| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TCL Therese C.D. Linden Bank of New Hampshire | 8,524 | $643,990.56 | $603,124.14 | -$40,866.42 | -6.35% |
| JNM Jay Nelsen Myers Treynor Bancshares Inc. | 5,153 | $364,447.68 | $364,780.87 | $333.19 | 0.09% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 26,925 | $1.97M | $1.9M | -$65,312.85 | -3.32% |
Tina Tenret Tenret Co. LLC | 41,839 | $3.07M | $2.96M | -$111,218.75 | -3.62% |
Hannah Tackett Penobscot Wealth Management | 12,735 | $933,495.07 | $901,765.35 | -$31,729.72 | -3.4% |
Kimberly Van Winkle Twelve Points Wealth Management LLC | 3,801 | $279,183.45 | $269,490.9 | -$9,692.55 | -3.47% |
| MWA Motive Wealth Advisors Motive Wealth Advisors | 72,136 | $5.29M | $5.11M | -$184,586.56 | -3.49% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 27,194 | $1.99M | $1.92M | -$68,277.09 | -3.43% |
Katie Smith Delos Wealth Advisors LLC | 300 | $22,089 | $21,210 | -$879 | -3.98% |
Justin Ericksen Blue Barn Wealth LLC | 4,928 | $358,162.83 | $348,803.84 | -$9,358.99 | -2.61% |
Richard Slavik Newbridge Financial Services Group Inc. | 1,069 | $75,382.07 | $75,257.6 | -$124.47 | -0.17% |
Jarrett Topel Topel & Distasi Wealth Management LLC | 9,775 | $751,761.72 | $692,265.5 | -$59,496.22 | -7.91% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 1,202 | $83,875.56 | $85,048.71 | $1,173.15 | 1.4% |
Kurt Van Dyken Lifeworks Advisors LLC | 8,757 | $639,383.26 | $619,251.25 | -$20,132.01 | -3.15% |
Rick Hurley Heirloom Wealth Management | 3,934 | $275,970.1 | $278,915.09 | $2,944.99 | 1.07% |
Kimberly Cappellano Private Wealth Asset Management LLC | 3,615 | $265,796 | $255,960.07 | -$9,835.93 | -3.7% |
Sima Elimelech Activest Wealth Management | 388 | $28,469.09 | $27,315.2 | -$1,153.89 | -4.05% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 11,451 | $842,935.03 | $809,413.93 | -$33,521.1 | -3.98% |
Robert Tutela Essex LLC | 135,497 | $9.51M | $9.61M | $101,433.05 | 1.07% |
Brian Baylis Bell Investment Advisors Inc. | 24,012 | $1.74M | $1.7M | -$44,214.66 | -2.53% |