| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 189,182 | $3.57M | $5.74M | $2.17M | 60.71% |
| BRM Bruce R. Mohr Buffington Mohr McNeal | 2.11M | $25.22M | $63.99M | $38.77M | 153.68% |
| JPC Joseph P. Condren Opus Capital Group LLC | 20,209 | $402,488.62 | $612,534.79 | $210,046.17 | 52.19% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 640,469 | $14.92M | $19.44M | $4.52M | 30.33% |
Winthrop Advisory Group Winthrop Advisory Group LLC | 170,653 | $2.46M | $5.16M | $2.69M | 109.35% |
Colton Groome Financial Advisors LLC Colton Groome Financial Advisors LLC | 19,855 | $438,398.4 | $601,805.05 | $163,406.65 | 37.27% |
Austin Private Wealth Austin Private Wealth LLC | 7,584 | $185,352.96 | $228,847.2 | $43,494.24 | 23.47% |
SkyOak Wealth SkyOak Wealth LLC | 14,590 | $374,087.6 | $440,180.3 | $66,092.7 | 17.67% |
Adams Wealth Management Adams Wealth Management | 2.21M | $37.18M | $66.86M | $29.68M | 79.81% |
Pacific Capital Wealth Advisors Pacific Capital Wealth Advisors Inc. | 133,524 | $2.08M | $4.05M | $1.96M | 94.36% |
| RR rosemary richard WCG Wealth Advisors LLC | 11,688 | $299,680.32 | $351,107.52 | $51,427.2 | 17.16% |
| YA Yinka Akinsola Blue Trust Inc. | 21,165 | $468,996.38 | $640,241.25 | $171,244.87 | 36.51% |
Loraine Ell Better Money Decisions LLC | 8,876 | $216,929.44 | $269,253.46 | $52,324.02 | 24.12% |
Jeff Ameen Spire Wealth Management | 33,126 | $683,925.47 | $1.01M | $321,448.63 | 47% |
Drew Waldron Canvas Wealth Advisors LLC | 9,583 | $245,708.12 | $289,023.28 | $43,315.16 | 17.63% |
Eric Becker Guardian Wealth Advisors LLC | 10,524 | $218,622.66 | $318,666.72 | $100,044.06 | 45.76% |
| AL Acas LLC Acas LLC | 17,468 | $329,624.3 | $529,367.74 | $199,743.44 | 60.6% |
Jason Kaplan Howard Capital Management Group LLC | 9,234 | $208,873.08 | $279,974.88 | $71,101.8 | 34.04% |
| JAT Jeremiah Anthony Thisse Ashford Advisors LLC | 1.3M | $19.92M | $38.86M | $18.94M | 95.12% |
Donna Rittershausen Koss-Olinger Consulting LLC | 12.81M | $298.6M | $388.86M | $90.27M | 30.23% |