| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MC Matt Coyne DAVIDSON TRUST Co. | 60,317 | $5.76M | $5.7M | -$54,141.82 | -0.94% |
| SN Susan Norris Alpine Woods Capital Investors LLC | 8,000 | $693,120 | $778,720 | $85,600 | 12.35% |
| LJB Laura J. Bornheimer GWN SECURITIES Inc. | 48,215 | $3.5M | $4.56M | $1.06M | 30.39% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 121,021 | $9.66M | $11.86M | $2.2M | 22.71% |
Private Capital Private Capital Management | 5,840 | $417,466 | $572,320 | $154,854 | 37.09% |
Winthrop Advisory Group Winthrop Advisory Group LLC | 93,618 | $8.26M | $8.85M | $587,882.96 | 7.11% |
Adams Wealth Management Adams Wealth Management | 9,525 | $681,409.68 | $927,163.5 | $245,753.82 | 36.07% |
Michael Corrigan Advocate Group LLC | 30,001 | $1.74M | $2.84M | $1.1M | 63.31% |
Daniel Russell Naviter Wealth LLC | 9,312 | $806,791.68 | $906,430.08 | $99,638.4 | 12.35% |
| YA Yinka Akinsola Blue Trust Inc. | 157 | $12,768.05 | $14,842.78 | $2,074.73 | 16.25% |
Jonathan J. Marshall Spectrum Investment Advisors Inc. | 201,581 | $17.08M | $18.55M | $1.47M | 8.61% |
Jeff Ameen Spire Wealth Management | 47,722 | $3.4M | $4.51M | $1.11M | 32.5% |
Daren Blonski Fermata Advisors LLC | 8,187 | $596,675.29 | $773,998.98 | $177,323.69 | 29.72% |
| SMM Stephen Michael Mangold Tectonic Advisors LLC | 5,802 | $450,645.76 | $548,521.08 | $97,875.32 | 21.72% |
Kyle P. Smith NewEdge Wealth LLC | 2,736 | $177,240.14 | $266,322.24 | $89,082.1 | 50.26% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 4,350 | $344,245.63 | $426,300 | $82,054.37 | 23.84% |
Carrie Delgott Wescott Financial Advisory Group LLC | 46,026 | $3.02M | $4.35M | $1.33M | 44.03% |
Daniel Cesta Pinnacle Wealth Management Group Inc. | 5,150 | $361,047.33 | $486,881 | $125,833.67 | 34.85% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 73,656 | $5.15M | $6.96M | $1.81M | 35.12% |
| TCL Therese C.D. Linden Bank of New Hampshire | 651 | $43,057.14 | $61,545.54 | $18,488.4 | 42.94% |