| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BJK Brian J. Kopinski Woodmont Investment Counsel LLC | 104,114 | $1.8M | $3.56M | $1.76M | 97.28% |
| BA Brook Anderson Cutler Investment Counsel LLC | 14,805 | $446,736.75 | $502,185.6 | $55,448.85 | 12.41% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 1.82M | $46.01M | $62.02M | $16.01M | 34.8% |
Steven Scruggs FPA Queens Road Small Cap Value Fund | 10,245 | $312,473 | $349,917.97 | $37,444.97 | 11.98% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 50,936 | $1.28M | $1.74M | $458,625.05 | 35.79% |
Colton Groome Financial Advisors LLC Colton Groome Financial Advisors LLC | 6,316 | $219,859.96 | $216,828.28 | -$3,031.68 | -1.38% |
SkyOak Wealth SkyOak Wealth LLC | 18,744 | $428,858.34 | $641,419.68 | $212,561.34 | 49.56% |
Pacific Capital Wealth Advisors Pacific Capital Wealth Advisors Inc. | 29,725 | $658,892.07 | $1.01M | $354,879.05 | 53.86% |
Michael Corrigan Advocate Group LLC | 8,100 | $205,173 | $276,696 | $71,523 | 34.86% |
| YA Yinka Akinsola Blue Trust Inc. | 22,003 | $625,227.26 | $746,341.76 | $121,114.5 | 19.37% |
Jeff Ameen Spire Wealth Management | 6,219 | $196,915.45 | $212,441.04 | $15,525.59 | 7.88% |
| AL Acas LLC Acas LLC | 79,468 | $1.89M | $2.71M | $821,791.2 | 43.52% |
Kyle P. Smith NewEdge Wealth LLC | 94,850 | $2.69M | $3.23M | $547,520.61 | 20.38% |
Jonathan Guyton Cornerstone Wealth Advisors Inc. | 652,147 | $15.09M | $22.23M | $7.14M | 47.35% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 30,834 | $968,478.06 | $1.06M | $87,586.44 | 9.04% |
Carrie Delgott Wescott Financial Advisory Group LLC | 48,729 | $1.46M | $1.67M | $213,475.71 | 14.63% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 1.63M | $43.11M | $55.49M | $12.38M | 28.72% |
Joseph Castro Nuveen LLC | 35,660 | $1.24M | $1.21M | -$31,719.8 | -2.56% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 16,991 | $565,970 | $580,752.38 | $14,782.38 | 2.61% |
Tina Tenret Tenret Co. LLC | 11,717 | $262,984.54 | $399,549.7 | $136,565.16 | 51.93% |