| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RS Richard Stram Marino, Stram & Associates LLC | 50 | $4,812 | $10,212 | $5,400 | 112.22% |
| MBV Matthew B. Vawter NATIONS FINANCIAL GROUP Inc., /IA/ /ADV | 15,205 | $2.5M | $3.18M | $681,352.24 | 27.28% |
| KWS Kate W. Sigler, Iaacp Pettyjohn, WOOD & WHITE Inc. | 2,575 | $308,832.7 | $525,918.03 | $217,085.33 | 70.29% |
| CGP Corey G. Prestidge Hilltop Holdings Inc. | 4,604 | $625,229.97 | $962,558.28 | $337,328.31 | 53.95% |
| AKW Adriel Kuan Wui Loh OVERSEA-CHINESE BANKING Corp Ltd | 3,498 | $526,709.65 | $714,431.55 | $187,721.9 | 35.64% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 77,248 | $9.52M | $15.98M | $6.46M | 67.9% |
| FK Fred Knoll Kno LLCapital Management LLC | 7,650 | $968,490 | $1.56M | $593,946.08 | 61.33% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 202,455 | $41.61M | $41.89M | $285,621.44 | 0.69% |
Winthrop Advisory Group Winthrop Advisory Group LLC | 2,518 | $535,503.05 | $526,765.6 | -$8,737.45 | -1.63% |
Austin Private Wealth Austin Private Wealth LLC | 1,260 | $270,509.4 | $263,503.8 | -$7,005.6 | -2.59% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 2,084 | $440,827.34 | $434,451.48 | -$6,375.86 | -1.45% |
| RR rosemary richard WCG Wealth Advisors LLC | 18,800 | $3.69M | $3.93M | $235,318.85 | 6.37% |
| YA Yinka Akinsola Blue Trust Inc. | 1,563 | $327,073.38 | $319,227.14 | -$7,846.24 | -2.4% |
Jeff Ameen Spire Wealth Management | 12,040 | $1.7M | $2.49M | $793,429.37 | 46.73% |
Kyle P. Smith NewEdge Wealth LLC | 15,660 | $2.19M | $3.22M | $1.03M | 46.83% |
Jessica Clark Caerus Investment Advisors LLC | 1,010 | $211,352.6 | $210,903.15 | -$449.45 | -0.21% |
| YL Yosef Levy Y.D. More Investments Ltd. | 1,376 | $246,756.28 | $287,054.24 | $40,297.96 | 16.33% |
Joseph Castro Nuveen LLC | 2,654 | $643,383 | $542,052.99 | -$101,330.01 | -15.75% |
S. Hardy Taylor Heritage Investment Group Inc. | 1,881 | $403,831.89 | $396,176.22 | -$7,655.67 | -1.9% |
Kevin B. Crawford JB Capital LLC | 4,726 | $1.03M | $988,820.98 | -$40,395.51 | -3.92% |