| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Schwarz Dygos Wheeler Investment Schwarz Dygos Wheeler Investment Advisors LLC | 3,622 | $191,988.39 | $304,030.68 | $112,042.29 | 58.36% |
Adams Wealth Management Adams Wealth Management | 33,784 | $2.66M | $2.84M | $170,994.2 | 6.42% |
Blue Zone Wealth Advisors Blue Zone Wealth Advisors LLC | 10,233 | $850,055.31 | $870,418.98 | $20,363.67 | 2.4% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 11,178 | $749,557.79 | $938,281.32 | $188,723.53 | 25.18% |
| YA Yinka Akinsola Blue Trust Inc. | 2,306 | $185,659.95 | $193,957.66 | $8,297.71 | 4.47% |
Jeff Ameen Spire Wealth Management | 74,384 | $5.66M | $6.21M | $542,076.98 | 9.57% |
| DW Drew Waldron Canvas Wealth Advisors LLC | 3,210 | $249,460.3 | $269,142.45 | $19,682.15 | 7.89% |
Jason Kaplan Howard Capital Management Group LLC | 71,611 | $4.95M | $5.98M | $1.02M | 20.68% |
Kyle P. Smith NewEdge Wealth LLC | 6,613 | $526,898.84 | $556,219.43 | $29,320.59 | 5.56% |
Mack, Connie Clarity Financial LLC | 160,842 | $12.5M | $13.52M | $1.02M | 8.17% |
| KCM Kennicott Capital Management LLC Kennicott Capital Management LLC | 24,904 | $1.93M | $2.09M | $155,342.42 | 8.04% |
| EN Erica Nortman Capitol Family Office Inc. | 269 | $21,969.23 | $22,617.52 | $648.29 | 2.95% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 6,307 | $493,495.63 | $529,409.58 | $35,913.95 | 7.28% |
Kasey Fegan Corsicana & Co. | 1,275 | $89,211.75 | $107,023.5 | $17,811.75 | 19.97% |
| YL Yosef Levy Y.D. More Investments Ltd. | 2,490 | $200,914.53 | $209,010.6 | $8,096.07 | 4.03% |
| TCL Therese C.D. Linden Bank of New Hampshire | 1,375 | $96,682.75 | $116,957.5 | $20,274.75 | 20.97% |
| JNM Jay Nelsen Myers Treynor Bancshares Inc. | 18,138 | $1.34M | $1.52M | $185,279.19 | 13.85% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 2,765 | $223,852.23 | $230,656.3 | $6,804.07 | 3.04% |
Mark Hansen Hansen & Associates Financial Group Inc. | 22,086 | $1.71M | $1.85M | $143,675.94 | 8.4% |
Katie Smith Delos Wealth Advisors LLC | 45,683 | $3.38M | $3.83M | $454,095.8 | 13.43% |