| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CGP Corey G. Prestidge Hilltop Holdings Inc. | 6,932 | $306,945.44 | $396,163.8 | $89,218.36 | 29.07% |
| LJB Laura J. Bornheimer GWN SECURITIES Inc. | 4,214 | $211,618.65 | $239,671.25 | $28,052.6 | 13.26% |
| BA Brook Anderson Cutler Investment Counsel LLC | 61,435 | $3.17M | $3.45M | $283,511.53 | 8.95% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 827,934 | $31.8M | $47.08M | $15.28M | 48.05% |
Chilton Investment Chilton Investment Co Inc. | 7,100 | $357,485 | $404,771 | $47,286 | 13.23% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 292,102 | $12.8M | $16.61M | $3.81M | 29.77% |
Private Capital Private Capital Management | 97,237 | $4.53M | $5.57M | $1.04M | 22.89% |
SkyOak Wealth SkyOak Wealth LLC | 16,042 | $684,253.76 | $914,474.21 | $230,220.45 | 33.65% |
Christian McGill CFC Planning Co. LLC | 12,506 | $633,873.45 | $710,778.51 | $76,905.06 | 12.13% |
| RR rosemary richard WCG Wealth Advisors LLC | 11,139 | $625,566.24 | $633,976.18 | $8,409.94 | 1.34% |
| YA Yinka Akinsola Blue Trust Inc. | 118 | $5,941.3 | $6,625.7 | $684.4 | 11.52% |
Jeff Ameen Spire Wealth Management | 2,814 | $135,540.34 | $160,004.04 | $24,463.7 | 18.05% |
Michelle Dubey Yousif Capital Management LLC | 59,438 | $3.18M | $3.38M | $198,505.54 | 6.24% |
Kyle P. Smith NewEdge Wealth LLC | 15,376 | $749,691.14 | $873,894.96 | $124,203.82 | 16.57% |
| EBA Eagle Bay Advisors LLC Eagle Bay Advisors LLC | 6,839 | $317,413.98 | $390,848.85 | $73,434.87 | 23.14% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 6,940 | $357,687.6 | $394,365.5 | $36,677.9 | 10.25% |
| YL Yosef Levy Y.D. More Investments Ltd. | 3,200 | $145,184 | $181,968 | $36,784 | 25.34% |
Joseph Castro Nuveen LLC | 20,252 | $1.14M | $1.14M | -$200.2 | -0.02% |
| SK Samira Kadam Cherry Creek Investment Advisors Inc. | 9,169 | $409,050.6 | $524,741.87 | $115,691.27 | 28.28% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 4,286 | $211,318.3 | $243,787.68 | $32,469.38 | 15.37% |