| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AB Anthony Bruccoleri Equitable Holdings Inc. | 19,090 | $326,899.15 | $480,113.5 | $153,214.35 | 46.87% |
| YA Yinka Akinsola Blue Trust Inc. | 1,910 | $38,053.7 | $48,036.5 | $9,982.8 | 26.23% |
Jeff Ameen Spire Wealth Management | 32,696 | $586,401.8 | $822,304.4 | $235,902.6 | 40.23% |
Kyle P. Smith NewEdge Wealth LLC | 16,986 | $345,394.76 | $426,603.39 | $81,208.63 | 23.51% |
Joseph Castro Nuveen LLC | 197,015 | $3.76M | $4.95M | $1.19M | 31.71% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 213 | $3,699.81 | $5,408.07 | $1,708.26 | 46.17% |
Bobby Adusumilli SJS Investment Consulting Inc. | 500 | $6,235 | $12,575 | $6,340 | 101.68% |
Andrew J. Whalen Whalen Wealth Management Inc. | 13,000 | $289,380 | $329,160 | $39,780 | 13.75% |
| JB Joel Blattner Avaii Wealth Management LLC | 9,228 | $227,377.92 | $232,268.76 | $4,890.84 | 2.15% |
Sara S. Alexander Sonora Investment Management Group LLC | 10,584 | $160,347.6 | $268,621.92 | $108,274.32 | 67.52% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 1,989 | $21,465.95 | $50,550.43 | $29,084.48 | 135.49% |
April Lamb Sovereign Investment Advisors LLC | 528,931 | $3.2M | $13.29M | $10.09M | 314.92% |
Caroline Jankowski Operose Advisors LLC | 2,134 | $37,960.34 | $54,182.26 | $16,221.92 | 42.73% |
Kathleen Thornhill Confluence Wealth Services Inc. | 9,694 | $215,788.44 | $246,033.72 | $30,245.28 | 14.02% |
Samantha Pierangeli City State Bank | 2,550 | $29,988 | $64,984.2 | $34,996.2 | 116.7% |
W. Travis McKinney HB Wealth Management LLC | 15,988 | $209,786.56 | $402,098.2 | $192,311.64 | 91.67% |
| NWL Nicholas Wealth LLC Nicholas Wealth LLC | 56,633 | $1.26M | $1.44M | $171,589.79 | 13.57% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 12,000 | $219,450 | $303,840 | $84,390 | 38.46% |
Timothy R. Guthrie Bullseye Investment Management LLC | 1,982 | $35,596.72 | $50,322.98 | $14,726.26 | 41.37% |
Amanda Hawley Atria Wealth Solutions Inc. | 27,550 | $473,152.7 | $692,882.5 | $219,729.8 | 46.44% |