| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 226,275 | $39.42M | $66.14M | $26.72M | 67.78% |
| CD Charlie Durham Sterling Capital Management LLC | 134,720 | $30.82M | $39.38M | $8.55M | 27.75% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 50,483 | $11.44M | $14.76M | $3.31M | 28.94% |
Christian McGill CFC Planning Co. LLC | 710 | $206,340 | $206,748.45 | $408.45 | 0.2% |
| RR rosemary richard WCG Wealth Advisors LLC | 13,620 | $3.48M | $3.91M | $429,914.76 | 12.37% |
| YA Yinka Akinsola Blue Trust Inc. | 1,194 | $275,414.01 | $348,982.32 | $73,568.31 | 26.71% |
Jeff Ameen Spire Wealth Management | 879 | $243,430.26 | $256,940.49 | $13,510.23 | 5.55% |
Daren Blonski Fermata Advisors LLC | 1,323 | $203,598.53 | $381,950.1 | $178,351.57 | 87.6% |
Kyle P. Smith NewEdge Wealth LLC | 5,308 | $1.21M | $1.54M | $337,292.6 | 27.94% |
John Mezzasalma Mezzasalma Advisors LLC | 34,732 | $7.51M | $10.03M | $2.52M | 33.59% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 1,367 | $381,750.74 | $397,892.69 | $16,141.95 | 4.23% |
Ryan Sanford Elevation Capital Advisory LLC | 49,647 | $14.16M | $14.44M | $286,819.4 | 2.03% |
Joseph Castro Nuveen LLC | 7,503 | $2.18M | $2.19M | $12,569.84 | 0.58% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 1,175 | $290,236.1 | $338,353 | $48,116.9 | 16.58% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 6,956 | $1.74M | $2M | $254,054.99 | 14.59% |
Richard Slavik Newbridge Financial Services Group Inc. | 828 | $195,470.28 | $242,007.84 | $46,537.56 | 23.81% |
Sima Elimelech Activest Wealth Management | 91 | $19,195.54 | $26,597.48 | $7,401.94 | 38.56% |
Jodi Greenlund Financial Council LLC | 926 | $228,268.26 | $270,947.6 | $42,679.34 | 18.7% |
| KC Kasey Cook Maripau Wealth Management LLC | 1,614 | $379,725.78 | $469,706.28 | $89,980.5 | 23.7% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 560 | $153,806.28 | $163,693.6 | $9,887.32 | 6.43% |