| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 545,836 | $28.98M | $43.52M | $14.54M | 50.16% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 1.26M | $68.66M | $100.42M | $31.76M | 46.25% |
SkyOak Wealth SkyOak Wealth LLC | 4,098 | $237,298.34 | $326,323.74 | $89,025.4 | 37.52% |
| RR rosemary richard WCG Wealth Advisors LLC | 64,524 | $4.17M | $5.12M | $950,489.26 | 22.8% |
| YA Yinka Akinsola Blue Trust Inc. | 85 | $6,120.66 | $6,709.05 | $588.39 | 9.61% |
Richard Zito Flynn Zito Capital Management LLC | 19,870 | $1.04M | $1.59M | $545,535.8 | 52.28% |
Jeff Ameen Spire Wealth Management | 91,309 | $4.9M | $7.28M | $2.38M | 48.65% |
Daren Blonski Fermata Advisors LLC | 16,044 | $1.26M | $1.28M | $21,659.4 | 1.72% |
Kyle P. Smith NewEdge Wealth LLC | 61,975 | $3.21M | $4.93M | $1.72M | 53.47% |
John Ledford FWG Holdings LLC | 5,148 | $200,311.66 | $413,024.04 | $212,712.38 | 106.19% |
Shad Lamm Keystone Wealth Services LLC | 25,274 | $1.6M | $2.01M | $406,533.64 | 25.34% |
Dipen Mehta Invst LLC | 127,118 | $6.77M | $10.11M | $3.35M | 49.43% |
Shawn M. McHugh WealthTrust Asset Management LLC | 8,326 | $502,339.72 | $663,998.5 | $161,658.78 | 32.18% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 10,201 | $630,539.25 | $811,591.56 | $181,052.31 | 28.71% |
Joseph Castro Nuveen LLC | 15,784 | $1.28M | $1.25M | -$33,543.88 | -2.62% |
| TSR Ted S. Rich RiverTree Advisors LLC | 21,244 | $1.48M | $1.69M | $210,219.62 | 14.2% |
William Jeffrey Draper Strategic Planning Group LLC | 3,092 | $194,112.73 | $246,092.28 | $51,979.55 | 26.78% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 3,333 | $166,005.87 | $264,006.93 | $98,001.06 | 59.03% |
Kurt Van Dyken Lifeworks Advisors LLC | 2,805 | $227,373.29 | $223,151.77 | -$4,221.52 | -1.86% |
Kimberly Cappellano Private Wealth Asset Management LLC | 1,001 | $77,911.74 | $79,449.37 | $1,537.63 | 1.97% |