| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CD Carrie Delgott Wescott Financial Advisory Group LLC | 3,838 | $626,830.4 | $1.29M | $660,665.08 | 105.4% |
| MH Matt Hunter Heartland Bank & Trust Co. | 4,755 | $1.03M | $1.6M | $562,453.51 | 54.47% |
| JY Jeffery Yorg Focus Partners Advisor Solutions LLC | 34,113 | $7.5M | $11.44M | $3.94M | 52.5% |
| TCL Therese C.D. Linden Bank of New Hampshire | 10,878 | $1.87M | $3.65M | $1.78M | 94.79% |
| BW Bethany Wagner Level Financial Advisors | 847 | $218,194 | $284,134.62 | $65,940.62 | 30.22% |
| JC Joseph Castro Nuveen LLC | 6.47M | $1.46B | $2.17B | $704.89M | 48.12% |
| HP Hannah Perry Crestmont Private Wealth LLC | 839 | $215,950.22 | $281,450.94 | $65,500.72 | 30.33% |
| WJD William Jeffrey Draper Strategic Planning Group LLC | 27,203 | $8.2M | $9.13M | $927,175.17 | 11.31% |
| SC Suzanne Cross JTC Employer Solutions Trustee Ltd | 1,850 | $118,750.44 | $620,601 | $501,850.56 | 422.61% |
| HT Hannah Tackett Penobscot Wealth Management | 832 | $214,148.49 | $279,102.72 | $64,954.23 | 30.33% |
| SR Spencer Rand Five Oceans Advisors | 1,261 | $238,900.1 | $423,015.06 | $184,114.96 | 77.07% |
| MWA Motive Wealth Advisors Motive Wealth Advisors | 1,321 | $234,644.38 | $443,142.66 | $208,498.28 | 88.86% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 8,194 | $1.87M | $2.75M | $881,559.77 | 47.21% |
| JE Justin Ericksen Blue Barn Wealth LLC | 1,351 | $261,707.17 | $453,206.46 | $191,499.29 | 73.17% |
| KBC Kevin B. Crawford JB Capital LLC | 3,351 | $512,954.24 | $1.12M | $611,172.22 | 119.15% |
| KVD Kurt Van Dyken Lifeworks Advisors LLC | 2,558 | $530,646.91 | $858,106.68 | $327,459.77 | 61.71% |
| KC Kimberly Cappellano Private Wealth Asset Management LLC | 2,035 | $494,234.64 | $682,233.75 | $187,999.11 | 38.04% |
| SE Sima Elimelech Activest Wealth Management | 490 | $126,387.58 | $164,375.4 | $37,987.82 | 30.06% |
| JG Jodi Greenlund Financial Council LLC | 1,847 | $161,925.73 | $619,206.75 | $457,281.02 | 282.4% |
| AJS Andrew J. Swenson ARS Wealth Advisors Group LLC | 2,413 | $207,055.44 | $808,958.25 | $601,902.81 | 290.7% |