| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Hannah Tackett Penobscot Wealth Management | 681 | $229,626.48 | $554,885.61 | $325,259.13 | 141.65% |
Spencer Rand Five Oceans Advisors | 1,174 | $286,653.58 | $956,586.94 | $669,933.36 | 233.71% |
S. Hardy Taylor Heritage Investment Group Inc. | 356 | $203,941.72 | $290,072.36 | $86,130.64 | 42.23% |
| MWA Motive Wealth Advisors Motive Wealth Advisors | 558 | $217,581.92 | $454,663.98 | $237,082.06 | 108.96% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 7,684 | $2.58M | $6.26M | $3.68M | 142.42% |
Katie Smith Delos Wealth Advisors LLC | 257 | $105,309.77 | $209,406.17 | $104,096.4 | 98.85% |
Kevin B. Crawford JB Capital LLC | 1,586 | $552,306.89 | $1.29M | $739,981.77 | 133.98% |
Richard Slavik Newbridge Financial Services Group Inc. | 1,346 | $763,379.96 | $1.1M | $333,354.3 | 43.67% |
Kurt Van Dyken Lifeworks Advisors LLC | 9,503 | $2.95M | $7.74M | $4.79M | 162.31% |
| EJL Emery J. Levick US Asset Management LLC | 2,887 | $554,217.39 | $2.35M | $1.8M | 324.45% |
Kimberly Cappellano Private Wealth Asset Management LLC | 13,928 | $4.7M | $11.35M | $6.65M | 141.64% |
Sima Elimelech Activest Wealth Management | 70 | $40,100.9 | $57,036.7 | $16,935.8 | 42.23% |
Jodi Greenlund Financial Council LLC | 850 | $303,572.45 | $692,588.5 | $389,016.05 | 128.15% |
Eddie Wilcox Rollins Financial Advisors LLC | 5,852 | $2.04M | $4.77M | $2.73M | 134.29% |
Cheryl Smith DB Fitzpatrick & Co Inc. | 88 | $18,193.12 | $71,703.28 | $53,510.16 | 294.12% |
Andrew J. Swenson ARS Wealth Advisors Group LLC | 5,097 | $1.34M | $4.15M | $2.81M | 209.54% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 1,612 | $573,834.77 | $1.31M | $739,638.95 | 128.89% |
| WB William Bromley Innova Wealth Partners | 538 | $309,815.74 | $438,367.78 | $128,552.04 | 41.49% |
| BFI BROGAN FINANCIAL Inc. BROGAN FINANCIAL Inc. | 1,159 | $321,909.37 | $944,364.79 | $622,455.42 | 193.36% |
Brian Baylis Bell Investment Advisors Inc. | 415 | $112,289.71 | $349,508.85 | $237,219.14 | 211.26% |