| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Tom McDonald Richards, MERRILL & PETERSON Inc. | 1,500 | $81,720 | $99,577.5 | $17,857.5 | 21.85% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 115,397 | $8.03M | $7.64M | -$387,726.68 | -4.83% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 90 | $4,643.44 | $5,960.7 | $1,317.26 | 28.37% |
| LJB Laura J. Bornheimer GWN SECURITIES Inc. | 3,405 | $205,195.68 | $225,002.4 | $19,806.72 | 9.65% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 245,514 | $12.49M | $16.26M | $3.77M | 30.18% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 5,871 | $301,228.26 | $388,836.33 | $87,608.07 | 29.08% |
| YA Yinka Akinsola Blue Trust Inc. | 107 | $7,446.13 | $7,086.61 | -$359.52 | -4.83% |
Jeff Ameen Spire Wealth Management | 25,756 | $1.29M | $1.71M | $418,626.9 | 32.52% |
Daren Blonski Fermata Advisors LLC | 53,469 | $2.75M | $3.55M | $800,639.76 | 29.11% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 46,343 | $2.49M | $3.06M | $575,168.12 | 23.1% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 7,021 | $421,812.97 | $458,681.93 | $36,868.96 | 8.74% |
Lynn A. Jackson Dopkins Wealth Management LLC | 45,814 | $2.46M | $3.03M | $573,692.39 | 23.36% |
Candace Cavalier Congress Wealth Management LLC / DE / | 116,026 | $5.82M | $7.67M | $1.85M | 31.71% |
Nabeed Zaman Eagle Strategies LLC | 14,780 | $852,026.42 | $977,253.6 | $125,227.18 | 14.7% |
Arlie W. Green Fortress Wealth Management Inc. | 32,068 | $1.73M | $2.12M | $393,736.54 | 22.79% |
Brian Kellett Kellett Wealth Advisors LLC | 66,293 | $3.57M | $4.39M | $820,873.81 | 23% |
Mark Vicencio Lowery Thomas LLC | 26,088 | $1.27M | $1.72M | $449,910.37 | 35.3% |
| DW Darren Woolson Asset Allocation Strategies LLC | 14,249 | $744,232.18 | $951,975.69 | $207,743.51 | 27.91% |
Amanda Hawley Atria Wealth Solutions Inc. | 5,689 | $323,541.66 | $376,782.47 | $53,240.81 | 16.46% |
| CIG CHB Investment Group LLC CHB Investment Group LLC | 26,725 | $1.47M | $1.77M | $298,251 | 20.29% |