| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MEM Margaret E. Moloney Independent Investors Inc | 14,251 | $780,832.24 | $818,434.93 | $37,602.69 | 4.82% |
| SS Scott Solod Kelly Financial Group LLC | 5,453 | $310,743.26 | $313,165.79 | $2,422.53 | 0.78% |
| SN SueAnn Niehaus West Bancorporation Inc | 4,150 | $244,857.75 | $238,334.5 | -$6,523.25 | -2.66% |
| LJB Laura J. Bornheimer GWN SECURITIES Inc. | 23,724 | $1.34M | $1.36M | $25,347.89 | 1.9% |
Chilton Investment Chilton Investment Co Inc. | 16,327 | $925,414.52 | $947,292.54 | $21,878.02 | 2.36% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 2.53M | $144.46M | $147.01M | $2.55M | 1.76% |
Schwarz Dygos Wheeler Investment Schwarz Dygos Wheeler Investment Advisors LLC | 36,625 | $2.06M | $2.11M | $50,484.55 | 2.45% |
SkyOak Wealth SkyOak Wealth LLC | 78,136 | $4.43M | $4.49M | $56,551.69 | 1.28% |
| YA Yinka Akinsola Blue Trust Inc. | 38,916 | $2.23M | $2.23M | $3,254.37 | 0.15% |
Jeff Ameen Spire Wealth Management | 110,034 | $6.25M | $6.32M | $70,855.66 | 1.13% |
Drew Waldron Canvas Wealth Advisors LLC | 10,006 | $575,478.02 | $574,644.58 | -$833.44 | -0.14% |
Daren Blonski Fermata Advisors LLC | 240,393 | $13.82M | $13.81M | -$11,024.49 | -0.08% |
| KB Kristina Bentzen Paradigm, Strategies in Wealth Management LLC | 24,243 | $1.38M | $1.39M | $8,937.97 | 0.65% |
Kyle P. Smith NewEdge Wealth LLC | 87,032 | $5.02M | $5.01M | -$9,881.72 | -0.2% |
Jessica Clark Caerus Investment Advisors LLC | 33,078 | $1.9M | $1.92M | $21,894.06 | 1.15% |
Shad Lamm Keystone Wealth Services LLC | 11,297 | $640,313.96 | $648,786.71 | $8,472.75 | 1.32% |
Dipen Mehta Invst LLC | 45,627 | $2.6M | $2.65M | $44,963.17 | 1.73% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 133,657 | $7.58M | $7.7M | $122,187.67 | 1.61% |
Kasey Fegan Corsicana & Co. | 2,470 | $139,505.6 | $141,852.1 | $2,346.5 | 1.68% |
| TCL Therese C.D. Linden Bank of New Hampshire | 5,860 | $339,026.6 | $336,539.8 | -$2,486.8 | -0.73% |