| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Daniel Russell Naviter Wealth LLC | 9,476 | $1.12M | $1.66M | $547,409.36 | 49.03% |
| RR rosemary richard WCG Wealth Advisors LLC | 188,477 | $25.99M | $33.09M | $7.1M | 27.33% |
| YA Yinka Akinsola Blue Trust Inc. | 6,838 | $874,431.68 | $1.2M | $326,252.74 | 37.31% |
Loraine Ell Better Money Decisions LLC | 1,582 | $200,312.84 | $277,783.38 | $77,470.54 | 38.67% |
Jeff Ameen Spire Wealth Management | 146,887 | $16.45M | $25.79M | $9.35M | 56.83% |
| DW Drew Waldron Canvas Wealth Advisors LLC | 2,032 | $276,595.17 | $356,798.88 | $80,203.71 | 29% |
Daren Blonski Fermata Advisors LLC | 1,215 | $231,481.8 | $213,341.85 | -$18,139.95 | -7.84% |
Cole Holmlund Alaethes Wealth LLC | 3,288 | $300,867.04 | $577,339.92 | $276,472.88 | 91.89% |
Jason Kaplan Howard Capital Management Group LLC | 1,464 | $278,921.28 | $257,063.76 | -$21,857.52 | -7.84% |
| RWP Ridgecrest Wealth Partners LLC Ridgecrest Wealth Partners LLC | 2,570 | $225,625.7 | $451,266.3 | $225,640.6 | 100.01% |
| DR Donna Rittershausen Koss-Olinger Consulting LLC | 19,519 | $2.2M | $3.43M | $1.22M | 55.51% |
Melissa Tiscareno Bradley & Co. Private Wealth Management LLC | 2,126 | $141,187.66 | $373,304.34 | $232,116.68 | 164.4% |
Kyle P. Smith NewEdge Wealth LLC | 47,182 | $5.18M | $8.28M | $3.11M | 60.06% |
Mack, Connie Clarity Financial LLC | 197,512 | $18.17M | $34.68M | $16.52M | 90.92% |
| KCM Kennicott Capital Management LLC Kennicott Capital Management LLC | 76,223 | $6.65M | $13.38M | $6.74M | 101.39% |
| EN Erica Nortman Capitol Family Office Inc. | 34,642 | $4.27M | $6.08M | $1.81M | 42.33% |
Arthur Mallet Regency Capital Management Inc.\DE | 1,787 | $214,231.43 | $313,779.33 | $99,547.9 | 46.47% |
| GAG Goodman Advisory Group LLC Goodman Advisory Group LLC | 5,452 | $692,247.64 | $957,316.68 | $265,069.04 | 38.29% |
Carrie Delgott Wescott Financial Advisory Group LLC | 1,849 | $239,945.58 | $324,665.91 | $84,720.33 | 35.31% |
John Mezzasalma Mezzasalma Advisors LLC | 43,330 | $4.87M | $7.61M | $2.74M | 56.32% |