| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Colton Groome Financial Advisors LLC Colton Groome Financial Advisors LLC | 44,297 | $2.02M | $2.98M | $960,337.7 | 47.65% |
Blue Zone Wealth Advisors Blue Zone Wealth Advisors LLC | 8,750 | $400,339.06 | $589,575 | $189,235.94 | 47.27% |
Pacific Capital Wealth Advisors Pacific Capital Wealth Advisors Inc. | 4,170 | $255,454.2 | $276,825.45 | $21,371.25 | 8.37% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 3,940 | $175,999.8 | $267,447.2 | $91,447.4 | 51.96% |
Christian McGill CFC Planning Co. LLC | 47,368 | $2.55M | $3.15M | $609,213.67 | 23.94% |
| RR rosemary richard WCG Wealth Advisors LLC | 39,778 | $1.95M | $2.71M | $752,002.73 | 38.47% |
| YA Yinka Akinsola Blue Trust Inc. | 268,791 | $12.22M | $18.18M | $5.96M | 48.77% |
Jeff Ameen Spire Wealth Management | 75,423 | $3.7M | $5.02M | $1.32M | 35.51% |
Daren Blonski Fermata Advisors LLC | 24,729 | $1.14M | $1.67M | $528,629.14 | 46.31% |
Keith Dubauskas One Plus One Wealth Management LLC | 24,477 | $994,000.35 | $1.63M | $633,108.22 | 63.69% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 7,522 | $400,626.07 | $500,852.37 | $100,226.3 | 25.02% |
Kyle P. Smith NewEdge Wealth LLC | 52,488 | $2.62M | $3.49M | $864,343 | 32.95% |
Mack, Connie Clarity Financial LLC | 4,982 | $212,097.66 | $334,690.76 | $122,593.1 | 57.8% |
Hafeez Esmail Main Management Fund Advisors LLC | 2.8M | $142.71M | $190.56M | $47.85M | 33.53% |
Shad Lamm Keystone Wealth Services LLC | 4,453 | $272,790.78 | $301,668.48 | $28,877.7 | 10.59% |
Dipen Mehta Invst LLC | 33,812 | $1.67M | $2.29M | $619,042.7 | 37.02% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 16,533 | $765,473.95 | $1.1M | $333,474.56 | 43.56% |
Kasey Fegan Corsicana & Co. | 350 | $14,008.75 | $23,705.5 | $9,696.75 | 69.22% |
| YL Yosef Levy Y.D. More Investments Ltd. | 2,154 | $92,255.82 | $146,256.6 | $54,000.78 | 58.53% |
| TCL Therese C.D. Linden Bank of New Hampshire | 39,657 | $1.27M | $2.69M | $1.42M | 112.37% |