| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TCL Therese C.D. Linden Bank of New Hampshire | 470 | $24,877.1 | $24,578.65 | -$298.45 | -1.2% |
Joseph Castro Nuveen LLC | 7,522 | $390,016 | $394,002.36 | $3,986.36 | 1.02% |
| TSR Ted S. Rich RiverTree Advisors LLC | 31,079 | $1.39M | $1.62M | $230,296.69 | 16.6% |
James D. King Lindenwold Advisors Inc. | 6,998 | $328,416.14 | $363,266.18 | $34,850.04 | 10.61% |
Richard Slavik Newbridge Financial Services Group Inc. | 2,821 | $142,335.28 | $147,763.98 | $5,428.7 | 3.81% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 293,861 | $11.4M | $15.37M | $3.97M | 34.86% |
Kimberly Cappellano Private Wealth Asset Management LLC | 1,620 | $81,137.15 | $84,191.4 | $3,054.25 | 3.76% |
Sima Elimelech Activest Wealth Management | 20,384 | $1.02M | $1.07M | $48,804.28 | 4.79% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 20,000 | $959,600 | $1.05M | $89,000 | 9.27% |
| JSD Jeffrey S. Dabbs Kercheville Advisors LLC | 8,150 | $369,052.95 | $423,637 | $54,584.05 | 14.79% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 14,801 | $712,408.85 | $768,319.91 | $55,911.06 | 7.85% |
Andrew Endelman Independent Wealth Network Inc. | 6,375 | $306,161.24 | $333,285 | $27,123.76 | 8.86% |
Brian Landzaat Vista Finance LLC | 258,127 | $12.35M | $13.43M | $1.08M | 8.75% |
Nancy Williamson Helen Stephens Group LLC | 10,729 | $564,774.56 | $560,107.44 | -$4,667.12 | -0.83% |
Olalekan F. Adeduji Washington Trust Advisors Inc. | 5,539 | $216,062.24 | $290,049.73 | $73,987.49 | 34.24% |
Armand Doucette Surience Private Wealth LLC | 3,946 | $207,717.44 | $207,677.98 | -$39.46 | -0.02% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 1,385 | $67,383.37 | $72,546.3 | $5,162.93 | 7.66% |
Patrick M. Markey Northcape Wealth Management LLC | 4,170 | $219,508.8 | $218,028.45 | -$1,480.35 | -0.67% |
| HC Harry Cowley Stonegate Investment Group LLC | 13,493 | $496,127.42 | $705,548.97 | $209,421.55 | 42.21% |
Timothy J. Landolt Endowment Wealth Management Inc. | 12,809 | $488,262.32 | $670,230.92 | $181,968.6 | 37.27% |