| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AB Anthony Bruccoleri Equitable Holdings Inc. | 10,496 | $596,717.46 | $873,267.2 | $276,549.74 | 46.35% |
Austin Private Wealth Austin Private Wealth LLC | 52,598 | $3.71M | $4.4M | $694,924.27 | 18.73% |
| YA Yinka Akinsola Blue Trust Inc. | 95 | $6,976.37 | $7,903.05 | $926.68 | 13.28% |
Jeff Ameen Spire Wealth Management | 1,469 | $84,685.72 | $122,220.8 | $37,535.08 | 44.32% |
Rajesh Chelapurath Ceera Investments LLC | 3,475 | $225,602.75 | $289,102.62 | $63,499.87 | 28.15% |
Kyle P. Smith NewEdge Wealth LLC | 7,274 | $497,963.65 | $604,651.25 | $106,687.6 | 21.42% |
Jonathan Guyton Cornerstone Wealth Advisors Inc. | 5,255 | $377,283.65 | $435,823.42 | $58,539.77 | 15.52% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 50,162 | $4.11M | $4.21M | $99,390.3 | 2.42% |
Carrie Delgott Wescott Financial Advisory Group LLC | 31,471 | $2.11M | $2.65M | $537,618.84 | 25.48% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 111,022 | $8.66M | $9.23M | $566,440.73 | 6.54% |
Kasey Fegan Corsicana & Co. | 261 | $20,023.92 | $21,835.26 | $1,811.34 | 9.05% |
Joseph Castro Nuveen LLC | 164,067 | $12.86M | $13.65M | $784,240.16 | 6.1% |
Richard Slavik Newbridge Financial Services Group Inc. | 334 | $20,663.02 | $27,785.46 | $7,122.44 | 34.47% |
Kimberly Cappellano Private Wealth Asset Management LLC | 251 | $17,378.21 | $20,801.62 | $3,423.41 | 19.7% |
Brian Baylis Bell Investment Advisors Inc. | 70 | $5,294.17 | $5,824 | $529.83 | 10.01% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 3,795 | $275,820.6 | $315,744 | $39,923.4 | 14.47% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 770 | $56,279.3 | $64,056.3 | $7,777 | 13.82% |
| DC Donie Carlson DMC Group LLC | 8,265 | $625,667.21 | $697,070.1 | $71,402.89 | 11.41% |
Bobby Adusumilli SJS Investment Consulting Inc. | 2,638 | $194,996.96 | $219,481.6 | $24,484.64 | 12.56% |
Kevin Batstone BayBridge Capital Group LLC | 15,298 | $988,687.77 | $1.27M | $283,417.42 | 28.67% |