| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeffery Yorg Focus Partners Advisor Solutions LLC | 12,068 | $1.51M | $1.78M | $269,674.72 | 17.91% |
| TCL Therese C.D. Linden Bank of New Hampshire | 510 | $44,176.2 | $75,041.4 | $30,865.2 | 69.87% |
Joseph Castro Nuveen LLC | 3,410 | $485,550 | $503,452.4 | $17,902.4 | 3.69% |
Kevin B. Crawford JB Capital LLC | 2,590 | $257,188.34 | $386,661.07 | $129,472.73 | 50.34% |
Jarrett Topel Topel & Distasi Wealth Management LLC | 22,656 | $2.07M | $3.33M | $1.26M | 60.71% |
Kimberly Cappellano Private Wealth Asset Management LLC | 63 | $8,971 | $9,272.65 | $301.65 | 3.36% |
Eddie Wilcox Rollins Financial Advisors LLC | 6,185 | $567,665.5 | $923,358.59 | $355,693.09 | 62.66% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 28,071 | $3.12M | $4.13M | $1.01M | 32.45% |
Ryan Charles Stout Theory Financial LLC | 4,823 | $521,733.94 | $711,440.73 | $189,706.79 | 36.36% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 146,299 | $19.53M | $21.57M | $2.04M | 10.44% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 4,752 | $526,749.42 | $699,209.28 | $172,459.86 | 32.74% |
| LMM Lynn M. Magnus Long Run Wealth Advisors LLC | 8,322 | $763,753.44 | $1.23M | $464,240.88 | 60.78% |
| JBB James B. Boucher Wilson & Boucher Capital Management LLC | 2,800 | $398,692 | $411,992 | $13,300 | 3.34% |
Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 2,185 | $257,245.21 | $326,198.63 | $68,953.42 | 26.8% |
Seth Scher Matrix Private Capital Group LLC | 1,540 | $186,632.6 | $226,595.6 | $39,963 | 21.41% |
| EAI Evolution Advisers Inc. Evolution Advisers Inc. | 1,314 | $187,100.46 | $196,167.05 | $9,066.59 | 4.85% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 646 | $48,870.95 | $95,052.44 | $46,181.49 | 94.5% |
M. Katherine Pieper Unionview LLC | 2,073 | $209,103.79 | $304,896.84 | $95,793.05 | 45.81% |
Penny A. Phillips Journey Strategic Wealth LLC | 2,608 | $266,834.08 | $383,897.6 | $117,063.52 | 43.87% |
Lisa Cooper Figure 8 Investment Strategies LLC | 1,990 | $219,397.97 | $292,868.3 | $73,470.33 | 33.49% |