| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JM John Malone Amundi | 375,150 | $28.51M | $35.25M | $6.74M | 23.64% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 13,098 | $927,416.17 | $1.23M | $303,271.91 | 32.7% |
Blue Zone Wealth Advisors Blue Zone Wealth Advisors LLC | 2,963 | $232,992.18 | $280,951.66 | $47,959.48 | 20.58% |
| YA Yinka Akinsola Blue Trust Inc. | 67 | $5,876.57 | $6,295.32 | $418.75 | 7.13% |
Jeff Ameen Spire Wealth Management | 294 | $22,756.55 | $27,624.24 | $4,867.69 | 21.39% |
Rajesh Chelapurath Ceera Investments LLC | 4,090 | $309,658.25 | $384,132.8 | $74,474.55 | 24.05% |
Kyle P. Smith NewEdge Wealth LLC | 3,519 | $264,437.41 | $330,522.07 | $66,084.66 | 24.99% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 24,765 | $2.06M | $2.33M | $261,770.55 | 12.68% |
Kasey Fegan Corsicana & Co. | 37,774 | $2.86M | $3.57M | $703,358.52 | 24.56% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 88 | $6,087.97 | $8,291.36 | $2,203.39 | 36.19% |
Rick Hurley Heirloom Wealth Management | 5,264 | $480,971.68 | $498,553.44 | $17,581.76 | 3.66% |
Brian Baylis Bell Investment Advisors Inc. | 18,115 | $1.18M | $1.7M | $519,868.32 | 43.97% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 582 | $53,177.34 | $54,684.72 | $1,507.38 | 2.83% |
Bradley W. Clark Paladin Advisory Group LLC | 1,229 | $83,141.85 | $116,201.95 | $33,060.1 | 39.76% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 411 | $35,293.55 | $38,005.17 | $2,711.62 | 7.68% |
Matthew B. Boersen Straight Path Wealth Management | 2,446 | $205,610.76 | $232,100.94 | $26,490.18 | 12.88% |
Dominic Corabi Wedmont Private Capital | 3,152 | $265,543.31 | $295,862.48 | $30,319.17 | 11.42% |
Candace Cavalier Congress Wealth Management LLC / DE / | 53,167 | $3.55M | $4.99M | $1.45M | 40.85% |
Jacob B. Rue Shore Point Advisors LLC | 37,054 | $2.78M | $3.51M | $725,478.86 | 26.06% |
Adam K. Wright Kathleen S. Wright Associates Inc. | 18,304 | $1.32M | $1.73M | $415,595.17 | 31.56% |