| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 27,797 | $745,412.32 | $1M | $259,171.26 | 34.77% |
| JPC Joseph P. Condren Opus Capital Group LLC | 47,450 | $1.72M | $1.7M | -$16,121.5 | -0.94% |
| CP C Pace Texas Yale Capital Corp. | 154,889 | $4.18M | $5.53M | $1.35M | 32.23% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 36,875 | $1.18M | $1.33M | $148,335.7 | 12.52% |
Private Capital Private Capital Management | 13,181 | $375,052.7 | $473,593.33 | $98,540.63 | 26.27% |
| YA Yinka Akinsola Blue Trust Inc. | 859 | $28,991.4 | $31,078.62 | $2,087.22 | 7.2% |
Jeff Ameen Spire Wealth Management | 1,214 | $38,703.25 | $43,873.96 | $5,170.71 | 13.36% |
Eric Becker Guardian Wealth Advisors LLC | 8,782 | $224,610.57 | $316,547.19 | $91,936.62 | 40.93% |
| AL Acas LLC Acas LLC | 7,919 | $199,958.68 | $285,915.49 | $85,956.81 | 42.99% |
Jonathan Guyton Cornerstone Wealth Advisors Inc. | 222,851 | $6.89M | $7.96M | $1.06M | 15.41% |
Dipen Mehta Invst LLC | 272,075 | $7.63M | $9.73M | $2.1M | 27.59% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 35,856 | $1.26M | $1.29M | $28,780.5 | 2.28% |
Joseph Castro Nuveen LLC | 31,558 | $1.14M | $1.14M | -$2,490.56 | -0.22% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 13,495 | $490,767.23 | $482,783.62 | -$7,983.61 | -1.63% |
Tina Tenret Tenret Co. LLC | 51,789 | $1.48M | $1.85M | $371,601.69 | 25.16% |
| MWA Motive Wealth Advisors Motive Wealth Advisors | 11,012 | $310,903.03 | $397,698.38 | $86,795.35 | 27.92% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 89,083 | $2.64M | $3.18M | $538,200.39 | 20.37% |
Katie Smith Delos Wealth Advisors LLC | 400 | $13,180 | $14,314 | $1,134 | 8.6% |
Sima Elimelech Activest Wealth Management | 1,642 | $53,782.52 | $59,407.56 | $5,625.04 | 10.46% |
| RWA Roberts Wealth Advisors LLC Roberts Wealth Advisors LLC | 67,434 | $1.61M | $2.42M | $800,762.32 | 49.59% |