| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SN SueAnn Niehaus West Bancorporation Inc | 1,214 | $361,569.96 | $413,318.43 | $51,748.47 | 14.31% |
| LJB Laura J. Bornheimer GWN SECURITIES Inc. | 2,449 | $692,009.47 | $865,648.03 | $173,638.56 | 25.09% |
| DH Doug Hutchinson Wrapmanager Inc | 928 | $206,426.65 | $334,646.07 | $128,219.42 | 62.11% |
Steven Scruggs FPA Queens Road Small Cap Value Fund | 139,930 | $25.64M | $50.84M | $25.21M | 98.33% |
Chilton Investment Chilton Investment Co Inc. | 14,005 | $4.23M | $5.12M | $891,278.59 | 21.06% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 26,324 | $6.47M | $9.63M | $3.16M | 48.82% |
Point72 Asset Management LP Point72 Asset Management LP | 1,577 | $476,648.51 | $577,008.55 | $100,360.04 | 21.06% |
Winthrop Advisory Group Winthrop Advisory Group LLC | 912 | $245,872 | $310,499.51 | $64,627.51 | 26.29% |
SkyOak Wealth SkyOak Wealth LLC | 21,886 | $4.36M | $7.45M | $3.09M | 70.86% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 1,386 | $342,491.37 | $498,156.12 | $155,664.75 | 45.45% |
Michael Corrigan Advocate Group LLC | 829 | $303,165.31 | $282,241.33 | -$20,923.98 | -6.9% |
| TJQ Thomas J. Queeney Piscataqua Savings Bank | 400 | $119,048 | $136,184 | $17,136 | 14.39% |
| YA Yinka Akinsola Blue Trust Inc. | 2,835 | $718,484.82 | $965,204.07 | $246,719.25 | 34.34% |
Jeff Ameen Spire Wealth Management | 1,047 | $239,815.62 | $356,461.61 | $116,645.99 | 48.64% |
Drew Waldron Canvas Wealth Advisors LLC | 4,768 | $1.27M | $1.62M | $352,411.91 | 27.73% |
| SMM Stephen Michael Mangold Tectonic Advisors LLC | 754 | $227,795.28 | $256,706.83 | $28,911.55 | 12.69% |
Melissa Tiscareno Bradley & Co. Private Wealth Management LLC | 200 | $54,930 | $72,156 | $17,226 | 31.36% |
Kyle P. Smith NewEdge Wealth LLC | 3,240 | $856,809.74 | $1.17M | $312,117.46 | 36.43% |
Jonathan Guyton Cornerstone Wealth Advisors Inc. | 31,689 | $8.18M | $10.79M | $2.61M | 31.88% |
| KCM Kennicott Capital Management LLC Kennicott Capital Management LLC | 2,430 | $558,268.2 | $827,317.78 | $269,049.58 | 48.19% |