| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Austin Private Wealth Austin Private Wealth LLC | 12,000 | $337,192.28 | $456,599.99 | $119,407.71 | 35.41% |
Daniel Russell Naviter Wealth LLC | 9,612 | $315,253.62 | $362,853 | $47,599.38 | 15.1% |
| RR rosemary richard WCG Wealth Advisors LLC | 107,100 | $3.45M | $4.17M | $716,217.13 | 20.76% |
| TJQ Thomas J. Queeney Piscataqua Savings Bank | 3,000 | $93,810 | $114,150 | $20,340 | 21.68% |
| YA Yinka Akinsola Blue Trust Inc. | 81,706 | $2.18M | $3.11M | $932,331.71 | 42.83% |
Jeff Ameen Spire Wealth Management | 25,786 | $881,034.24 | $981,157.27 | $100,123.03 | 11.36% |
Drew Waldron Canvas Wealth Advisors LLC | 8,122 | $254,607.72 | $309,042.09 | $54,434.37 | 21.38% |
Daren Blonski Fermata Advisors LLC | 15,532 | $483,364.03 | $590,992.58 | $107,628.55 | 22.27% |
| SMM Stephen Michael Mangold Tectonic Advisors LLC | 420,613 | $11.97M | $16M | $4.04M | 33.73% |
| TJD Timothy J. Dolan GP Brinson Investments LLC | 65,909 | $1.92M | $2.51M | $584,612.76 | 30.4% |
Kyle P. Smith NewEdge Wealth LLC | 56,138 | $1.87M | $2.12M | $252,299.47 | 13.5% |
Mack, Connie Clarity Financial LLC | 10,473 | $297,695.23 | $398,497.64 | $100,802.41 | 33.86% |
| EBA Eagle Bay Advisors LLC Eagle Bay Advisors LLC | 5,822 | $186,653.32 | $221,527.09 | $34,873.77 | 18.68% |
Carrie Delgott Wescott Financial Advisory Group LLC | 7,365 | $235,168.53 | $280,238.24 | $45,069.71 | 19.16% |
Shad Lamm Keystone Wealth Services LLC | 13,525 | $397,781.04 | $514,626.24 | $116,845.2 | 29.37% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 21,951 | $830,625.84 | $835,235.53 | $4,609.69 | 0.55% |
Kasey Fegan Corsicana & Co. | 12,355 | $315,479.8 | $470,107.74 | $154,627.94 | 49.01% |
| TCL Therese C.D. Linden Bank of New Hampshire | 9,035 | $225,708.62 | $343,781.74 | $118,073.12 | 52.31% |
Joseph Castro Nuveen LLC | 70,615 | $2.41M | $2.68M | $271,867.8 | 11.28% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 6,252 | $236,575.68 | $237,888.59 | $1,312.91 | 0.55% |