| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PBP Philip B. Palmer CHATHAM CAPITAL GROUP Inc. | 2,800 | $236,391.43 | $276,808 | $40,416.57 | 17.1% |
| MBV Matthew B. Vawter NATIONS FINANCIAL GROUP Inc., /IA/ /ADV | 11,434 | $914,349.76 | $1.13M | $216,015.48 | 23.63% |
| RFH Robert F. Hall HA LLCAPITAL MANAGEMENT Co. Inc. | 4,543 | $367,664.99 | $452,346.51 | $84,681.52 | 23.03% |
| JT Judy Tucker TCV Trust & Wealth Management Inc. | 13,884 | $631,662.29 | $1.37M | $742,020.67 | 117.47% |
Somerville Kurt F Somerville Kurt F | 4,250 | $339,405 | $420,495 | $81,090 | 23.89% |
| SN Susan Norris Alpine Woods Capital Investors LLC | 6,000 | $229,980 | $596,460 | $366,480 | 159.35% |
| CGP Corey G. Prestidge Hilltop Holdings Inc. | 2,860 | $210,087.65 | $282,739.6 | $72,651.95 | 34.58% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 487,073 | $33.88M | $48.45M | $14.57M | 43.01% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 461,544 | $33.32M | $45.91M | $12.59M | 37.78% |
Winthrop Advisory Group Winthrop Advisory Group LLC | 356,925 | $30.56M | $35.49M | $4.93M | 16.14% |
| YA Yinka Akinsola Blue Trust Inc. | 4,392 | $388,421.06 | $434,544.48 | $46,123.42 | 11.87% |
Richard Zito Flynn Zito Capital Management LLC | 7,875 | $424,541.25 | $784,743.75 | $360,202.5 | 84.85% |
Jeff Ameen Spire Wealth Management | 226 | $18,048.36 | $22,482.48 | $4,434.12 | 24.57% |
Daren Blonski Fermata Advisors LLC | 71,694 | $6.26M | $7.12M | $855,379.6 | 13.66% |
| LWL Lauer Wealth LLC Lauer Wealth LLC | 149,790 | $10.51M | $14.9M | $4.4M | 41.86% |
Kyle P. Smith NewEdge Wealth LLC | 329,817 | $22.07M | $32.8M | $10.73M | 48.64% |
John P. Quinn Vermillion & White Wealth Management Group LLC | 17,429 | $1.46M | $1.73M | $278,266.42 | 19.11% |
Jason E. Archambault SK Wealth Management LLC | 225,628 | $18.59M | $22.45M | $3.86M | 20.77% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 33,503 | $2.98M | $3.33M | $351,613.98 | 11.8% |
| YL Yosef Levy Y.D. More Investments Ltd. | 1,287 | $113,057.86 | $127,174.9 | $14,117.04 | 12.49% |