| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BJK Brian J. Kopinski Woodmont Investment Counsel LLC | 6,515 | $280,405.6 | $348,487.35 | $68,081.75 | 24.28% |
| AH Andrew Heistad Mason Street Advisors LLC | 1.38M | $60.49M | $73.07M | $12.58M | 20.8% |
| DH Doug Hutchinson Wrapmanager Inc | 164,528 | $6.85M | $8.66M | $1.81M | 26.41% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 134,538 | $5.23M | $7.18M | $1.95M | 37.28% |
| JH Jonathan Hartzler Mcdonald Partners LLC | 9,774 | $349,909.2 | $522,811.26 | $172,902.06 | 49.41% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 880,649 | $37.17M | $46.97M | $9.81M | 26.39% |
Colton Groome Financial Advisors LLC Colton Groome Financial Advisors LLC | 108,955 | $4.68M | $5.74M | $1.06M | 22.54% |
Austin Private Wealth Austin Private Wealth LLC | 303,728 | $12.66M | $16.25M | $3.59M | 28.33% |
SkyOak Wealth SkyOak Wealth LLC | 62,732 | $2.31M | $3.36M | $1.05M | 45.24% |
PAX Financial Group PAX Financial Group LLC | 6,677 | $219,071.56 | $357,152.73 | $138,081.17 | 63.03% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 6,168 | $277,069 | $324,745.2 | $47,676.2 | 17.21% |
| RR rosemary richard WCG Wealth Advisors LLC | 86,819 | $4.07M | $4.57M | $502,682.01 | 12.36% |
| YA Yinka Akinsola Blue Trust Inc. | 891 | $44,069.45 | $47,525.94 | $3,456.49 | 7.84% |
Richard Zito Flynn Zito Capital Management LLC | 27,864 | $1.14M | $1.49M | $352,868.66 | 31.02% |
Jeff Ameen Spire Wealth Management | 1,803 | $67,391.69 | $96,172.02 | $28,780.33 | 42.71% |
Eric Becker Guardian Wealth Advisors LLC | 4,335 | $186,578.4 | $229,950.07 | $43,371.67 | 23.25% |
| AL Acas LLC Acas LLC | 9,316 | $396,748.19 | $494,912.5 | $98,164.31 | 24.74% |
Kyle P. Smith NewEdge Wealth LLC | 10,536 | $503,090.16 | $559,356.24 | $56,266.08 | 11.18% |
| CAL CSM Advisors LLC CSM Advisors LLC | 30,642 | $1.34M | $1.61M | $270,182.74 | 20.12% |
Carrie Delgott Wescott Financial Advisory Group LLC | 8,863 | $415,344.72 | $474,081.87 | $58,737.15 | 14.14% |