| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SFH Sean F. Hanna Cambridge Associates LLC /MA/ /ADV | 34,980 | $1.57M | $1.83M | $263,158.4 | 16.8% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 59,337 | $2.13M | $3.08M | $950,969.43 | 44.59% |
| MG Michelle Graham NORTHSTAR ASSET MANAGEMENT Inc. | 79,381 | $3.56M | $4.15M | $589,475.77 | 16.56% |
Austin Private Wealth Austin Private Wealth LLC | 20,967 | $700,801.82 | $1.09M | $388,014.49 | 55.37% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 5,091 | $221,065.9 | $264,375.63 | $43,309.73 | 19.59% |
Jeff Ameen Spire Wealth Management | 1,979 | $85,732.18 | $103,996.45 | $18,264.27 | 21.3% |
| DR Donna Rittershausen Koss-Olinger Consulting LLC | 61,367 | $2.06M | $3.18M | $1.12M | 54.11% |
Carrie Delgott Wescott Financial Advisory Group LLC | 58,943 | $1.85M | $3.05M | $1.21M | 65.28% |
Ben Rothwell Keystone Financial Services | 10,062 | $376,342.6 | $521,714.7 | $145,372.1 | 38.63% |
| SL Shad Lamm Keystone Wealth Services LLC | 5,319 | $208,370.23 | $276,774.16 | $68,403.93 | 32.83% |
Jason E. Archambault SK Wealth Management LLC | 4,434 | $156,791.63 | $229,902.9 | $73,111.27 | 46.63% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 40,384 | $1.44M | $2.1M | $656,704.92 | 45.46% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 43,796 | $1.52M | $2.3M | $780,542.31 | 51.32% |
| HT Hannah Tackett Penobscot Wealth Management | 9,238 | $368,361.06 | $485,087.38 | $116,726.32 | 31.69% |
Kevin B. Crawford JB Capital LLC | 5,688 | $247,701.96 | $296,060.4 | $48,358.44 | 19.52% |
| JT Jarrett Topel Topel & Distasi Wealth Management LLC | 7,175 | $238,477.53 | $373,351.12 | $134,873.59 | 56.56% |
Brian Baylis Bell Investment Advisors Inc. | 14,310 | $500,027.89 | $748,126.8 | $248,098.91 | 49.62% |
| JSA Jeffrey S. Arnold IMPACTfolio LLC | 485,629 | $17.91M | $25.39M | $7.48M | 41.79% |
| CB Charles Brewster Brewster Financial Planning LLC | 3,896 | $213,072.24 | $198,111.6 | -$14,960.64 | -7.02% |
| RCS Ryan Charles Stout Theory Financial LLC | 8,271 | $335,396.32 | $432,407.88 | $97,011.56 | 28.92% |