| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RS Russell Sanderson HANSEATIC MANAGEMENT SERVICES Inc. | 36,884 | $2.18M | $2.34M | $150,855.77 | 6.91% |
| AN Allan Neskie FLPUTNAM INVESTMENT MANAGEMENT Co. | 6,949 | $294,041.75 | $440,427.62 | $146,385.87 | 49.78% |
| AH Andrew Heistad Mason Street Advisors LLC | 1.42M | $79.01M | $89.8M | $10.79M | 13.66% |
| DH Doug Hutchinson Wrapmanager Inc | 198,631 | $9.16M | $12.71M | $3.56M | 38.82% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 20,631 | $947,210.64 | $1.32M | $372,760.74 | 39.35% |
| CP C Pace Texas Yale Capital Corp. | 7,625 | $417,824.56 | $483,272.5 | $65,447.94 | 15.66% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 703,911 | $36.84M | $45.04M | $8.2M | 22.25% |
Colton Groome Financial Advisors LLC Colton Groome Financial Advisors LLC | 12,212 | $618,794.22 | $782,178.6 | $163,384.38 | 26.4% |
Austin Private Wealth Austin Private Wealth LLC | 172,846 | $9.12M | $11M | $1.88M | 20.6% |
PAX Financial Group PAX Financial Group LLC | 20,027 | $774,928.65 | $1.28M | $503,895.43 | 65.02% |
| RR rosemary richard WCG Wealth Advisors LLC | 24,302 | $1.33M | $1.54M | $205,482.09 | 15.4% |
| YA Yinka Akinsola Blue Trust Inc. | 42 | $2,837.52 | $2,659.02 | -$178.5 | -6.29% |
Jeff Ameen Spire Wealth Management | 1,513 | $77,536.38 | $96,801.74 | $19,265.36 | 24.85% |
Drew Waldron Canvas Wealth Advisors LLC | 4,115 | $223,773.7 | $261,631.7 | $37,858 | 16.92% |
Eric Becker Guardian Wealth Advisors LLC | 3,545 | $192,777.1 | $225,586.07 | $32,808.97 | 17.02% |
Donna Rittershausen Koss-Olinger Consulting LLC | 1.57M | $90.78M | $100.78M | $10M | 11.01% |
Kyle P. Smith NewEdge Wealth LLC | 23,238 | $1.27M | $1.48M | $210,413.84 | 16.57% |
Carrie Delgott Wescott Financial Advisory Group LLC | 5,774 | $335,188.18 | $368,814.25 | $33,626.07 | 10.03% |
Shad Lamm Keystone Wealth Services LLC | 25,026 | $1.48M | $1.59M | $107,870.7 | 7.27% |
Joseph Castro Nuveen LLC | 7,086 | $478,670 | $448,614.66 | -$30,055.34 | -6.28% |