| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Steven Scruggs FPA Queens Road Small Cap Value Fund | 1,215 | $205,056 | $243,874.8 | $38,818.8 | 18.93% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 47,195 | $6.98M | $9.53M | $2.55M | 36.49% |
PAX Financial Group PAX Financial Group LLC | 1,789 | $215,592.39 | $343,273.32 | $127,680.93 | 59.22% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 1,075 | $174,054.85 | $214,720.5 | $40,665.65 | 23.36% |
| YA Yinka Akinsola Blue Trust Inc. | 982 | $123,372.26 | $183,054.62 | $59,682.36 | 48.38% |
Jeff Ameen Spire Wealth Management | 2,875 | $418,534.3 | $535,928.75 | $117,394.45 | 28.05% |
Jason Kaplan Howard Capital Management Group LLC | 28,887 | $4.35M | $5.38M | $1.04M | 23.81% |
Michael Puryear Westwood Wealth Management | 6,600 | $1.15M | $1.3M | $158,466.02 | 13.82% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 3,610 | $547,484.6 | $672,940.1 | $125,455.5 | 22.91% |
Melissa Tiscareno Bradley & Co. Private Wealth Management LLC | 245 | $31,923.5 | $49,004.9 | $17,081.4 | 53.51% |
Kyle P. Smith NewEdge Wealth LLC | 8,313 | $1.16M | $1.66M | $498,525.24 | 42.82% |
Carrie Delgott Wescott Financial Advisory Group LLC | 2,772 | $418,961.96 | $516,728.52 | $97,766.56 | 23.34% |
Shad Lamm Keystone Wealth Services LLC | 1,128 | $214,534.32 | $216,440.64 | $1,906.32 | 0.89% |
| YL Yosef Levy Y.D. More Investments Ltd. | 385 | $50,178.78 | $73,873.8 | $23,695.02 | 47.22% |
| TCL Therese C.D. Linden Bank of New Hampshire | 1,767 | $289,169.53 | $329,386.47 | $40,216.94 | 13.91% |
S. Hardy Taylor Heritage Investment Group Inc. | 2,675 | $408,258.5 | $498,646.75 | $90,388.25 | 22.14% |
Sima Elimelech Activest Wealth Management | 708 | $104,572.14 | $131,978.28 | $27,406.14 | 26.21% |
Eddie Wilcox Rollins Financial Advisors LLC | 1,637 | $276,276.74 | $305,153.17 | $28,876.43 | 10.45% |
Robert Tutela Essex LLC | 1,106 | $186,659.62 | $206,169.46 | $19,509.84 | 10.45% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 32,336 | $5.46M | $6.43M | $975,127.06 | 17.87% |