| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AB Anthony Bruccoleri Equitable Holdings Inc. | 1.44M | $82.23M | $121.96M | $39.74M | 48.33% |
Vectors Research Management Vectors Research Management LLC | 4,312 | $261,000 | $364,191.52 | $103,191.52 | 39.54% |
| RR rosemary richard WCG Wealth Advisors LLC | 117,320 | $7.89M | $9.91M | $2.02M | 25.61% |
Jeff Ameen Spire Wealth Management | 7,783 | $472,604.41 | $660,621.04 | $188,016.63 | 39.78% |
Kyle P. Smith NewEdge Wealth LLC | 110,363 | $8.49M | $9.32M | $826,017.89 | 9.73% |
John P. Quinn Vermillion & White Wealth Management Group LLC | 18,268 | $1.65M | $1.54M | -$102,757.7 | -6.24% |
Dipen Mehta Invst LLC | 27,155 | $2.45M | $2.29M | -$153,154.15 | -6.26% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 139,571 | $10.6M | $11.79M | $1.19M | 11.26% |
Ryan Sanford Elevation Capital Advisory LLC | 117,218 | $9.58M | $9.89M | $318,984.42 | 3.33% |
Joseph Castro Nuveen LLC | 3,521 | $317,243 | $297,383.66 | -$19,859.34 | -6.26% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 53,007 | $4.02M | $4.48M | $457,214.35 | 11.37% |
Richard Slavik Newbridge Financial Services Group Inc. | 44 | $3,699.52 | $3,716.24 | $16.72 | 0.45% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 322 | $15,237.04 | $27,196.12 | $11,959.08 | 78.49% |
Kimberly Cappellano Private Wealth Asset Management LLC | 580 | $41,330.59 | $48,957.8 | $7,627.21 | 18.45% |
Eddie Wilcox Rollins Financial Advisors LLC | 304,049 | $19.49M | $25.97M | $6.48M | 33.25% |
Robert Tutela Essex LLC | 2,506 | $225,790.59 | $214,087.58 | -$11,703.01 | -5.18% |
Brian Baylis Bell Investment Advisors Inc. | 369 | $27,760.02 | $31,320.72 | $3,560.7 | 12.83% |
| KC Kasey Cook Maripau Wealth Management LLC | 4,101 | $327,543.36 | $350,348.43 | $22,805.07 | 6.96% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 2,522 | $227,232.19 | $214,067.36 | -$13,164.83 | -5.79% |
| AB Andrew Blass Atlantic Private Wealth LLC | 1,114 | $73,902.76 | $94,088.44 | $20,185.68 | 27.31% |