| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 840,088 | $32M | $30.6M | -$1.39M | -4.36% |
| RS Richard Stram Marino, Stram & Associates LLC | 245,335 | $6.59M | $8.94M | $2.35M | 35.61% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 90,844 | $2.24M | $3.32M | $1.08M | 48.24% |
| RR rosemary richard WCG Wealth Advisors LLC | 235,629 | $8.98M | $8.58M | -$398,213.01 | -4.44% |
Richard Zito Flynn Zito Capital Management LLC | 570,109 | $14.23M | $20.92M | $6.69M | 47.03% |
Kyle P. Smith NewEdge Wealth LLC | 14,802 | $342,806.89 | $539,088.84 | $196,281.95 | 57.26% |
Joseph Castro Nuveen LLC | 5,608 | $213,609 | $204,299.44 | -$9,309.56 | -4.36% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 24,540 | $647,597.32 | $894,237.6 | $246,640.28 | 38.09% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 6,467 | $217,161.86 | $236,110.17 | $18,948.31 | 8.73% |
William Jollie Quent Capital LLC | 579 | $18,788.55 | $21,150.87 | $2,362.32 | 12.57% |
Thomas Mason Mason & Associates Inc. | 653,490 | $18.71M | $23.97M | $5.26M | 28.1% |
Daniel Ronan Catalyst Financial Partners LLC | 5,512 | $185,093.04 | $200,959.25 | $15,866.21 | 8.57% |
| LV Leah Vaden Redwood Financial Network Corp. | 53,802 | $1.5M | $1.97M | $473,160.84 | 31.55% |
Kevin Gray Lodestar Private Asset Management LLC | 8,845 | $202,597.17 | $323,815.45 | $121,218.28 | 59.83% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 400 | $10,475.36 | $14,552 | $4,076.64 | 38.92% |
Lydia Moore MRP Capital Investments LLC | 21,000 | $681,450 | $768,751.2 | $87,301.2 | 12.81% |
| TAL TFB Advisors LLC TFB Advisors LLC | 6,435 | $216,087 | $236,254.59 | $20,167.59 | 9.33% |
Andrew Agosta Prosperity Financial Group, Inc. | 150,274 | $4.67M | $5.52M | $851,120.86 | 18.24% |
Christopher C. Powers Farther Finance Advisors, LLC | 33,345 | $982,669.58 | $1.21M | $232,088.77 | 23.62% |
Courtney Haddad Concurrent Investment Advisors, LLC | 268,863 | $7.25M | $9.82M | $2.57M | 35.48% |