| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 189,693 | $2.09M | $4.15M | $2.06M | 98.71% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 17,399 | $312,932.46 | $380,516.13 | $67,583.67 | 21.6% |
Daniel Russell Naviter Wealth LLC | 297,300 | $3.27M | $6.53M | $3.27M | 100% |
| YA Yinka Akinsola Blue Trust Inc. | 23,606 | $317,885.07 | $516,027.16 | $198,142.09 | 62.33% |
Michelle Dubey Yousif Capital Management LLC | 20,352 | $175,101.46 | $444,894.72 | $269,793.26 | 154.08% |
Kyle P. Smith NewEdge Wealth LLC | 19,465 | $316,229.84 | $425,407.57 | $109,177.73 | 34.52% |
| EBA Eagle Bay Advisors LLC Eagle Bay Advisors LLC | 11,755 | $191,900.87 | $257,199.4 | $65,298.53 | 34.03% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 19,637 | $333,124.81 | $429,363 | $96,238.19 | 28.89% |
Joseph Castro Nuveen LLC | 311,854 | $6.2M | $6.82M | $620,599.53 | 10.01% |
Spencer Rand Five Oceans Advisors | 43,112 | $410,579.78 | $956,224.16 | $545,644.38 | 132.9% |
Christina Forster Pazienza Guardian Partners Inc. | 406,684 | $4.95M | $8.92M | $3.97M | 80.2% |
Brian Baylis Bell Investment Advisors Inc. | 1,543 | $21,068.57 | $33,729.98 | $12,661.41 | 60.1% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 137,439 | $1.9M | $3M | $1.11M | 58.46% |
| DC Donie Carlson DMC Group LLC | 47,239 | $673,512.46 | $1.05M | $374,720.95 | 55.64% |
Christopher Davis Burns Matteson Capital Management LLC | 47,437 | $665,496.51 | $1.04M | $372,425.05 | 55.96% |
Bobby Adusumilli SJS Investment Consulting Inc. | 2,395 | $42,396.43 | $52,354.7 | $9,958.27 | 23.49% |
Kea Molnar Cromwell Holdings LLC | 24,134 | $260,647 | $527,448.57 | $266,801.57 | 102.36% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 12,592 | $203,082.61 | $274,883.36 | $71,800.75 | 35.36% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 147 | $1,726.98 | $3,216.36 | $1,489.38 | 86.24% |
J. Adam Causey Jackson Thornton Wealth Management LLC | 24,809 | $400,697.58 | $543,813.28 | $143,115.7 | 35.72% |