| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Winthrop Advisory Group Winthrop Advisory Group LLC | 8,095 | $1.04M | $1.31M | $266,996.33 | 25.57% |
SkyOak Wealth SkyOak Wealth LLC | 1,455 | $205,082.25 | $235,651.81 | $30,569.56 | 14.91% |
Pacific Capital Wealth Advisors Pacific Capital Wealth Advisors Inc. | 182,780 | $20.27M | $29.6M | $9.33M | 46.01% |
PAX Financial Group PAX Financial Group LLC | 20,952 | $2.13M | $3.46M | $1.33M | 62.68% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 2,287 | $251,483.46 | $379,779.22 | $128,295.76 | 51.02% |
| RR rosemary richard WCG Wealth Advisors LLC | 21,594 | $2.71M | $3.6M | $888,861.65 | 32.84% |
| YA Yinka Akinsola Blue Trust Inc. | 2,513 | $320,488.66 | $407,005.51 | $86,516.85 | 27% |
Jonathan J. Marshall Spectrum Investment Advisors Inc. | 1,411 | $202,506.42 | $228,116.37 | $25,609.95 | 12.65% |
Loraine Ell Better Money Decisions LLC | 4,329 | $524,760.73 | $701,124.88 | $176,364.15 | 33.61% |
Jeff Ameen Spire Wealth Management | 11,011 | $1.28M | $1.78M | $500,511.5 | 39.02% |
| AL Acas LLC Acas LLC | 2,183 | $244,340.9 | $353,558.7 | $109,217.8 | 44.7% |
| SMM Stephen Michael Mangold Tectonic Advisors LLC | 1,400 | $221,242 | $226,744.01 | $5,502.01 | 2.49% |
| RWP Ridgecrest Wealth Partners LLC Ridgecrest Wealth Partners LLC | 17,142 | $2.13M | $2.83M | $705,941.77 | 33.18% |
Kyle P. Smith NewEdge Wealth LLC | 14,369 | $2.01M | $2.38M | $368,648.06 | 18.33% |
John Ledford FWG Holdings LLC | 3,860 | $428,250.99 | $642,767.2 | $214,516.21 | 50.09% |
Mack, Connie Clarity Financial LLC | 11,907 | $1.36M | $1.93M | $569,893.83 | 41.95% |
| EBA Eagle Bay Advisors LLC Eagle Bay Advisors LLC | 3,174 | $348,019.99 | $514,061.07 | $166,041.08 | 47.71% |
Carrie Delgott Wescott Financial Advisory Group LLC | 2,444 | $268,340.77 | $395,830.26 | $127,489.49 | 47.51% |
John Mezzasalma Mezzasalma Advisors LLC | 2,453 | $225,144.18 | $406,265.86 | $181,121.68 | 80.45% |
Matt Hunter Heartland Bank & Trust Co. | 6,337 | $938,509.7 | $1.06M | $117,678.09 | 12.54% |