| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AB Anthony Bruccoleri Equitable Holdings Inc. | 858,805 | $36.24M | $49.97M | $13.74M | 37.91% |
Schwarz Dygos Wheeler Investment Schwarz Dygos Wheeler Investment Advisors LLC | 7,355 | $229,652.78 | $426,442.9 | $196,790.12 | 85.69% |
| YA Yinka Akinsola Blue Trust Inc. | 8,529 | $395,232.45 | $496,856.89 | $101,624.44 | 25.71% |
Jeff Ameen Spire Wealth Management | 102,520 | $3.29M | $5.97M | $2.68M | 81.57% |
Kyle P. Smith NewEdge Wealth LLC | 84,584 | $4.47M | $4.93M | $458,806.84 | 10.27% |
Chris Williams Applied Capital LLC | 38,926 | $1.18M | $2.27M | $1.09M | 92.4% |
Carrie Delgott Wescott Financial Advisory Group LLC | 403,522 | $13.18M | $23.51M | $10.33M | 78.4% |
Dipen Mehta Invst LLC | 3,738 | $147,127.68 | $217,729.53 | $70,601.85 | 47.99% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 5.93M | $225.79M | $345.43M | $119.64M | 52.99% |
Kasey Fegan Corsicana & Co. | 3,825 | $206,626.5 | $222,825.37 | $16,198.87 | 7.84% |
| TCL Therese C.D. Linden Bank of New Hampshire | 152,510 | $7.3M | $8.88M | $1.59M | 21.74% |
Bethany Wagner Level Financial Advisors | 19,900 | $584,210.95 | $1.16M | $574,665.55 | 98.37% |
Joseph Castro Nuveen LLC | 32,687 | $1.77M | $1.9M | $138,447.18 | 7.84% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 26,346 | $1.36M | $1.53M | $175,813.53 | 12.94% |
Spencer Rand Five Oceans Advisors | 9,009 | $277,632.28 | $524,819.29 | $247,187.01 | 89.03% |
S. Hardy Taylor Heritage Investment Group Inc. | 11,724 | $573,312.44 | $682,805.76 | $109,493.32 | 19.1% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 3,793 | $204,897.86 | $220,961.21 | $16,063.35 | 7.84% |
Katie Smith Delos Wealth Advisors LLC | 4,481 | $236,507.18 | $261,063.06 | $24,555.88 | 10.38% |
Richard Slavik Newbridge Financial Services Group Inc. | 18 | $972.36 | $1,048.41 | $76.05 | 7.82% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 2,212 | $83,889.76 | $128,843.69 | $44,953.93 | 53.59% |