| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeff Ameen Spire Wealth Management | 2,038 | $88,958.89 | $105,833.34 | $16,874.45 | 18.97% |
Donna Rittershausen Koss-Olinger Consulting LLC | 61,944 | $2.1M | $3.19M | $1.09M | 52.21% |
Carrie Delgott Wescott Financial Advisory Group LLC | 58,079 | $1.82M | $2.98M | $1.16M | 63.75% |
Ben Rothwell Keystone Financial Services | 8,577 | $321,798.55 | $441,929.92 | $120,131.37 | 37.33% |
Shad Lamm Keystone Wealth Services LLC | 5,321 | $208,479.61 | $272,648.04 | $64,168.43 | 30.78% |
Jason E. Archambault SK Wealth Management LLC | 4,466 | $158,466.25 | $230,780.55 | $72,314.3 | 45.63% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 46,725 | $1.79M | $2.42M | $626,319.31 | 34.96% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 41,265 | $1.44M | $2.11M | $676,959.85 | 47.13% |
Hannah Tackett Penobscot Wealth Management | 11,807 | $508,859.67 | $613,314.61 | $104,454.94 | 20.53% |
Kevin B. Crawford JB Capital LLC | 4,604 | $200,634.68 | $236,070.1 | $35,435.42 | 17.66% |
Richard Slavik Newbridge Financial Services Group Inc. | 258 | $13,973.28 | $13,477.92 | -$495.36 | -3.55% |
Jarrett Topel Topel & Distasi Wealth Management LLC | 6,607 | $220,170.89 | $341,780.11 | $121,609.22 | 55.23% |
Kimberly Cappellano Private Wealth Asset Management LLC | 26 | $1,422 | $1,344.98 | -$77.02 | -5.42% |
Brian Baylis Bell Investment Advisors Inc. | 11,914 | $402,703.12 | $618,694.02 | $215,990.9 | 53.64% |
| JSA Jeffrey S. Arnold IMPACTfolio LLC | 498,176 | $18.59M | $25.34M | $6.74M | 36.28% |
Nathan C. Goodman Family Investment Center Inc. | 4,057 | $221,877 | $210,680.01 | -$11,196.99 | -5.05% |
| CB Charles Brewster Brewster Financial Planning LLC | 3,812 | $208,478.28 | $194,450.12 | -$14,028.16 | -6.73% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 4,359 | $238,394 | $225,512.86 | -$12,881.14 | -5.4% |
Ryan Charles Stout Theory Financial LLC | 7,180 | $292,661.85 | $372,749.7 | $80,087.85 | 27.37% |
Paige Johnson Roth Pine Haven Investment Counsel Inc. | 12,573 | $473,385.65 | $653,104.48 | $179,718.83 | 37.96% |