| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SN SueAnn Niehaus West Bancorporation Inc | 2,336 | $269,239.21 | $362,080 | $92,840.79 | 34.48% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 219,222 | $26.1M | $34.75M | $8.65M | 33.13% |
SkyOak Wealth SkyOak Wealth LLC | 3,308 | $424,253.14 | $512,740 | $88,486.86 | 20.86% |
| RR rosemary richard WCG Wealth Advisors LLC | 11,178 | $1.57M | $1.77M | $204,646.08 | 13.06% |
| TJQ Thomas J. Queeney Piscataqua Savings Bank | 515 | $72,125.75 | $79,825 | $7,699.25 | 10.67% |
| YA Yinka Akinsola Blue Trust Inc. | 4,725 | $623,573.67 | $732,375 | $108,801.33 | 17.45% |
Jeff Ameen Spire Wealth Management | 14,009 | $1.72M | $2.17M | $449,836.48 | 26.13% |
Daren Blonski Fermata Advisors LLC | 1,399 | $204,207.5 | $216,845 | $12,637.5 | 6.19% |
| RWP Ridgecrest Wealth Partners LLC Ridgecrest Wealth Partners LLC | 2,724 | $320,483.24 | $428,294.52 | $107,811.28 | 33.64% |
| JAT Jeremiah Anthony Thisse Ashford Advisors LLC | 4,000 | $497,146.24 | $628,920 | $131,773.76 | 26.51% |
Donna Rittershausen Koss-Olinger Consulting LLC | 3,131 | $426,387.28 | $494,103.11 | $67,715.83 | 15.88% |
Kyle P. Smith NewEdge Wealth LLC | 5,487 | $727,890.84 | $865,903.47 | $138,012.63 | 18.96% |
Jessica Clark Caerus Investment Advisors LLC | 1,600 | $209,984 | $253,648 | $43,664 | 20.79% |
Dipen Mehta Invst LLC | 1,856 | $258,280.96 | $294,231.68 | $35,950.72 | 13.92% |
Daniel Cesta Pinnacle Wealth Management Group Inc. | 1,883 | $255,664.71 | $291,865 | $36,200.29 | 14.16% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 15,480 | $2.27M | $2.43M | $160,826.98 | 7.08% |
Kasey Fegan Corsicana & Co. | 57,496 | $7.03M | $8.91M | $1.88M | 26.73% |
Joseph Castro Nuveen LLC | 2,021 | $307,556 | $318,347.92 | $10,791.92 | 3.51% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 1,753 | $266,771.52 | $271,715 | $4,943.48 | 1.85% |
Katie Smith Delos Wealth Advisors LLC | 170 | $23,808.5 | $26,950.1 | $3,141.6 | 13.2% |