| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MBV Matthew B. Vawter NATIONS FINANCIAL GROUP Inc., /IA/ /ADV | 18,219 | $1.48M | $2.1M | $625,488.6 | 42.32% |
| PP Philip Perry FLAGSTAR ADVISORS Inc. | 3,583 | $287,154.23 | $412,009.17 | $124,854.94 | 43.48% |
| CGP Corey G. Prestidge Hilltop Holdings Inc. | 3,165 | $295,706.59 | $365,399.25 | $69,692.66 | 23.57% |
| LJB Laura J. Bornheimer GWN SECURITIES Inc. | 5,198 | $483,367.59 | $597,458.12 | $114,090.53 | 23.6% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 317,175 | $22.68M | $36.46M | $13.78M | 60.77% |
| JH Jonathan Hartzler Mcdonald Partners LLC | 6,748 | $506,653.16 | $776,053.74 | $269,400.58 | 53.17% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 264,252 | $24.3M | $30.38M | $6.07M | 24.99% |
| CS Carl Schmidtman Dorsey & Whitney Trust Co. LLC | 6,343 | $653,406.64 | $730,269.59 | $76,862.95 | 11.76% |
| SE Stuart Evans Mather Group LLC | 665 | $69,742.23 | $76,441.75 | $6,699.52 | 9.61% |
| JK Jonathan Keetz Cambria Investment Management LP | 12,513 | $1.28M | $1.44M | $155,536.59 | 12.12% |
Point72 Asset Management LP Point72 Asset Management LP | 12,551 | $1.38M | $1.44M | $60,369.96 | 4.37% |
SkyOak Wealth SkyOak Wealth LLC | 189,458 | $12.19M | $21.76M | $9.57M | 78.49% |
| YA Yinka Akinsola Blue Trust Inc. | 4.24M | $299.66M | $487.13M | $187.47M | 62.56% |
Jeff Ameen Spire Wealth Management | 50,974 | $3.79M | $5.86M | $2.07M | 54.49% |
Drew Waldron Canvas Wealth Advisors LLC | 81,196 | $6.53M | $9.32M | $2.78M | 42.61% |
| RWP Ridgecrest Wealth Partners LLC Ridgecrest Wealth Partners LLC | 3,150 | $217,035 | $362,312.99 | $145,277.99 | 66.94% |
Kyle P. Smith NewEdge Wealth LLC | 27,969 | $2.79M | $3.23M | $444,212.25 | 15.94% |
Alexandria Fry Dentgroup LLC | 9,349 | $879,408.66 | $1.08M | $200,494.33 | 22.8% |
Dipen Mehta Invst LLC | 2,295 | $234,663.75 | $263,902.05 | $29,238.3 | 12.46% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 72,992 | $7.57M | $8.43M | $863,799.69 | 11.42% |