| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CSF Cathy S. Freeman Cadence Bank | 100,298 | $5.56M | $6.03M | $470,860.54 | 8.47% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 1.03M | $53.83M | $61.87M | $8.04M | 14.94% |
| JH Jonathan Hartzler Mcdonald Partners LLC | 31,606 | $1.63M | $1.9M | $269,012.16 | 16.5% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 2.15M | $120.35M | $129.34M | $8.99M | 7.47% |
| RR rosemary richard WCG Wealth Advisors LLC | 80,137 | $4.68M | $4.73M | $50,884.75 | 1.09% |
| YA Yinka Akinsola Blue Trust Inc. | 1,606 | $93,340.72 | $96,504.54 | $3,163.82 | 3.39% |
Richard Zito Flynn Zito Capital Management LLC | 51,163 | $2.78M | $3.05M | $274,000.26 | 9.86% |
Jeff Ameen Spire Wealth Management | 159,768 | $9.12M | $9.6M | $477,880.48 | 5.24% |
Daren Blonski Fermata Advisors LLC | 17,039 | $958,514.23 | $1.01M | $52,919.11 | 5.52% |
| KB Kristina Bentzen Paradigm, Strategies in Wealth Management LLC | 25,047 | $1.36M | $1.5M | $134,377.01 | 9.86% |
| RWP Ridgecrest Wealth Partners LLC Ridgecrest Wealth Partners LLC | 4,000 | $216,714 | $240,616 | $23,902 | 11.03% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 263,920 | $13.99M | $15.79M | $1.8M | 12.83% |
Kyle P. Smith NewEdge Wealth LLC | 35,834 | $2.08M | $2.14M | $64,262.87 | 3.09% |
John Ledford FWG Holdings LLC | 29,281 | $1.59M | $1.75M | $164,374.64 | 10.37% |
Mack, Connie Clarity Financial LLC | 3,255 | $200,059 | $194,518.8 | -$5,540.2 | -2.77% |
Jessica Clark Caerus Investment Advisors LLC | 188,082 | $10.97M | $11.16M | $189,233.36 | 1.73% |
Shad Lamm Keystone Wealth Services LLC | 22,103 | $1.22M | $1.31M | $86,744.59 | 7.09% |
Dipen Mehta Invst LLC | 38,786 | $2.19M | $2.3M | $108,721.78 | 4.96% |
Shawn M. McHugh WealthTrust Asset Management LLC | 3,536 | $196,318.72 | $212,704.54 | $16,385.82 | 8.35% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 8,226 | $448,966.12 | $492,202.71 | $43,236.59 | 9.63% |