| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AB Anthony Bruccoleri Equitable Holdings Inc. | 461,131 | $46.73M | $63.37M | $16.65M | 35.62% |
Field & Main Bank Field & Main Bank | 55,869 | $8.17M | $7.54M | -$635,049.68 | -7.77% |
SkyOak Wealth SkyOak Wealth LLC | 3,072 | $294,907.18 | $413,306.88 | $118,399.7 | 40.15% |
Daniel Russell Naviter Wealth LLC | 20,316 | $2.6M | $2.74M | $135,941.22 | 5.22% |
| YA Yinka Akinsola Blue Trust Inc. | 2,219 | $294,370.87 | $302,582.84 | $8,211.97 | 2.79% |
Jeff Ameen Spire Wealth Management | 6,160 | $815,871.83 | $846,568.8 | $30,696.97 | 3.76% |
Kyle P. Smith NewEdge Wealth LLC | 4,120 | $567,848.22 | $560,320 | -$7,528.22 | -1.33% |
Carrie Delgott Wescott Financial Advisory Group LLC | 338,838 | $42.04M | $45.84M | $3.8M | 9.05% |
Shad Lamm Keystone Wealth Services LLC | 1,378 | $201,752.98 | $185,768.18 | -$15,984.8 | -7.92% |
Alexandria Fry Dentgroup LLC | 14,221 | $1.46M | $1.94M | $480,188.35 | 32.91% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 43,870 | $5.65M | $5.97M | $324,229.52 | 5.74% |
| TCL Therese C.D. Linden Bank of New Hampshire | 312 | $31,356 | $41,779.92 | $10,423.92 | 33.24% |
Joseph Castro Nuveen LLC | 93,911 | $12.95M | $12.81M | -$141,696.43 | -1.09% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 4,905 | $676,526.8 | $661,218.52 | -$15,308.28 | -2.26% |
Richard Slavik Newbridge Financial Services Group Inc. | 45 | $5,703.75 | $6,136.2 | $432.45 | 7.58% |
Jeffrey Dominguez Dominguez Wealth Management Solutions Inc. | 18,585 | $1.82M | $2.53M | $712,815.13 | 39.21% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 2,854 | $301,412.72 | $382,179.14 | $80,766.42 | 26.8% |
Kimberly Cappellano Private Wealth Asset Management LLC | 61,655 | $7.3M | $8.37M | $1.07M | 14.64% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 1,420 | $207,902 | $191,025.5 | -$16,876.5 | -8.12% |
Kalon Hoard Holland Advisory Services Inc. | 8,044 | $920,708.67 | $1.09M | $171,103.45 | 18.58% |