| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 83,755 | $4.35M | $5.99M | $1.64M | 37.82% |
| WDW William Dudley Webb Jr. WORLD EQUITY GROUP Inc. | 4,583 | $224,798.68 | $307,015.17 | $82,216.49 | 36.57% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 3,609 | $209,033.28 | $260,569.8 | $51,536.52 | 24.65% |
SkyOak Wealth SkyOak Wealth LLC | 19,489 | $689,600.16 | $1.31M | $615,967.95 | 89.32% |
Jeff Ameen Spire Wealth Management | 381,985 | $15.84M | $25.59M | $9.75M | 61.52% |
Kyle P. Smith NewEdge Wealth LLC | 32,684 | $1.35M | $2.34M | $989,344.68 | 73.13% |
Kasey Fegan Corsicana & Co. | 920 | $44,721.2 | $61,630.8 | $16,909.6 | 37.81% |
Joseph Castro Nuveen LLC | 3,969 | $267,432 | $284,418.54 | $16,986.54 | 6.35% |
Eddie Wilcox Rollins Financial Advisors LLC | 29,776 | $1.1M | $1.99M | $895,152.12 | 81.41% |
| WB William Bromley Innova Wealth Partners | 57,913 | $2.72M | $3.88M | $1.16M | 42.52% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 20,787 | $1.4M | $1.39M | -$8,522.87 | -0.61% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 1,515 | $74,840.84 | $101,489.85 | $26,649.01 | 35.61% |
Taylor Jobe MKT Advisors LLC | 6,400 | $142,272 | $428,736 | $286,464 | 201.35% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 4,100 | $176,123.74 | $274,659 | $98,535.26 | 55.95% |
Lonny Elfenbein West Michigan Advisors LLC | 10,586 | $249,410.53 | $709,156.14 | $459,745.61 | 184.33% |
James Langer Redmont Wealth Advisors LLC | 7,400 | $240,980.26 | $495,726 | $254,745.74 | 105.71% |
Dalila Toledo Ascent Group LLC | 164,783 | $9.25M | $11.04M | $1.79M | 19.33% |
Amanda Hawley Atria Wealth Solutions Inc. | 19,656 | $917,408.08 | $1.32M | $399,347.36 | 43.53% |
Jeffrey Gilbert Balboa Wealth Partners | 6,304 | $424,763.52 | $451,744.64 | $26,981.12 | 6.35% |
Mark Mowrey Signature Resources Capital Management LLC | 28 | $918.4 | $1,875.72 | $957.32 | 104.24% |