| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JT Judy Tucker TCV Trust & Wealth Management Inc. | 36,198 | $2.76M | $4.63M | $1.87M | 67.84% |
| KSS Kevin S. Seay Kanawha Capital Management LLC | 1,998 | $219,161 | $255,564.18 | $36,403.18 | 16.61% |
| MS Marc Seidenberg Basso Capital Management LP | 9,786 | $1.25M | $1.25M | $978.26 | 0.08% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 10.13M | $639.81M | $1.3B | $656.17M | 102.56% |
| JPC Joseph P. Condren Opus Capital Group LLC | 4,226 | $146,622.33 | $536,955.56 | $390,333.23 | 266.22% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 1.58M | $112.2M | $201.46M | $89.26M | 79.55% |
Winthrop Advisory Group Winthrop Advisory Group LLC | 109,467 | $13.18M | $13.86M | $673,658.09 | 5.11% |
SkyOak Wealth SkyOak Wealth LLC | 2,498 | $258,535.12 | $315,147.68 | $56,612.56 | 21.9% |
Pacific Capital Wealth Advisors Pacific Capital Wealth Advisors Inc. | 13,610 | $1.26M | $1.74M | $473,355.8 | 37.48% |
| YA Yinka Akinsola Blue Trust Inc. | 3,370 | $369,115.09 | $431,056.7 | $61,941.61 | 16.78% |
Jonathan J. Marshall Spectrum Investment Advisors Inc. | 32,137 | $2.79M | $4.1M | $1.31M | 46.98% |
Richard Zito Flynn Zito Capital Management LLC | 7,672 | $415,899.12 | $974,258.07 | $558,358.95 | 134.25% |
Jeff Ameen Spire Wealth Management | 475 | $44,075.25 | $60,747.75 | $16,672.5 | 37.83% |
Daren Blonski Fermata Advisors LLC | 4,488 | $458,694.01 | $566,542.68 | $107,848.67 | 23.51% |
Kyle P. Smith NewEdge Wealth LLC | 24,262 | $2.93M | $3.09M | $162,511.43 | 5.55% |
John Mezzasalma Mezzasalma Advisors LLC | 42,760 | $4.11M | $5.4M | $1.29M | 31.35% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 10,964 | $1.27M | $1.4M | $124,479.82 | 9.79% |
Kasey Fegan Corsicana & Co. | 63 | $7,737.7 | $7,948.08 | $210.38 | 2.72% |
Ryan Sanford Elevation Capital Advisory LLC | 18,739 | $2.27M | $2.38M | $112,120.06 | 4.93% |
Bethany Wagner Level Financial Advisors | 13,231 | $1.62M | $1.69M | $71,388.49 | 4.41% |