| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KWS Kate W. Sigler, Iaacp Pettyjohn, WOOD & WHITE Inc. | 11,077 | $430,453 | $497,246.53 | $66,793.53 | 15.52% |
| CGP Corey G. Prestidge Hilltop Holdings Inc. | 25,016 | $942,152.86 | $1.12M | $178,063.62 | 18.9% |
| BA Brook Anderson Cutler Investment Counsel LLC | 10,995 | $424,077.39 | $493,565.55 | $69,488.16 | 16.39% |
| GB Greg Buckbinder Millburn Ridgefield LLC /DE/ | 3.3M | $95.73M | $148.03M | $52.31M | 54.64% |
| CSF Cathy S. Freeman Cadence Bank | 18,722 | $706,543.81 | $840,430.58 | $133,886.77 | 18.95% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 170,197 | $4.93M | $7.69M | $2.76M | 55.95% |
| JPC Joseph P. Condren Opus Capital Group LLC | 5,395 | $208,000 | $243,880.97 | $35,880.97 | 17.25% |
| PC Patty Conover Knightsbridge Asset Management LLC | 123,531 | $3.23M | $5.55M | $2.32M | 71.93% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 1.09M | $30.04M | $49.03M | $18.99M | 63.19% |
Winthrop Advisory Group Winthrop Advisory Group LLC | 315,175 | $8.52M | $14.2M | $5.68M | 66.73% |
Schwarz Dygos Wheeler Investment Schwarz Dygos Wheeler Investment Advisors LLC | 117,013 | $3.34M | $5.3M | $1.96M | 58.56% |
Austin Private Wealth Austin Private Wealth LLC | 332,981 | $11.57M | $14.99M | $3.42M | 29.56% |
| RR rosemary richard WCG Wealth Advisors LLC | 52,690 | $1.58M | $2.36M | $783,480.97 | 49.64% |
| YA Yinka Akinsola Blue Trust Inc. | 13,996 | $487,740.62 | $628,280.44 | $140,539.82 | 28.81% |
Loraine Ell Better Money Decisions LLC | 18,203 | $479,109.19 | $821,228.34 | $342,119.15 | 71.41% |
Jeff Ameen Spire Wealth Management | 4,552 | $169,357.78 | $205,704.88 | $36,347.1 | 21.46% |
Drew Waldron Canvas Wealth Advisors LLC | 181,125 | $7.43M | $8.16M | $731,885.73 | 9.85% |
Daren Blonski Fermata Advisors LLC | 13,297 | $589,857.44 | $598,298.51 | $8,441.07 | 1.43% |
| RWP Ridgecrest Wealth Partners LLC Ridgecrest Wealth Partners LLC | 6,544 | $209,080.8 | $295,657.92 | $86,577.12 | 41.41% |
Kyle P. Smith NewEdge Wealth LLC | 16,201 | $468,657.98 | $729,774.04 | $261,116.06 | 55.72% |