| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 215,903 | $12.73M | $16.92M | $4.19M | 32.87% |
Steven Scruggs FPA Queens Road Small Cap Value Fund | 2,820 | $200,587 | $219,001.2 | $18,414.2 | 9.18% |
| JPC Joseph P. Condren Opus Capital Group LLC | 15,308 | $975,593.11 | $1.2M | $225,166.41 | 23.08% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 39,225 | $2.34M | $3.07M | $736,432.86 | 31.51% |
| RR rosemary richard WCG Wealth Advisors LLC | 37,754 | $2.25M | $2.93M | $675,217.57 | 29.97% |
| YA Yinka Akinsola Blue Trust Inc. | 672 | $47,799.36 | $51,918.72 | $4,119.36 | 8.62% |
Jeff Ameen Spire Wealth Management | 141,576 | $7.27M | $11.09M | $3.82M | 52.55% |
Drew Waldron Canvas Wealth Advisors LLC | 13,535 | $992,017.35 | $1.05M | $61,682.4 | 6.22% |
| AL Acas LLC Acas LLC | 51,145 | $3.19M | $3.99M | $804,432.5 | 25.26% |
| LWL Lauer Wealth LLC Lauer Wealth LLC | 41,076 | $2.59M | $3.2M | $606,479.1 | 23.4% |
Kyle P. Smith NewEdge Wealth LLC | 18,359 | $1.31M | $1.43M | $125,745.32 | 9.63% |
Carrie Delgott Wescott Financial Advisory Group LLC | 189,932 | $11.09M | $14.87M | $3.78M | 34.04% |
Dipen Mehta Invst LLC | 177,551 | $11.87M | $13.81M | $1.94M | 16.34% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 943,404 | $57.16M | $73.63M | $16.47M | 28.81% |
Kasey Fegan Corsicana & Co. | 504 | $41,499.36 | $39,226.32 | -$2,273.04 | -5.48% |
Joseph Castro Nuveen LLC | 9,607 | $790,995 | $742,236.82 | -$48,758.18 | -6.16% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 14,742 | $1.15M | $1.15M | -$7,897.69 | -0.68% |
Spencer Rand Five Oceans Advisors | 26,524 | $1.34M | $2.08M | $739,062.03 | 55.29% |
S. Hardy Taylor Heritage Investment Group Inc. | 433,167 | $25.99M | $34.1M | $8.11M | 31.22% |
| EW Enzi Wealth Enzi Wealth | 42,569 | $2.46M | $3.33M | $870,118.49 | 35.31% |