| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Schwarz Dygos Wheeler Investment Schwarz Dygos Wheeler Investment Advisors LLC | 20,739 | $1.78M | $2.07M | $294,439.97 | 16.54% |
SkyOak Wealth SkyOak Wealth LLC | 4,009 | $328,313.89 | $400,980.17 | $72,666.28 | 22.13% |
Pacific Capital Wealth Advisors Pacific Capital Wealth Advisors Inc. | 32,209 | $2.87M | $3.22M | $352,366.36 | 12.28% |
| YA Yinka Akinsola Blue Trust Inc. | 18,480 | $1.6M | $1.85M | $246,691.08 | 15.4% |
Jeff Ameen Spire Wealth Management | 7,170 | $626,995.08 | $717,143.38 | $90,148.3 | 14.38% |
| SMM Stephen Michael Mangold Tectonic Advisors LLC | 235,265 | $21.93M | $23.53M | $1.6M | 7.32% |
Kyle P. Smith NewEdge Wealth LLC | 28,433 | $2.36M | $2.84M | $484,224.06 | 20.52% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 13,119 | $1.17M | $1.31M | $143,521.82 | 12.28% |
| EBA Eagle Bay Advisors LLC Eagle Bay Advisors LLC | 9,362 | $830,409.4 | $936,387.21 | $105,977.81 | 12.76% |
| DM Dipen Mehta Invst LLC | 4,407 | $383,504.16 | $440,788.13 | $57,283.97 | 14.94% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 195,158 | $17.46M | $19.52M | $2.06M | 11.81% |
Kasey Fegan Corsicana & Co. | 660 | $61,945.4 | $66,013.2 | $4,067.8 | 6.57% |
Bethany Wagner Level Financial Advisors | 2,531 | $229,156.74 | $253,150.61 | $23,993.87 | 10.47% |
Joseph Castro Nuveen LLC | 412,638 | $36.92M | $41.27M | $4.35M | 11.79% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 5,884 | $534,006.34 | $588,517.66 | $54,511.32 | 10.21% |
Mark Hansen Hansen & Associates Financial Group Inc. | 21,808 | $1.97M | $2.18M | $212,668.88 | 10.8% |
| TT Tina Tenret Tenret Co. LLC | 2,695 | $225,733.2 | $269,553.89 | $43,820.69 | 19.41% |
| HT Hannah Tackett Penobscot Wealth Management | 18,696 | $1.79M | $1.87M | $79,101.59 | 4.42% |
Kimberly Van Winkle Twelve Points Wealth Management LLC | 2,855 | $258,491.7 | $285,557.09 | $27,065.39 | 10.47% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 2,917 | $281,286.31 | $291,758.33 | $10,472.02 | 3.72% |