| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Keebeck Wealth Management Keebeck Wealth Management LLC | 2,287 | $251,483.46 | $366,057.22 | $114,573.76 | 45.56% |
| RR rosemary richard WCG Wealth Advisors LLC | 21,594 | $2.71M | $3.46M | $753,035.39 | 27.82% |
| YA Yinka Akinsola Blue Trust Inc. | 2,447 | $313,776.46 | $389,219.82 | $75,443.36 | 24.04% |
Jonathan J. Marshall Spectrum Investment Advisors Inc. | 1,411 | $202,506.42 | $225,463.69 | $22,957.27 | 11.34% |
Loraine Ell Better Money Decisions LLC | 4,329 | $524,760.73 | $691,947.36 | $167,186.63 | 31.86% |
Jeff Ameen Spire Wealth Management | 11,011 | $1.28M | $1.76M | $478,599.5 | 37.31% |
| AL Acas LLC Acas LLC | 2,183 | $244,340.9 | $348,559.61 | $104,218.71 | 42.65% |
| SMM Stephen Michael Mangold Tectonic Advisors LLC | 1,400 | $221,242 | $224,658 | $3,416 | 1.54% |
| RWP Ridgecrest Wealth Partners LLC Ridgecrest Wealth Partners LLC | 17,142 | $2.13M | $2.74M | $613,374.97 | 28.83% |
Kyle P. Smith NewEdge Wealth LLC | 14,369 | $2.01M | $2.29M | $282,577.75 | 14.05% |
John Ledford FWG Holdings LLC | 3,860 | $428,250.99 | $621,575.8 | $193,324.81 | 45.14% |
Mack, Connie Clarity Financial LLC | 11,907 | $1.36M | $1.92M | $558,820.2 | 41.13% |
| EBA Eagle Bay Advisors LLC Eagle Bay Advisors LLC | 3,174 | $348,019.99 | $511,664.67 | $163,644.68 | 47.02% |
Carrie Delgott Wescott Financial Advisory Group LLC | 2,444 | $268,340.77 | $393,850.6 | $125,509.83 | 46.77% |
John Mezzasalma Mezzasalma Advisors LLC | 2,453 | $225,144.18 | $394,687.7 | $169,543.52 | 75.3% |
Matt Hunter Heartland Bank & Trust Co. | 6,337 | $938,509.7 | $1.02M | $81,113.6 | 8.64% |
Shad Lamm Keystone Wealth Services LLC | 4,343 | $484,841.57 | $696,530.34 | $211,688.77 | 43.66% |
Alexandria Fry Dentgroup LLC | 3,803 | $424,228.24 | $607,225.01 | $182,996.77 | 43.14% |
Dipen Mehta Invst LLC | 3,362 | $387,337.09 | $539,365.66 | $152,028.57 | 39.25% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 65,154 | $8.98M | $10.4M | $1.42M | 15.83% |