| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Colton Groome Financial Advisors LLC Colton Groome Financial Advisors LLC | 1,038 | $252,223.63 | $253,925.94 | $1,702.31 | 0.67% |
SkyOak Wealth SkyOak Wealth LLC | 30,101 | $5.88M | $7.36M | $1.48M | 25.2% |
PAX Financial Group PAX Financial Group LLC | 928 | $140,774.43 | $229,893.44 | $89,119.01 | 63.31% |
Michael Corrigan Advocate Group LLC | 1,184 | $287,700.17 | $289,641.92 | $1,941.75 | 0.67% |
| YA Yinka Akinsola Blue Trust Inc. | 6,451 | $1.21M | $1.58M | $368,920.18 | 30.51% |
Jonathan J. Marshall Spectrum Investment Advisors Inc. | 46,917 | $8.62M | $11.5M | $2.87M | 33.35% |
Scott V. Beechert Granby Capital Management LLC | 35,000 | $5.79M | $8.81M | $3.02M | 52.15% |
Jeff Ameen Spire Wealth Management | 13,426 | $2.16M | $3.28M | $1.13M | 52.2% |
Drew Waldron Canvas Wealth Advisors LLC | 3,308 | $635,330.92 | $809,236.04 | $173,905.12 | 27.37% |
Daren Blonski Fermata Advisors LLC | 4,100 | $695,933.71 | $1M | $307,049.29 | 44.12% |
Rajesh Chelapurath Ceera Investments LLC | 2,022 | $356,511.27 | $500,910.06 | $144,398.79 | 40.5% |
Melissa Tiscareno Bradley & Co. Private Wealth Management LLC | 1,695 | $342,108.91 | $423,427.95 | $81,319.04 | 23.77% |
Kyle P. Smith NewEdge Wealth LLC | 16,668 | $3.2M | $4.16M | $963,242.47 | 30.1% |
Jonathan Guyton Cornerstone Wealth Advisors Inc. | 38,289 | $6.73M | $9.37M | $2.63M | 39.11% |
| CAL CSM Advisors LLC CSM Advisors LLC | 13,484 | $2.71M | $3.39M | $679,884.51 | 25.06% |
Carrie Delgott Wescott Financial Advisory Group LLC | 3,438 | $614,374.97 | $841,037.94 | $226,662.97 | 36.89% |
John Mezzasalma Mezzasalma Advisors LLC | 4,340 | $863,866.97 | $1.08M | $220,308.43 | 25.5% |
Alexandria Fry Dentgroup LLC | 5,111 | $878,002.21 | $1.25M | $372,301.72 | 42.4% |
Dipen Mehta Invst LLC | 1,491 | $295,651.82 | $375,225.06 | $79,573.24 | 26.91% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 114,999 | $20.91M | $28.49M | $7.58M | 36.23% |