| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JM John Malone Amundi | 170,457 | $12.75M | $24.11M | $11.36M | 89.08% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 21,172 | $1.69M | $2.99M | $1.31M | 77.67% |
SkyOak Wealth SkyOak Wealth LLC | 2,488 | $248,725.36 | $365,910.18 | $117,184.82 | 47.11% |
Daniel Russell Naviter Wealth LLC | 2,700 | $201,987 | $385,154.97 | $183,167.97 | 90.68% |
| YA Yinka Akinsola Blue Trust Inc. | 5,204 | $578,596.2 | $742,350.55 | $163,754.35 | 28.3% |
Jeff Ameen Spire Wealth Management | 7,454 | $459,725.77 | $1.05M | $594,642.53 | 129.35% |
| KB Kristina Bentzen Paradigm, Strategies in Wealth Management LLC | 1,392 | $201,116.16 | $195,436.8 | -$5,679.36 | -2.82% |
Donna Rittershausen Koss-Olinger Consulting LLC | 7,462 | $618,477.62 | $1.1M | $478,958.77 | 77.44% |
Kyle P. Smith NewEdge Wealth LLC | 2,471 | $357,010.08 | $346,792.49 | -$10,217.59 | -2.86% |
John P. Quinn Vermillion & White Wealth Management Group LLC | 2,264 | $155,653.44 | $318,092 | $162,438.56 | 104.36% |
| GAG Goodman Advisory Group LLC Goodman Advisory Group LLC | 5,367 | $537,651.74 | $754,063.5 | $216,411.76 | 40.25% |
Shad Lamm Keystone Wealth Services LLC | 9,408 | $609,744.64 | $1.34M | $732,306.47 | 120.1% |
Alexandria Fry Dentgroup LLC | 20,104 | $1.26M | $2.83M | $1.57M | 124.13% |
Jason E. Archambault SK Wealth Management LLC | 2,503 | $234,866.49 | $350,795.42 | $115,928.93 | 49.36% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 4,413 | $463,365 | $619,717.59 | $156,352.59 | 33.74% |
Joseph Castro Nuveen LLC | 5,474 | $790,884 | $780,866.05 | -$10,017.95 | -1.27% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 13,753 | $1.48M | $1.96M | $481,448.81 | 32.52% |
Kevin B. Crawford JB Capital LLC | 3,558 | $218,511.15 | $523,275.08 | $304,763.93 | 139.47% |
Richard Slavik Newbridge Financial Services Group Inc. | 109,682 | $9.58M | $15.65M | $6.07M | 63.32% |
Eddie Wilcox Rollins Financial Advisors LLC | 87,215 | $6.12M | $12.83M | $6.71M | 109.55% |