| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| YA Yinka Akinsola Blue Trust Inc. | 3 | $270.96 | $296.2 | $25.24 | 9.32% |
Andrew Endelman Independent Wealth Network Inc. | 5,297 | $319,679.26 | $527,395.8 | $207,716.54 | 64.98% |
| DM David Mailloux WealthCare Investment Partners LLC | 7,415 | $479,919.16 | $748,136.42 | $268,217.26 | 55.89% |
Lukas Lindgren Abound Wealth Management | 14 | $1,183 | $1,403.36 | $220.36 | 18.63% |
| SM Sarah Moore BOS Asset Management LLC | 3,627 | $235,674.74 | $349,316.37 | $113,641.63 | 48.22% |
Christopher C. Powers Farther Finance Advisors, LLC | 2,853 | $209,801.02 | $276,027.75 | $66,226.73 | 31.57% |
| AFL Abound Financial LLC ABOUND FINANCIAL, LLC | 144 | $13,006 | $13,818.24 | $812.24 | 6.25% |
| KSB Kennebec Savings Bank Kennebec Savings Bank | 34 | $2,237 | $3,265.87 | $1,028.87 | 45.99% |
| BM Berkeley Meredith Hughes Financial Services LLC | 270 | $13,753 | $25,949.7 | $12,196.7 | 88.68% |
| OFG Opulen Financial Group LLC Opulen Financial Group LLC | 7,186 | $435,179.45 | $690,646.46 | $255,467.01 | 58.7% |