| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AB Anthony Bruccoleri Equitable Holdings Inc. | 394,085 | $17.35M | $19.26M | $1.9M | 10.98% |
Christian McGill CFC Planning Co. LLC | 5,651 | $250,123.3 | $276,362.15 | $26,238.85 | 10.49% |
| RR rosemary richard WCG Wealth Advisors LLC | 42,029 | $1.75M | $2.07M | $312,153.67 | 17.79% |
| YA Yinka Akinsola Blue Trust Inc. | 10,632 | $416,682.82 | $514,269.84 | $97,587.02 | 23.42% |
Jeff Ameen Spire Wealth Management | 33,475 | $1.38M | $1.64M | $259,158.25 | 18.82% |
Daren Blonski Fermata Advisors LLC | 9,341 | $430,064.75 | $459,530.49 | $29,465.74 | 6.85% |
Kyle P. Smith NewEdge Wealth LLC | 13,256 | $580,997.98 | $648,417.24 | $67,419.26 | 11.6% |
John Ledford FWG Holdings LLC | 44,744 | $1.69M | $2.21M | $514,543.17 | 30.38% |
John Mezzasalma Mezzasalma Advisors LLC | 13,119 | $573,429.66 | $647,619.43 | $74,189.77 | 12.94% |
Shad Lamm Keystone Wealth Services LLC | 10,497 | $493,673.91 | $516,399.91 | $22,726 | 4.6% |
Shawn M. McHugh WealthTrust Asset Management LLC | 5,481 | $257,774.88 | $267,883.87 | $10,108.99 | 3.92% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 28,502 | $1.25M | $1.39M | $144,460.62 | 11.56% |
Joseph Castro Nuveen LLC | 5,033 | $242,486 | $243,446.21 | $960.21 | 0.4% |
| SK Samira Kadam Cherry Creek Investment Advisors Inc. | 173,960 | $7.09M | $8.59M | $1.5M | 21.08% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 28,630 | $1.15M | $1.41M | $254,802.62 | 22.13% |
Kimberly Cappellano Private Wealth Asset Management LLC | 2,550 | $119,927 | $124,491 | $4,564 | 3.81% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 1,770 | $83,243.1 | $86,499.9 | $3,256.8 | 3.91% |
| MR Michael Ryan Whelan Financial | 5,293 | $244,748.32 | $258,748.3 | $13,999.98 | 5.72% |
Olalekan F. Adeduji Washington Trust Advisors Inc. | 1,625 | $69,940 | $79,909.37 | $9,969.37 | 14.25% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 84,484 | $4M | $4.13M | $130,506.52 | 3.26% |