| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AB Anthony Bruccoleri Equitable Holdings Inc. | 306,832 | $16.39M | $18.96M | $2.57M | 15.66% |
| RR rosemary richard WCG Wealth Advisors LLC | 88,714 | $3.84M | $5.47M | $1.63M | 42.38% |
Jeff Ameen Spire Wealth Management | 52 | $2,896.92 | $3,213.08 | $316.16 | 10.91% |
Alexandria Fry Dentgroup LLC | 191,403 | $9.94M | $11.82M | $1.88M | 18.93% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 5,225 | $289,431.95 | $322,513.12 | $33,081.17 | 11.43% |
Ryan Sanford Elevation Capital Advisory LLC | 65,702 | $3.65M | $4.06M | $408,393.95 | 11.19% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 11,401 | $688,280.13 | $705,208.85 | $16,928.72 | 2.46% |
Maree Sgro BG Investment Services Inc. | 125,837 | $6.75M | $7.76M | $1.01M | 14.9% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 9,749 | $330,386.14 | $601,367.06 | $270,980.92 | 82.02% |
Richard Slavik Newbridge Financial Services Group Inc. | 3,769 | $188,738.01 | $231,680.43 | $42,942.42 | 22.75% |
Eddie Wilcox Rollins Financial Advisors LLC | 8,596 | $487,306.98 | $534,241.4 | $46,934.42 | 9.63% |
Andrew Endelman Independent Wealth Network Inc. | 19,440 | $1.04M | $1.2M | $158,425.69 | 15.17% |
Larry Herold Herold Advisors Inc. | 5,057 | $279,348.68 | $313,331.72 | $33,983.04 | 12.17% |
| RE Rod Ehrlich Wayfinding Financial LLC | 113,541 | $5.63M | $7.06M | $1.42M | 25.3% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 5,740 | $317,079.72 | $354,617.2 | $37,537.48 | 11.84% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 57,998 | $3.42M | $3.58M | $159,389.11 | 4.66% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 26,147 | $1.37M | $1.61M | $238,113.5 | 17.39% |
Michael Capobianco MWA Asset Management | 4,793 | $192,631.26 | $297,501.51 | $104,870.25 | 54.44% |
Craig Kurth PCG Wealth Advisors LLC | 182,800 | $10.12M | $11.36M | $1.25M | 12.33% |
Nicholas Shaheen FSA Advisors Inc. | 7,012 | $422,753 | $434,463.52 | $11,710.52 | 2.77% |