therese Walsh WIN ADVISORS Inc. | 59,881 | $9.67M | $8.59M | -$1.08M | -11.19% |
Nathan C. Goodman Family Investment Center Inc. | 330,159 | $28.83M | $47.59M | $18.76M | 65.06% |
Ryan Charles Stout Theory Financial LLC | 13,395 | $1.46M | $1.93M | $463,815.09 | 31.73% |