| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
SkyOak Wealth SkyOak Wealth LLC | 1,786 | $231,446.8 | $358,816.33 | $127,369.53 | 55.03% |
| YA Yinka Akinsola Blue Trust Inc. | 752 | $118,397.03 | $151,227.2 | $32,830.17 | 27.73% |
Jonathan J. Marshall Spectrum Investment Advisors Inc. | 6,248 | $1.11M | $1.26M | $144,179.27 | 12.98% |
Loraine Ell Better Money Decisions LLC | 1,376 | $222,562.31 | $276,445.28 | $53,882.97 | 24.21% |
Jeff Ameen Spire Wealth Management | 33,345 | $4.9M | $6.73M | $1.83M | 37.27% |
| RC Rajesh Chelapurath Ceera Investments LLC | 1,320 | $230,696.7 | $265,194.6 | $34,497.9 | 14.95% |
Kyle P. Smith NewEdge Wealth LLC | 14,159 | $2.37M | $2.85M | $472,745.14 | 19.91% |
| EBA Eagle Bay Advisors LLC Eagle Bay Advisors LLC | 1,985 | $285,653.91 | $399,362.15 | $113,708.24 | 39.81% |
Carrie Delgott Wescott Financial Advisory Group LLC | 7,478 | $1.11M | $1.5M | $393,540.83 | 35.45% |
Alexandria Fry Dentgroup LLC | 7,221 | $1.08M | $1.45M | $369,209.29 | 34.09% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 21,203 | $3.45M | $4.27M | $812,540.72 | 23.53% |
Bethany Wagner Level Financial Advisors | 1,187 | $207,252.27 | $239,524.73 | $32,272.46 | 15.57% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 5,123 | $855,663.65 | $1.03M | $178,106.52 | 20.82% |
| TT Tina Tenret Tenret Co. LLC | 33,888 | $4.93M | $6.82M | $1.89M | 38.39% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 1,327 | $231,821.11 | $267,775.33 | $35,954.22 | 15.51% |
| JT Jarrett Topel Topel & Distasi Wealth Management LLC | 3,107 | $456,798.99 | $625,097.33 | $168,298.34 | 36.84% |
Kimberly Cappellano Private Wealth Asset Management LLC | 1,475 | $237,400.15 | $296,489.75 | $59,089.6 | 24.89% |
| EW Eddie Wilcox Rollins Financial Advisors LLC | 3,033 | $538,677.44 | $610,209.27 | $71,531.83 | 13.28% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 2,522 | $422,327.95 | $506,947.22 | $84,619.27 | 20.04% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 1,189 | $210,892.93 | $238,989 | $28,096.07 | 13.32% |