| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PP Philip Perry FLAGSTAR ADVISORS Inc. | 7,335 | $409,733.1 | $411,860.25 | $2,127.15 | 0.52% |
| SS Scott Solod Kelly Financial Group LLC | 99,372 | $3.73M | $5.61M | $1.88M | 50.48% |
| AC Adam Claypool First Community Trust Na | 133 | $5,064.63 | $7,507.18 | $2,442.55 | 48.23% |
| AH Andrew Heistad Mason Street Advisors LLC | 414,285 | $18.06M | $23.36M | $5.3M | 29.34% |
| LJB Laura J. Bornheimer GWN SECURITIES Inc. | 20,908 | $908,847.95 | $1.18M | $268,795.15 | 29.58% |
| CSF Cathy S. Freeman Cadence Bank | 4,992 | $213,807.36 | $280,300.8 | $66,493.44 | 31.1% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 54,980 | $1.98M | $3.09M | $1.1M | 55.66% |
| TB Thomas Baker Blue Oak Capital LLC | 103,917 | $3.76M | $5.82M | $2.06M | 54.86% |
Steven Scruggs FPA Queens Road Small Cap Value Fund | 20,004 | $1.08M | $1.13M | $47,708.62 | 4.41% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 858,805 | $36.24M | $48.22M | $11.98M | 33.07% |
Schwarz Dygos Wheeler Investment Schwarz Dygos Wheeler Investment Advisors LLC | 7,355 | $229,652.78 | $417,452.15 | $187,799.37 | 81.78% |
Jeff Ameen Spire Wealth Management | 102,520 | $3.29M | $5.76M | $2.47M | 75.01% |
Kyle P. Smith NewEdge Wealth LLC | 84,584 | $4.47M | $4.74M | $276,951.24 | 6.2% |
Chris Williams Applied Capital LLC | 38,926 | $1.18M | $2.18M | $1M | 84.95% |
Carrie Delgott Wescott Financial Advisory Group LLC | 418,590 | $13.99M | $23.77M | $9.78M | 69.9% |
Dipen Mehta Invst LLC | 3,738 | $147,127.68 | $210,991.41 | $63,863.73 | 43.41% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 5.93M | $225.79M | $332.79M | $107M | 47.39% |
Kasey Fegan Corsicana & Co. | 3,825 | $206,626.5 | $216,055.12 | $9,428.62 | 4.56% |
| TCL Therese C.D. Linden Bank of New Hampshire | 153,875 | $7.37M | $8.67M | $1.29M | 17.55% |
Bethany Wagner Level Financial Advisors | 19,646 | $576,872.89 | $1.1M | $525,348.26 | 91.07% |