| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Daniel Russell Naviter Wealth LLC | 28,097 | $2M | $1.97M | -$31,047.19 | -1.55% |
| RR rosemary richard WCG Wealth Advisors LLC | 22,322 | $1.13M | $1.56M | $424,719.16 | 37.49% |
| YA Yinka Akinsola Blue Trust Inc. | 38,289 | $2.16M | $2.69M | $528,745.25 | 24.49% |
Jeff Ameen Spire Wealth Management | 28,554 | $1.42M | $2M | $588,308.34 | 41.53% |
Drew Waldron Canvas Wealth Advisors LLC | 21,625 | $1.01M | $1.51M | $504,948.75 | 50.11% |
Eric Becker Guardian Wealth Advisors LLC | 363,141 | $16.7M | $25.34M | $8.64M | 51.72% |
Daren Blonski Fermata Advisors LLC | 33,044 | $1.65M | $2.32M | $670,374.2 | 40.64% |
| AL Acas LLC Acas LLC | 3,851 | $184,914.39 | $270,128.39 | $85,214 | 46.08% |
Cole Holmlund Alaethes Wealth LLC | 15,040 | $815,886.21 | $1.05M | $238,192.19 | 29.19% |
| SMM Stephen Michael Mangold Tectonic Advisors LLC | 827,709 | $42.54M | $58.04M | $15.5M | 36.43% |
Rajesh Chelapurath Ceera Investments LLC | 4,069 | $231,973.69 | $285,358.97 | $53,385.28 | 23.01% |
| TJD Timothy J. Dolan GP Brinson Investments LLC | 643,764 | $30.26M | $44.92M | $14.66M | 48.43% |
Donna Rittershausen Koss-Olinger Consulting LLC | 16,052 | $1.03M | $1.13M | $97,556.87 | 9.47% |
Kyle P. Smith NewEdge Wealth LLC | 1.61M | $99.6M | $112.81M | $13.21M | 13.26% |
Mack, Connie Clarity Financial LLC | 4,486 | $271,649.69 | $315,119.07 | $43,469.38 | 16% |
Jonathan Guyton Cornerstone Wealth Advisors Inc. | 424,087 | $22.16M | $29.63M | $7.48M | 33.74% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 4,920 | $286,764.99 | $345,580.8 | $58,815.81 | 20.51% |
Jessica Clark Caerus Investment Advisors LLC | 4,032 | $241,597.44 | $282,804.48 | $41,207.04 | 17.06% |
| EBA Eagle Bay Advisors LLC Eagle Bay Advisors LLC | 32,704 | $1.95M | $2.29M | $336,855.19 | 17.29% |
Chris Williams Applied Capital LLC | 357,083 | $17.61M | $24.91M | $7.3M | 41.48% |