| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christian McGill CFC Planning Co. LLC | 15,783 | $2.22M | $2.97M | $743,379.3 | 33.42% |
Daniel Russell Naviter Wealth LLC | 9,580 | $1.14M | $1.78M | $640,219.64 | 56.34% |
| RR rosemary richard WCG Wealth Advisors LLC | 160,873 | $22.5M | $29.66M | $7.16M | 31.84% |
| YA Yinka Akinsola Blue Trust Inc. | 6,179 | $800,043.76 | $1.17M | $368,961.25 | 46.12% |
Loraine Ell Better Money Decisions LLC | 1,582 | $200,312.84 | $298,238.64 | $97,925.8 | 48.89% |
Jeff Ameen Spire Wealth Management | 146,887 | $16.45M | $27.79M | $11.34M | 68.98% |
Drew Waldron Canvas Wealth Advisors LLC | 2,032 | $276,595.17 | $376,326.4 | $99,731.23 | 36.06% |
Daren Blonski Fermata Advisors LLC | 1,216 | $231,677.55 | $225,640.96 | -$6,036.59 | -2.61% |
Cole Holmlund Alaethes Wealth LLC | 3,210 | $294,086.5 | $606,978.9 | $312,892.4 | 106.39% |
| LWL Lauer Wealth LLC Lauer Wealth LLC | 3,232 | $639,225 | $607,583.68 | -$31,641.32 | -4.95% |
Jason Kaplan Howard Capital Management Group LLC | 1,464 | $278,921.28 | $268,600.08 | -$10,321.2 | -3.7% |
Rajesh Chelapurath Ceera Investments LLC | 1,400 | $266,728 | $264,613.99 | -$2,114.01 | -0.79% |
| RWP Ridgecrest Wealth Partners LLC Ridgecrest Wealth Partners LLC | 2,570 | $225,625.7 | $486,860.8 | $261,235.1 | 115.78% |
Donna Rittershausen Koss-Olinger Consulting LLC | 17,688 | $2M | $3.31M | $1.32M | 66% |
Melissa Tiscareno Bradley & Co. Private Wealth Management LLC | 2,126 | $141,187.66 | $394,776.94 | $253,589.28 | 179.61% |
Kyle P. Smith NewEdge Wealth LLC | 54,670 | $6.6M | $10.26M | $3.66M | 55.38% |
Mack, Connie Clarity Financial LLC | 185,491 | $17.12M | $34.74M | $17.62M | 102.91% |
Jonathan Guyton Cornerstone Wealth Advisors Inc. | 1,200 | $228,624 | $220,164 | -$8,460 | -3.7% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 904 | $172,230.08 | $167,908.96 | -$4,321.12 | -2.51% |
| KCM Kennicott Capital Management LLC Kennicott Capital Management LLC | 76,178 | $6.64M | $13.98M | $7.33M | 110.43% |