| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ben Rothwell Keystone Financial Services | 8,281 | $1.02M | $1.39M | $374,443.81 | 36.69% |
Shad Lamm Keystone Wealth Services LLC | 30,347 | $3.07M | $4.97M | $1.9M | 61.8% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 30,281 | $4.12M | $5.1M | $983,170.64 | 23.88% |
| TCL Therese C.D. Linden Bank of New Hampshire | 1,095 | $108,909.1 | $179,196.74 | $70,287.64 | 64.54% |
Bethany Wagner Level Financial Advisors | 2,191 | $236,391.02 | $358,557.13 | $122,166.11 | 51.68% |
Joseph Castro Nuveen LLC | 2,053 | $335,979 | $347,962.97 | $11,983.97 | 3.57% |
| JNM Jay Nelsen Myers Treynor Bancshares Inc. | 3,664 | $363,750.45 | $599,613.56 | $235,863.11 | 64.84% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 5,834 | $800,524.03 | $954,734.04 | $154,210.01 | 19.26% |
| BWA Boulder Wealth Advisors LLC Boulder Wealth Advisors LLC | 13,661 | $1.72M | $2.32M | $595,448.08 | 34.61% |
| MWA Motive Wealth Advisors Motive Wealth Advisors | 4,789 | $713,465.22 | $783,719.8 | $70,254.58 | 9.85% |
Kevin B. Crawford JB Capital LLC | 7,914 | $975,266.43 | $1.3M | $319,859.59 | 32.8% |
Adam J. Peck Riverwater Partners LLC | 5,587 | $525,696.3 | $950,125.21 | $424,428.91 | 80.74% |
Robert Tutela Essex LLC | 1,449 | $215,888.68 | $237,128.84 | $21,240.16 | 9.84% |
Brian Baylis Bell Investment Advisors Inc. | 7,516 | $857,598.09 | $1.27M | $416,664.47 | 48.59% |
Alexander Eichhorn Tanager Wealth Management LLP | 3,319 | $316,714.64 | $543,154.32 | $226,439.68 | 71.5% |
David Spratt Badgley Phelps Wealth Managers LLC | 1,230 | $201,314.1 | $201,289.49 | -$24.61 | -0.01% |
| JSA Jeffrey S. Arnold IMPACTfolio LLC | 259,848 | $28.45M | $42.52M | $14.08M | 49.5% |
| CB Charles Brewster Brewster Financial Planning LLC | 4,678 | $455,917.88 | $765,554.65 | $309,636.77 | 67.92% |
Ryan Charles Stout Theory Financial LLC | 5,505 | $739,824.43 | $900,893.19 | $161,068.76 | 21.77% |
Matthew Liebman Amplius Wealth Advisors LLC | 2,115 | $234,188.3 | $346,119.73 | $111,931.43 | 47.8% |