| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
SkyOak Wealth SkyOak Wealth LLC | 26,876 | $1.3M | $2.29M | $991,240.36 | 76.33% |
Blue Zone Wealth Advisors Blue Zone Wealth Advisors LLC | 36,516 | $1.32M | $3.11M | $1.79M | 135.09% |
PAX Financial Group PAX Financial Group LLC | 21,699 | $1.69M | $1.85M | $157,771.74 | 9.33% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 43,827 | $1.48M | $3.91M | $2.43M | 164.81% |
Michael Corrigan Advocate Group LLC | 35,617 | $1.99M | $3.03M | $1.04M | 52.52% |
Christian McGill CFC Planning Co. LLC | 2,559 | $220,476 | $218,026.8 | -$2,449.2 | -1.11% |
Daniel Russell Naviter Wealth LLC | 5,103 | $439,572.42 | $456,208.2 | $16,635.78 | 3.78% |
| RR rosemary richard WCG Wealth Advisors LLC | 40,114 | $3.46M | $3.58M | $128,966.51 | 3.73% |
| YA Yinka Akinsola Blue Trust Inc. | 65,280 | $3.85M | $5.56M | $1.72M | 44.58% |
Jonathan J. Marshall Spectrum Investment Advisors Inc. | 2,340 | $201,568 | $192,043.8 | -$9,524.2 | -4.73% |
Jeff Ameen Spire Wealth Management | 108,463 | $5.86M | $9.24M | $3.39M | 57.82% |
Drew Waldron Canvas Wealth Advisors LLC | 47,993 | $2.03M | $4.09M | $2.06M | 101.77% |
Daren Blonski Fermata Advisors LLC | 8,409 | $622,173.69 | $716,446.8 | $94,273.11 | 15.15% |
| AL Acas LLC Acas LLC | 26,484 | $1.19M | $2.26M | $1.07M | 90.33% |
Cole Holmlund Alaethes Wealth LLC | 7,871 | $556,131.57 | $703,313.2 | $147,181.63 | 26.47% |
| SMM Stephen Michael Mangold Tectonic Advisors LLC | 27,136 | $1.59M | $2.31M | $726,819.2 | 45.85% |
| RWP Ridgecrest Wealth Partners LLC Ridgecrest Wealth Partners LLC | 4,494 | $295,191.9 | $382,888.8 | $87,696.9 | 29.71% |
Donna Rittershausen Koss-Olinger Consulting LLC | 3,694 | $228,289.2 | $330,206.66 | $101,917.46 | 44.64% |
Jennifer Easley Gitterman Wealth Management LLC | 2,772 | $202,550.04 | $236,174.4 | $33,624.36 | 16.6% |
Melissa Tiscareno Bradley & Co. Private Wealth Management LLC | 1,704 | $72,999.36 | $152,320.56 | $79,321.2 | 108.66% |