| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DH Doug Hutchinson Wrapmanager Inc | 112,110 | $4.59M | $7.11M | $2.51M | 54.73% |
| AKW Adriel Kuan Wui Loh OVERSEA-CHINESE BANKING Corp Ltd | 87,297 | $4.5M | $5.51M | $1.01M | 22.37% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 441,220 | $19.54M | $27.85M | $8.31M | 42.55% |
| JH Jonathan Hartzler Mcdonald Partners LLC | 26,462 | $1.1M | $1.67M | $572,671.97 | 52.17% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 5.26M | $244.48M | $332.18M | $87.7M | 35.87% |
Point72 Asset Management LP Point72 Asset Management LP | 35,399 | $2.15M | $2.23M | $82,479.88 | 3.83% |
Colton Groome Financial Advisors LLC Colton Groome Financial Advisors LLC | 36,596 | $1.54M | $2.32M | $775,350.64 | 50.19% |
SkyOak Wealth SkyOak Wealth LLC | 487,942 | $21.08M | $30.82M | $9.74M | 46.18% |
Asio Capital Asio Capital LLC | 3,909 | $204,647.76 | $246,814.26 | $42,166.5 | 20.6% |
PAX Financial Group PAX Financial Group LLC | 68,791 | $3.65M | $4.36M | $711,855.9 | 19.51% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 7,116 | $363,933 | $448,130.1 | $84,197.1 | 23.14% |
| RR rosemary richard WCG Wealth Advisors LLC | 51,134 | $2.76M | $3.22M | $466,292.89 | 16.91% |
| YA Yinka Akinsola Blue Trust Inc. | 3,231 | $174,756.04 | $203,940.72 | $29,184.68 | 16.7% |
Loraine Ell Better Money Decisions LLC | 36,647 | $1.58M | $2.31M | $736,132.91 | 46.67% |
Jeff Ameen Spire Wealth Management | 117,655 | $4.95M | $7.43M | $2.48M | 50.06% |
Eric Becker Guardian Wealth Advisors LLC | 219,716 | $11.44M | $13.86M | $2.42M | 21.14% |
Jason Kaplan Howard Capital Management Group LLC | 4,273 | $214,077.3 | $270,822.74 | $56,745.44 | 26.51% |
Rajesh Chelapurath Ceera Investments LLC | 108,046 | $5.95M | $6.82M | $869,416.8 | 14.61% |
Donna Rittershausen Koss-Olinger Consulting LLC | 51,812 | $2.87M | $3.28M | $410,315.04 | 14.28% |
Kyle P. Smith NewEdge Wealth LLC | 12,585 | $668,046.32 | $793,106.7 | $125,060.38 | 18.72% |