| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AB Anthony Bruccoleri Equitable Holdings Inc. | 567,142 | $32.31M | $43.06M | $10.75M | 33.26% |
Winthrop Advisory Group Winthrop Advisory Group LLC | 7,212 | $453,706.92 | $543,063.6 | $89,356.68 | 19.69% |
| YA Yinka Akinsola Blue Trust Inc. | 101,707 | $5.45M | $7.64M | $2.19M | 40.25% |
Jeff Ameen Spire Wealth Management | 35,673 | $1.8M | $2.71M | $910,329.03 | 50.62% |
Kyle P. Smith NewEdge Wealth LLC | 16,574 | $1.02M | $1.25M | $237,008.2 | 23.32% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 19,251 | $1.32M | $1.46M | $131,191.62 | 9.9% |
Ryan Sanford Elevation Capital Advisory LLC | 34,463 | $2.33M | $2.61M | $279,639.88 | 12.02% |
Joseph Castro Nuveen LLC | 25,191 | $1.82M | $1.89M | $71,290.01 | 3.92% |
Katie Smith Delos Wealth Advisors LLC | 81,484 | $4.14M | $6.12M | $1.98M | 47.9% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 357 | $20,195.49 | $26,707.17 | $6,511.68 | 32.24% |
| EW Enzi Wealth Enzi Wealth | 27,400 | $1.42M | $2.06M | $649,219.81 | 45.86% |
Larry Herold Herold Advisors Inc. | 11,522 | $536,301.56 | $866,339.18 | $330,037.62 | 61.54% |
Chad Kelley Alliance Wealth Advisors LLC /UT | 3,660 | $193,668.15 | $275,652.9 | $81,984.75 | 42.33% |
Nancy Williamson Helen Stephens Group LLC | 24,856 | $1.51M | $1.87M | $366,251.11 | 24.3% |
| SS Sandra Stickney Collaborative Wealth Managment Inc. | 73,844 | $3.67M | $5.58M | $1.92M | 52.27% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 137,850 | $9.9M | $10.43M | $527,554.95 | 5.33% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 318,031 | $21.49M | $24.14M | $2.65M | 12.31% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 1,047 | $59,878.89 | $78,640.17 | $18,761.28 | 31.33% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 50,843 | $2.55M | $3.81M | $1.26M | 49.23% |
Penny A. Phillips Journey Strategic Wealth LLC | 8,008 | $459,906.44 | $599,558.96 | $139,652.52 | 30.37% |