| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Field & Main Bank Field & Main Bank | 134 | $13,801.51 | $22,122.73 | $8,321.22 | 60.29% |
SkyOak Wealth SkyOak Wealth LLC | 1,969 | $225,687.36 | $325,072.05 | $99,384.69 | 44.04% |
Daniel Russell Naviter Wealth LLC | 11,211 | $1.45M | $1.85M | $400,849.3 | 27.64% |
| YA Yinka Akinsola Blue Trust Inc. | 3,262 | $447,712.55 | $538,833.47 | $91,120.92 | 20.35% |
Jeff Ameen Spire Wealth Management | 4,861 | $582,335.41 | $804,301.06 | $221,965.65 | 38.12% |
| SMM Stephen Michael Mangold Tectonic Advisors LLC | 23,289 | $2.94M | $3.85M | $911,687.46 | 30.99% |
| DR Donna Rittershausen Koss-Olinger Consulting LLC | 5,932 | $747,254.04 | $979,877.42 | $232,623.38 | 31.13% |
Kyle P. Smith NewEdge Wealth LLC | 39,092 | $4.46M | $6.46M | $2M | 44.81% |
Carrie Delgott Wescott Financial Advisory Group LLC | 180,890 | $17.87M | $29.88M | $12.01M | 67.2% |
Alexandria Fry Dentgroup LLC | 7,834 | $1.09M | $1.29M | $199,884.51 | 18.27% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 33,885 | $4.42M | $5.6M | $1.19M | 26.92% |
| TCL Therese C.D. Linden Bank of New Hampshire | 213 | $25,483.32 | $35,336.7 | $9,853.38 | 38.67% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 2,602 | $367,928.99 | $430,526.92 | $62,597.93 | 17.01% |
| SR Spencer Rand Five Oceans Advisors | 7,166 | $812,521.99 | $1.19M | $373,164.37 | 45.93% |
| SHT S. Hardy Taylor Heritage Investment Group Inc. | 1,737 | $245,003.85 | $287,282.43 | $42,278.58 | 17.26% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 2,973 | $345,699.9 | $491,362.57 | $145,662.67 | 42.14% |
Kimberly Cappellano Private Wealth Asset Management LLC | 23,793 | $3.01M | $3.93M | $919,410.3 | 30.52% |
| SE Sima Elimelech Activest Wealth Management | 5 | $698.35 | $826.64 | $128.29 | 18.37% |
Cheryl Smith DB Fitzpatrick & Co Inc. | 55 | $6,041.2 | $9,100.3 | $3,059.1 | 50.64% |
Brian Baylis Bell Investment Advisors Inc. | 6 | $679.5 | $992.64 | $313.14 | 46.08% |