| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Winthrop Advisory Group Winthrop Advisory Group LLC | 2,194 | $477,146.66 | $777,904.64 | $300,757.98 | 63.03% |
SkyOak Wealth SkyOak Wealth LLC | 1,203 | $300,372.34 | $426,234.93 | $125,862.59 | 41.9% |
Adams Wealth Management Adams Wealth Management | 24,209 | $6.69M | $8.61M | $1.92M | 28.71% |
Michael Corrigan Advocate Group LLC | 82,307 | $19.33M | $29.32M | $9.99M | 51.66% |
| YA Yinka Akinsola Blue Trust Inc. | 1,051 | $210,928.8 | $372,999.89 | $162,071.09 | 76.84% |
Loraine Ell Better Money Decisions LLC | 1,107 | $250,627.35 | $393,721.15 | $143,093.8 | 57.09% |
Jeff Ameen Spire Wealth Management | 3,304 | $847,347.86 | $1.18M | $328,512.7 | 38.77% |
Drew Waldron Canvas Wealth Advisors LLC | 3,004 | $866,926.03 | $1.06M | $194,837.77 | 22.47% |
| AL Acas LLC Acas LLC | 910 | $184,475.2 | $323,295.7 | $138,820.5 | 75.25% |
Jennifer Easley Gitterman Wealth Management LLC | 865 | $246,784.5 | $307,922.7 | $61,138.2 | 24.77% |
Kyle P. Smith NewEdge Wealth LLC | 75,712 | $18.74M | $26.87M | $8.13M | 43.36% |
| KCM Kennicott Capital Management LLC Kennicott Capital Management LLC | 70,064 | $15.02M | $24.65M | $9.64M | 64.18% |
| GAG Goodman Advisory Group LLC Goodman Advisory Group LLC | 777 | $199,712.31 | $275,955.43 | $76,243.12 | 38.18% |
Carrie Delgott Wescott Financial Advisory Group LLC | 3,791 | $944,967.66 | $1.35M | $400,268.69 | 42.36% |
Shad Lamm Keystone Wealth Services LLC | 2,220 | $449,181.32 | $784,581.3 | $335,399.98 | 74.67% |
Alexandria Fry Dentgroup LLC | 4,907 | $1.05M | $1.74M | $689,062.71 | 65.36% |
Shawn M. McHugh WealthTrust Asset Management LLC | 3,340 | $695,246.98 | $1.19M | $494,093.62 | 71.07% |
Jason E. Archambault SK Wealth Management LLC | 1,048 | $269,808.57 | $371,830.52 | $102,021.95 | 37.81% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 8,052 | $2.13M | $2.86M | $731,067.03 | 34.37% |
Joseph Castro Nuveen LLC | 1,936 | $665,512 | $687,086.38 | $21,574.38 | 3.24% |