| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AC Adam Claypool First Community Trust Na | 400 | $56,176 | $95,216 | $39,040 | 69.5% |
| LJB Laura J. Bornheimer GWN SECURITIES Inc. | 1,872 | $276,544.35 | $445,610.87 | $169,066.52 | 61.14% |
Steven Scruggs FPA Queens Road Small Cap Value Fund | 11,615 | $253,161.34 | $2.94M | $2.69M | 1,061.13% |
| JM John Malone Amundi | 11,907 | $2.33M | $3.01M | $672,983.64 | 28.86% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 131,223 | $20.52M | $33.53M | $13.01M | 63.39% |
Austin Private Wealth Austin Private Wealth LLC | 8,331 | $1.17M | $1.98M | $813,105.54 | 69.5% |
Adams Wealth Management Adams Wealth Management | 15,323 | $2.98M | $3.89M | $909,495.66 | 30.49% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 37,163 | $4.62M | $9.38M | $4.76M | 103.02% |
| RR rosemary richard WCG Wealth Advisors LLC | 72,429 | $11.92M | $18.51M | $6.59M | 55.3% |
| YA Yinka Akinsola Blue Trust Inc. | 8,979 | $1.22M | $2.14M | $922,156.08 | 75.88% |
Richard Zito Flynn Zito Capital Management LLC | 844 | $212,882.12 | $200,905.75 | -$11,976.37 | -5.63% |
Loraine Ell Better Money Decisions LLC | 6,273 | $557,574.99 | $1.49M | $935,649.89 | 167.81% |
Jeff Ameen Spire Wealth Management | 45,565 | $4.83M | $10.85M | $6.02M | 124.59% |
Drew Waldron Canvas Wealth Advisors LLC | 10,702 | $937,746.38 | $2.55M | $1.61M | 171.66% |
Jason Kaplan Howard Capital Management Group LLC | 176,535 | $15.86M | $42.02M | $26.16M | 164.95% |
Rajesh Chelapurath Ceera Investments LLC | 1,970 | $182,835.7 | $493,662.3 | $310,826.6 | 170% |
Michael Puryear Westwood Wealth Management | 5,590 | $1.01M | $1.42M | $406,001.72 | 40.03% |
Donna Rittershausen Koss-Olinger Consulting LLC | 1,050 | $264,841.5 | $266,721 | $1,879.5 | 0.71% |
Kyle P. Smith NewEdge Wealth LLC | 7,847 | $1.31M | $1.99M | $685,911.51 | 52.46% |
Ben Rothwell Keystone Financial Services | 1,920 | $280,720.84 | $481,132.8 | $200,411.96 | 71.39% |