| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Blue Zone Wealth Advisors Blue Zone Wealth Advisors LLC | 2,883 | $316,092.12 | $394,048.44 | $77,956.32 | 24.66% |
Loraine Ell Better Money Decisions LLC | 4,144 | $315,480.61 | $565,552.4 | $250,071.79 | 79.27% |
Peter Platt Platt Investment Counsel LLC | 317,973 | $25.24M | $42.68M | $17.44M | 69.09% |
| JAT Jeremiah Anthony Thisse Ashford Advisors LLC | 35,896 | $4.25M | $4.84M | $586,899.6 | 13.8% |
Kyle P. Smith NewEdge Wealth LLC | 19,723 | $1.6M | $2.68M | $1.09M | 68.2% |
Jonathan Guyton Cornerstone Wealth Advisors Inc. | 2,900 | $289,191.65 | $394,095.5 | $104,903.85 | 36.27% |
John P. Quinn Vermillion & White Wealth Management Group LLC | 13,755 | $1.18M | $1.87M | $695,119.2 | 58.97% |
Erica Nortman Capitol Family Office Inc. | 1,133 | $129,053.25 | $154,371.25 | $25,318 | 19.62% |
Shad Lamm Keystone Wealth Services LLC | 1,743 | $230,494.34 | $235,636.17 | $5,141.83 | 2.23% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 15,776 | $1.91M | $2.15M | $233,758.05 | 12.22% |
| DKK David K. Kruft Sageworth Trust Co. of South Dakota | 8,398 | $723,161.97 | $1.14M | $419,889.81 | 58.06% |
Bethany Wagner Level Financial Advisors | 4,225 | $335,270.07 | $576,226.62 | $240,956.55 | 71.87% |
Joseph Castro Nuveen LLC | 8,735 | $1.16M | $1.19M | $31,522.4 | 2.73% |
| JNM Jay Nelsen Myers Treynor Bancshares Inc. | 2,968 | $232,791.08 | $403,900.28 | $171,109.2 | 73.5% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 21,167 | $2.8M | $2.86M | $58,946.2 | 2.11% |
Hannah Tackett Penobscot Wealth Management | 14,121 | $1.55M | $1.93M | $379,107.56 | 24.47% |
Spencer Rand Five Oceans Advisors | 3,416 | $226,822.4 | $463,892.8 | $237,070.4 | 104.52% |
Richard Slavik Newbridge Financial Services Group Inc. | 224 | $23,551.68 | $30,428.16 | $6,876.48 | 29.2% |
Jarrett Topel Topel & Distasi Wealth Management LLC | 25,287 | $2.15M | $3.44M | $1.29M | 59.99% |
Eddie Wilcox Rollins Financial Advisors LLC | 3,659 | $330,665.3 | $498,483.86 | $167,818.56 | 50.75% |