| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jonathan J. Marshall Spectrum Investment Advisors Inc. | 1,431 | $317,617.72 | $341,379.36 | $23,761.64 | 7.48% |
Loraine Ell Better Money Decisions LLC | 3,323 | $509,627.92 | $794,761.91 | $285,133.99 | 55.95% |
Jeff Ameen Spire Wealth Management | 33,489 | $6.27M | $8.01M | $1.74M | 27.68% |
Drew Waldron Canvas Wealth Advisors LLC | 1,489 | $295,432.57 | $356,124.13 | $60,691.56 | 20.54% |
Daren Blonski Fermata Advisors LLC | 1,312 | $282,799.22 | $313,791.04 | $30,991.82 | 10.96% |
| AL Acas LLC Acas LLC | 3,145 | $493,283.94 | $752,189.65 | $258,905.71 | 52.49% |
Jason Kaplan Howard Capital Management Group LLC | 1,926 | $357,404.68 | $460,641.42 | $103,236.74 | 28.89% |
| RWP Ridgecrest Wealth Partners LLC Ridgecrest Wealth Partners LLC | 29,329 | $5.01M | $7.01M | $2.01M | 40.14% |
Kyle P. Smith NewEdge Wealth LLC | 101,715 | $17.6M | $24.94M | $7.34M | 41.73% |
Mack, Connie Clarity Financial LLC | 2,467 | $487,533.92 | $590,032.39 | $102,498.47 | 21.02% |
Jessica Clark Caerus Investment Advisors LLC | 2,063 | $403,545.52 | $506,301.46 | $102,755.94 | 25.46% |
| CAL CSM Advisors LLC CSM Advisors LLC | 20,400 | $3.33M | $5.01M | $1.67M | 50.16% |
Shad Lamm Keystone Wealth Services LLC | 22,691 | $4.35M | $5.43M | $1.08M | 24.88% |
Alexandria Fry Dentgroup LLC | 12,226 | $2.08M | $2.92M | $848,619.51 | 40.89% |
Dipen Mehta Invst LLC | 5,018 | $812,912.84 | $1.23M | $418,604.72 | 51.49% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 70,179 | $13.94M | $16.78M | $2.85M | 20.43% |
| YL Yosef Levy Y.D. More Investments Ltd. | 136 | $20,945 | $32,527.12 | $11,582.12 | 55.3% |
| TCL Therese C.D. Linden Bank of New Hampshire | 55 | $10,770.65 | $13,154.35 | $2,383.7 | 22.13% |
Ryan Sanford Elevation Capital Advisory LLC | 20,472 | $4.84M | $4.9M | $52,203.6 | 1.08% |
Bethany Wagner Level Financial Advisors | 1,228 | $240,895.61 | $293,700.76 | $52,805.15 | 21.92% |