| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 840,088 | $32M | $32.1M | $100,810.48 | 0.32% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 107,144 | $2.56M | $4.13M | $1.58M | 61.64% |
| RR rosemary richard WCG Wealth Advisors LLC | 235,629 | $8.98M | $9.09M | $110,745.63 | 1.23% |
Richard Zito Flynn Zito Capital Management LLC | 570,109 | $14.23M | $21.3M | $7.07M | 49.71% |
Kyle P. Smith NewEdge Wealth LLC | 14,802 | $342,806.89 | $565,288.38 | $222,481.49 | 64.9% |
Joseph Castro Nuveen LLC | 5,608 | $213,609 | $212,599.28 | -$1,009.72 | -0.47% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 24,540 | $647,597.32 | $917,059.8 | $269,462.48 | 41.61% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 6,467 | $217,161.86 | $249,367.52 | $32,205.66 | 14.83% |
Candace Cavalier Congress Wealth Management LLC / DE / | 233,216 | $6.42M | $8.72M | $2.3M | 35.79% |
William Jollie Quent Capital LLC | 579 | $18,788.55 | $22,123.59 | $3,335.04 | 17.75% |
Thomas Mason Mason & Associates Inc. | 653,490 | $18.71M | $24.42M | $5.71M | 30.53% |
Daniel Ronan Catalyst Financial Partners LLC | 5,512 | $185,093.04 | $205,983.44 | $20,890.4 | 11.29% |
| LV Leah Vaden Redwood Financial Network Corp. | 53,802 | $1.5M | $2.05M | $555,208.89 | 37.03% |
Kevin Gray Lodestar Private Asset Management LLC | 8,845 | $202,597.17 | $330,537.65 | $127,940.48 | 63.15% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 400 | $10,475.36 | $14,948 | $4,472.64 | 42.7% |
Lydia Moore MRP Capital Investments LLC | 21,000 | $681,450 | $801,990 | $120,540 | 17.69% |
| TAL TFB Advisors LLC TFB Advisors LLC | 6,435 | $216,087 | $240,475.95 | $24,388.95 | 11.29% |
Kevin Kroskey True Wealth Design LLC | 1,850 | $62,123 | $69,134.5 | $7,011.5 | 11.29% |
Andrew Agosta Prosperity Financial Group, Inc. | 150,274 | $4.67M | $5.62M | $949,700.6 | 20.35% |
Christopher C. Powers Farther Finance Advisors, LLC | 47,404 | $1.4M | $1.77M | $374,502.36 | 26.81% |