| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Curtis Ellergodt Rothschild Investment LLC | 166 | $9,750.99 | $12,008.44 | $2,257.45 | 23.15% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 87,484 | $6.08M | $6.51M | $432,170.96 | 7.11% |
| SFH Sean F. Hanna Cambridge Associates LLC /MA/ /ADV | 954,982 | $54.75M | $71.86M | $17.12M | 31.26% |
| RR rosemary richard WCG Wealth Advisors LLC | 95,377 | $6.07M | $7.18M | $1.11M | 18.21% |
| YA Yinka Akinsola Blue Trust Inc. | 426 | $24,480.88 | $30,816.84 | $6,335.96 | 25.88% |
Jeff Ameen Spire Wealth Management | 1,513 | $105,092.98 | $109,450.42 | $4,357.44 | 4.15% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 172,349 | $10.1M | $12.47M | $2.37M | 23.5% |
| TCL Therese C.D. Linden Bank of New Hampshire | 1,966 | $115,482.84 | $142,220.44 | $26,737.6 | 23.15% |
Bethany Wagner Level Financial Advisors | 92,905 | $4.96M | $6.72M | $1.76M | 35.58% |
Joseph Castro Nuveen LLC | 12,352 | $857,969.92 | $913,553.92 | $55,584 | 6.48% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 3,831 | $266,101.26 | $277,134.54 | $11,033.28 | 4.15% |
Katie Smith Delos Wealth Advisors LLC | 2,029 | $126,406.7 | $152,682.25 | $26,275.55 | 20.79% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 81 | $4,403.16 | $5,859.54 | $1,456.38 | 33.08% |
Larry Herold Herold Advisors Inc. | 5,565 | $292,723.25 | $402,572.1 | $109,848.85 | 37.53% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 55,746 | $3.1M | $4.03M | $933,117.8 | 30.1% |
J. Adam Causey Jackson Thornton Wealth Management LLC | 23,120 | $1.18M | $1.67M | $493,372.97 | 41.84% |
| DR Dori Riddle DBK Financial Counsel LLC | 3,820 | $219,062.32 | $276,338.8 | $57,276.48 | 26.15% |
Stanley D. Royer Claris Advisors LLC / Mo / | 16,580 | $855,030.6 | $1.2M | $344,366.6 | 40.28% |
Craig Kurth PCG Wealth Advisors LLC | 16,507 | $946,691.57 | $1.19M | $247,424.81 | 26.14% |
Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 42,071 | $2.28M | $3.17M | $882,420.06 | 38.64% |