| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
SkyOak Wealth SkyOak Wealth LLC | 7,232 | $1.27M | $2.59M | $1.32M | 103.79% |
Adams Wealth Management Adams Wealth Management | 11,723 | $4.19M | $4.32M | $131,724.82 | 3.15% |
Blue Zone Wealth Advisors Blue Zone Wealth Advisors LLC | 12,100 | $2.53M | $4.43M | $1.9M | 75.29% |
Pacific Capital Wealth Advisors Pacific Capital Wealth Advisors Inc. | 4,366 | $1.22M | $1.58M | $358,077.35 | 29.36% |
PAX Financial Group PAX Financial Group LLC | 3,658 | $1.01M | $1.32M | $310,611.12 | 30.87% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 11,601 | $3.85M | $4.08M | $228,856.7 | 5.94% |
Michael Corrigan Advocate Group LLC | 4,040 | $815,208.86 | $1.47M | $657,694.34 | 80.68% |
Daniel Russell Naviter Wealth LLC | 25,926 | $5.68M | $9.25M | $3.58M | 62.98% |
| RR rosemary richard WCG Wealth Advisors LLC | 66,884 | $27.12M | $23.61M | -$3.5M | -12.92% |
| YA Yinka Akinsola Blue Trust Inc. | 14,906 | $4.69M | $5.4M | $712,413.02 | 15.19% |
Jonathan J. Marshall Spectrum Investment Advisors Inc. | 1,380 | $611,951.16 | $497,434.8 | -$114,516.36 | -18.71% |
| DG Dana Glandien Siemens Fonds Invest GmbH | 70,714 | $19.48M | $24.84M | $5.37M | 27.56% |
Richard Zito Flynn Zito Capital Management LLC | 3,144 | $939,644.1 | $1.14M | $203,954.46 | 21.71% |
Loraine Ell Better Money Decisions LLC | 2,486 | $789,702.76 | $898,738.72 | $109,035.96 | 13.81% |
Jeff Ameen Spire Wealth Management | 16,324 | $4.32M | $5.92M | $1.6M | 36.91% |
Drew Waldron Canvas Wealth Advisors LLC | 42,792 | $10.13M | $15.3M | $5.17M | 50.99% |
Michelle Dubey Yousif Capital Management LLC | 280,084 | $92.12M | $101.51M | $9.39M | 10.2% |
Peter Platt Platt Investment Counsel LLC | 1,320 | $310,490.4 | $464,508 | $154,017.6 | 49.6% |
Daren Blonski Fermata Advisors LLC | 3,882 | $1.27M | $1.39M | $120,758.99 | 9.5% |
| AL Acas LLC Acas LLC | 1,643 | $445,227.7 | $593,648.76 | $148,421.06 | 33.34% |