| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BR Bill Reuther SILVER OAK SECURITIES Inc.ORPORATED | 76,825 | $2.2M | $2.34M | $140,882.62 | 6.39% |
| GP Gustave Pollak Vantagepoint Investment Advisers LLC | 7.33M | $193.16M | $215.89M | $22.73M | 11.77% |
| PBP Philip B. Palmer CHATHAM CAPITAL GROUP Inc. | 59,723 | $916,382.11 | $1.76M | $841,863.01 | 91.87% |
| MC Matt Coyne DAVIDSON TRUST Co. | 182,335 | $5.37M | $5.37M | $1,823.4 | 0.03% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 666,257 | $15.33M | $20.41M | $5.08M | 33.17% |
Winthrop Advisory Group Winthrop Advisory Group LLC | 170,653 | $2.46M | $5.02M | $2.56M | 103.88% |
Colton Groome Financial Advisors LLC Colton Groome Financial Advisors LLC | 19,855 | $438,398.4 | $584,531.2 | $146,132.8 | 33.33% |
Austin Private Wealth Austin Private Wealth LLC | 7,584 | $185,352.96 | $223,272.96 | $37,920 | 20.46% |
SkyOak Wealth SkyOak Wealth LLC | 14,590 | $374,087.6 | $429,529.6 | $55,442 | 14.82% |
Adams Wealth Management Adams Wealth Management | 2.21M | $37.18M | $67.31M | $30.13M | 81.03% |
Pacific Capital Wealth Advisors Pacific Capital Wealth Advisors Inc. | 133,524 | $2.08M | $3.93M | $1.85M | 88.82% |
| RR rosemary richard WCG Wealth Advisors LLC | 11,688 | $299,680.32 | $358,120.32 | $58,440 | 19.5% |
| YA Yinka Akinsola Blue Trust Inc. | 22,321 | $490,729.18 | $657,130.24 | $166,401.06 | 33.91% |
Loraine Ell Better Money Decisions LLC | 8,876 | $216,929.44 | $261,309.44 | $44,380 | 20.46% |
Jeff Ameen Spire Wealth Management | 33,126 | $683,925.47 | $975,229.44 | $291,303.97 | 42.59% |
Drew Waldron Canvas Wealth Advisors LLC | 9,583 | $245,708.12 | $282,123.52 | $36,415.4 | 14.82% |
Eric Becker Guardian Wealth Advisors LLC | 10,524 | $218,622.66 | $309,826.56 | $91,203.9 | 41.72% |
| AL Acas LLC Acas LLC | 17,468 | $329,624.3 | $514,257.92 | $184,633.62 | 56.01% |
Jason Kaplan Howard Capital Management Group LLC | 9,234 | $208,873.08 | $271,848.96 | $62,975.88 | 30.15% |
| JAT Jeremiah Anthony Thisse Ashford Advisors LLC | 1.3M | $19.92M | $38.2M | $18.28M | 91.79% |