| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JNM Jay Nelsen Myers Treynor Bancshares Inc. | 16,929 | $871,741.44 | $1.38M | $509,495.67 | 58.45% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 126,210 | $8.86M | $10.3M | $1.44M | 16.27% |
Hannah Tackett Penobscot Wealth Management | 6,519 | $337,879.77 | $531,885.21 | $194,005.44 | 57.42% |
Spencer Rand Five Oceans Advisors | 20,444 | $894,552.97 | $1.67M | $773,472.99 | 86.46% |
S. Hardy Taylor Heritage Investment Group Inc. | 502,967 | $26M | $41.04M | $15.03M | 57.81% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 33,498 | $2.26M | $2.73M | $470,844.75 | 20.81% |
Katie Smith Delos Wealth Advisors LLC | 1,636 | $116,008.76 | $138,961.84 | $22,953.08 | 19.79% |
Kimberly Cappellano Private Wealth Asset Management LLC | 2 | $120.96 | $169.06 | $48.1 | 39.77% |
Jodi Greenlund Financial Council LLC | 48,387 | $2.28M | $3.95M | $1.67M | 73.01% |
| BFI BROGAN FINANCIAL Inc. BROGAN FINANCIAL Inc. | 9,596 | $405,767.82 | $811,437.76 | $405,669.94 | 99.98% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 37,731 | $1.95M | $3.08M | $1.13M | 57.81% |
Andrew Endelman Independent Wealth Network Inc. | 75,206 | $4.61M | $6.14M | $1.52M | 33.07% |
Larry Herold Herold Advisors Inc. | 132,085 | $8.39M | $10.78M | $2.39M | 28.43% |
Alexander Eichhorn Tanager Wealth Management LLP | 4,902 | $313,009.14 | $399,954.18 | $86,945.04 | 27.78% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 15,999 | $710,835.57 | $1.31M | $594,522.84 | 83.64% |
Janet Messer FRG Family Wealth Advisors LLC | 4,993 | $207,758.73 | $407,378.87 | $199,620.14 | 96.08% |
Bobby Adusumilli SJS Investment Consulting Inc. | 30,775 | $1.71M | $2.51M | $805,779.7 | 47.26% |
Nancy Williamson Helen Stephens Group LLC | 827,733 | $54.55M | $67.53M | $12.99M | 23.81% |
David Spratt Badgley Phelps Wealth Managers LLC | 6,812 | $394,138.16 | $555,791.08 | $161,652.92 | 41.01% |
Nathan C. Goodman Family Investment Center Inc. | 11,904 | $499,569.68 | $971,247.36 | $471,677.68 | 94.42% |