| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PP Philip Perry FLAGSTAR ADVISORS Inc. | 1,685 | $238,787.99 | $325,356.64 | $86,568.65 | 36.25% |
| LJB Laura J. Bornheimer GWN SECURITIES Inc. | 4,445 | $572,221.66 | $842,860.9 | $270,639.24 | 47.3% |
| BA Brook Anderson Cutler Investment Counsel LLC | 189,385 | $31.19M | $36.57M | $5.38M | 17.24% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 260,553 | $20.11M | $50.3M | $30.18M | 150.06% |
| CD Charlie Durham Sterling Capital Management LLC | 4,061 | $537,612.2 | $784,138.47 | $246,526.27 | 45.86% |
| JH Jonathan Hartzler Mcdonald Partners LLC | 67,800 | $7.02M | $13.09M | $6.08M | 86.59% |
| PC Patty Conover Knightsbridge Asset Management LLC | 31,110 | $3.78M | $6.01M | $2.23M | 58.87% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 265,006 | $28.49M | $51.16M | $22.67M | 79.58% |
Schwarz Dygos Wheeler Investment Schwarz Dygos Wheeler Investment Advisors LLC | 2,070 | $224,852.33 | $398,516.4 | $173,664.07 | 77.23% |
| YA Yinka Akinsola Blue Trust Inc. | 1.89M | $190.67M | $364.63M | $173.96M | 91.24% |
Jeff Ameen Spire Wealth Management | 138,357 | $16.27M | $26.71M | $10.44M | 64.18% |
Drew Waldron Canvas Wealth Advisors LLC | 101,556 | $9.04M | $19.37M | $10.33M | 114.25% |
Kyle P. Smith NewEdge Wealth LLC | 13,793 | $2.12M | $2.65M | $534,265.11 | 25.22% |
Carrie Delgott Wescott Financial Advisory Group LLC | 5,635 | $515,771.39 | $1.08M | $562,260.46 | 109.01% |
Dipen Mehta Invst LLC | 1,472 | $228,321.92 | $280,666.24 | $52,344.32 | 22.93% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 4,086 | $679,382.88 | $786,085.11 | $106,702.23 | 15.71% |
Ryan Sanford Elevation Capital Advisory LLC | 6,719 | $1.13M | $1.29M | $157,243.39 | 13.86% |
Joseph Castro Nuveen LLC | 1,419 | $266,900 | $273,994.7 | $7,094.7 | 2.66% |
Kimberly Van Winkle Twelve Points Wealth Management LLC | 5,922 | $803,945.49 | $1.13M | $327,896.76 | 40.79% |
| MWA Motive Wealth Advisors Motive Wealth Advisors | 48,463 | $5.3M | $9.34M | $4.04M | 76.27% |