| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Curtis Ellergodt Rothschild Investment LLC | 166 | $9,750.99 | $11,452.34 | $1,701.35 | 17.45% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 87,484 | $6.08M | $6.04M | -$41,117.48 | -0.68% |
| SFH Sean F. Hanna Cambridge Associates LLC /MA/ /ADV | 954,982 | $54.75M | $66.48M | $11.73M | 21.43% |
| RR rosemary richard WCG Wealth Advisors LLC | 95,377 | $6.07M | $6.61M | $539,082.69 | 8.88% |
Jeff Ameen Spire Wealth Management | 1,513 | $105,092.98 | $105,758.7 | $665.72 | 0.63% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 172,349 | $10.1M | $12M | $1.91M | 18.92% |
| TCL Therese C.D. Linden Bank of New Hampshire | 1,966 | $115,482.84 | $136,125.84 | $20,643 | 17.88% |
Bethany Wagner Level Financial Advisors | 96,608 | $5.21M | $6.74M | $1.52M | 29.21% |
Joseph Castro Nuveen LLC | 12,352 | $857,969.92 | $852,164.48 | -$5,805.44 | -0.68% |
Katie Smith Delos Wealth Advisors LLC | 2,029 | $126,406.7 | $141,025.64 | $14,618.94 | 11.57% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 81 | $4,403.16 | $5,608.44 | $1,205.28 | 27.37% |
Larry Herold Herold Advisors Inc. | 5,037 | $265,077.17 | $350,524.83 | $85,447.66 | 32.24% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 57,684 | $3.23M | $3.98M | $746,078 | 23.07% |
J. Adam Causey Jackson Thornton Wealth Management LLC | 23,120 | $1.18M | $1.6M | $424,822.17 | 36.03% |
| DR Dori Riddle DBK Financial Counsel LLC | 3,820 | $219,062.32 | $265,929.3 | $46,866.98 | 21.39% |
Stanley D. Royer Claris Advisors LLC / Mo / | 16,580 | $855,030.6 | $1.16M | $300,844.1 | 35.19% |
Craig Kurth PCG Wealth Advisors LLC | 16,161 | $926,883.07 | $1.13M | $205,841.42 | 22.21% |
Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 42,071 | $2.28M | $2.94M | $658,812.69 | 28.85% |
Gabriel M. Bustamante Bayshore Asset Management LLC | 4,675 | $267,820.74 | $325,450.12 | $57,629.38 | 21.52% |
Jacob B. Rue Shore Point Advisors LLC | 444,747 | $28M | $31.11M | $3.1M | 11.08% |