| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CP C Pace Texas Yale Capital Corp. | 37,035 | $2.83M | $5.4M | $2.57M | 90.94% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 39,558 | $4.66M | $5.83M | $1.17M | 25.05% |
SkyOak Wealth SkyOak Wealth LLC | 29,584 | $1.99M | $4.33M | $2.34M | 117.54% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 64,180 | $8.16M | $9.35M | $1.2M | 14.66% |
| YA Yinka Akinsola Blue Trust Inc. | 164 | $21,403.54 | $24,075.2 | $2,671.66 | 12.48% |
Jeff Ameen Spire Wealth Management | 4,987 | $640,997.34 | $735,083.8 | $94,086.46 | 14.68% |
Drew Waldron Canvas Wealth Advisors LLC | 111,252 | $9.95M | $16.28M | $6.33M | 63.6% |
Daren Blonski Fermata Advisors LLC | 1,573 | $205,098.18 | $230,444.5 | $25,346.32 | 12.36% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 264,543 | $25.71M | $38.88M | $13.18M | 51.26% |
Kyle P. Smith NewEdge Wealth LLC | 8,667 | $925,550.39 | $1.27M | $348,108.59 | 37.61% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 24,469 | $2.83M | $3.6M | $763,068.87 | 26.93% |
Joseph Castro Nuveen LLC | 3,686 | $523,007 | $541,104.8 | $18,097.8 | 3.46% |
Richard Slavik Newbridge Financial Services Group Inc. | 132 | $15,203.76 | $19,377.6 | $4,173.84 | 27.45% |
Kimberly Cappellano Private Wealth Asset Management LLC | 5,048 | $610,901.96 | $741,854.08 | $130,952.12 | 21.44% |
Sima Elimelech Activest Wealth Management | 127 | $16,545.56 | $18,643.6 | $2,098.04 | 12.68% |
| EW Enzi Wealth Enzi Wealth | 1,587 | $169,729.65 | $232,971.6 | $63,241.95 | 37.26% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 4,547 | $564,054.04 | $670,227.8 | $106,173.76 | 18.82% |
Larry Herold Herold Advisors Inc. | 8,471 | $689,613.66 | $1.24M | $551,387.84 | 79.96% |
| SS Sandra Stickney Collaborative Wealth Managment Inc. | 2,448 | $193,685.76 | $360,627.12 | $166,941.36 | 86.19% |
Olalekan F. Adeduji Washington Trust Advisors Inc. | 3,159 | $300,547.26 | $460,408.45 | $159,861.19 | 53.19% |