| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
John P. Quinn Vermillion & White Wealth Management Group LLC | 13,755 | $1.18M | $1.86M | $685,009.28 | 58.11% |
Erica Nortman Capitol Family Office Inc. | 956 | $105,064.44 | $126,211.12 | $21,146.68 | 20.13% |
Shad Lamm Keystone Wealth Services LLC | 1,743 | $230,494.34 | $230,110.87 | -$383.47 | -0.17% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 15,776 | $1.91M | $2.08M | $169,786.43 | 8.88% |
| DKK David K. Kruft Sageworth Trust Co. of South Dakota | 8,398 | $723,161.97 | $1.11M | $385,542.02 | 53.31% |
Bethany Wagner Level Financial Advisors | 4,225 | $335,270.07 | $557,784.52 | $222,514.45 | 66.37% |
Joseph Castro Nuveen LLC | 8,735 | $1.16M | $1.2M | $40,257.4 | 3.49% |
| JNM Jay Nelsen Myers Treynor Bancshares Inc. | 2,968 | $232,791.08 | $391,835.37 | $159,044.29 | 68.32% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 20,812 | $2.75M | $2.75M | -$4,578.68 | -0.17% |
Hannah Tackett Penobscot Wealth Management | 14,121 | $1.55M | $1.86M | $315,068.89 | 20.34% |
Spencer Rand Five Oceans Advisors | 3,416 | $226,822.4 | $450,980.33 | $224,157.93 | 98.83% |
Richard Slavik Newbridge Financial Services Group Inc. | 223 | $23,416.15 | $30,655.81 | $7,239.66 | 30.92% |
Jarrett Topel Topel & Distasi Wealth Management LLC | 25,287 | $2.15M | $3.47M | $1.32M | 61.2% |
Eddie Wilcox Rollins Financial Advisors LLC | 3,713 | $335,258.53 | $490,190.27 | $154,931.74 | 46.21% |
Brian Baylis Bell Investment Advisors Inc. | 19,609 | $1.59M | $2.69M | $1.1M | 69.45% |
| AB Andrew Blass Atlantic Private Wealth LLC | 40,214 | $3.04M | $5.5M | $2.46M | 81.1% |
Janet Messer FRG Family Wealth Advisors LLC | 5,879 | $451,812.66 | $776,145.6 | $324,332.94 | 71.78% |
David Spratt Badgley Phelps Wealth Managers LLC | 5,885 | $667,647.39 | $776,937.72 | $109,290.33 | 16.37% |
| JSA Jeffrey S. Arnold IMPACTfolio LLC | 499,439 | $45.04M | $65.94M | $20.9M | 46.4% |
| VIA Vickerman Investment Advisors Inc. Vickerman Investment Advisors Inc. | 5,538 | $655,920.72 | $761,308.86 | $105,388.14 | 16.07% |