| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JK Jonathan Kolle SMITHBRIDGE ASSET MANAGEMENT Inc./DE | 18,654 | $463,625.06 | $635,541.78 | $171,916.72 | 37.08% |
| MBV Matthew B. Vawter NATIONS FINANCIAL GROUP Inc., /IA/ /ADV | 6,293 | $232,023 | $214,968.88 | -$17,054.12 | -7.35% |
| GVY George V. Young VILLERE ST DENIS J & Co. LLC | 88,281 | $3.25M | $3.04M | -$219,377.82 | -6.74% |
| AC Adam Claypool First Community Trust Na | 2,266 | $60,751.46 | $77,644.49 | $16,893.03 | 27.81% |
| AN Allan Neskie FLPUTNAM INVESTMENT MANAGEMENT Co. | 27,928 | $543,864.67 | $954,020.48 | $410,155.81 | 75.42% |
| WL William LeVay Fca Corp /TX | 8,963 | $205,341.4 | $305,369.41 | $100,028.01 | 48.71% |
| TW Todd Wulfson Rock Point Advisors LLC | 6,698 | $187,878.76 | $228,200.86 | $40,322.1 | 21.46% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 35,833 | $813,167.48 | $1.24M | $424,862.67 | 52.25% |
| CP C Pace Texas Yale Capital Corp. | 191,530 | $4.6M | $6.54M | $1.94M | 42.13% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 117,937 | $3.31M | $4.07M | $769,456.79 | 23.28% |
| YA Yinka Akinsola Blue Trust Inc. | 894 | $26,275.51 | $30,458.58 | $4,183.07 | 15.92% |
Loraine Ell Better Money Decisions LLC | 8,150 | $221,226.76 | $280,523 | $59,296.24 | 26.8% |
Jeff Ameen Spire Wealth Management | 13,881 | $323,362.33 | $479,588.55 | $156,226.22 | 48.31% |
Drew Waldron Canvas Wealth Advisors LLC | 8,199 | $246,189 | $280,979.73 | $34,790.73 | 14.13% |
Eric Becker Guardian Wealth Advisors LLC | 10,224 | $249,207.04 | $351,347.76 | $102,140.72 | 40.99% |
| AL Acas LLC Acas LLC | 63,796 | $1.62M | $2.2M | $579,021.72 | 35.8% |
| KB Kristina Bentzen Paradigm, Strategies in Wealth Management LLC | 100,994 | $2.52M | $3.45M | $927,787.06 | 36.79% |
| SMM Stephen Michael Mangold Tectonic Advisors LLC | 6,514 | $201,791.64 | $223,299.92 | $21,508.28 | 10.66% |
Kyle P. Smith NewEdge Wealth LLC | 12,364 | $347,057.16 | $425,136.14 | $78,078.98 | 22.5% |
Carrie Delgott Wescott Financial Advisory Group LLC | 99,915 | $2.51M | $3.44M | $932,812.18 | 37.19% |