| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Alexandria Fry Dentgroup LLC | 15,635 | $1.16M | $1.54M | $372,928.73 | 32.06% |
Dipen Mehta Invst LLC | 37,509 | $3.24M | $3.8M | $555,632.61 | 17.15% |
Matthew Fong Seldon Capita LLP | 62,425 | $4.66M | $6.32M | $1.66M | 35.57% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 156,976 | $14.03M | $15.7M | $1.67M | 11.91% |
Kasey Fegan Corsicana & Co. | 37,955 | $2.83M | $3.73M | $897,334.44 | 31.69% |
| TCL Therese C.D. Linden Bank of New Hampshire | 1,690 | $157,872 | $166,042.5 | $8,170.5 | 5.18% |
Joseph Castro Nuveen LLC | 2.12M | $166.31M | $213M | $46.7M | 28.08% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 12,265 | $1.1M | $1.21M | $109,284.37 | 9.97% |
Maree Sgro BG Investment Services Inc. | 75,719 | $5.47M | $7.44M | $1.97M | 35.9% |
Hannah Tackett Penobscot Wealth Management | 13,670 | $1.18M | $1.34M | $158,947.76 | 13.42% |
Kimberly Van Winkle Twelve Points Wealth Management LLC | 3,945 | $266,508.61 | $398,760.61 | $132,252 | 49.62% |
| MWA Motive Wealth Advisors Motive Wealth Advisors | 146,415 | $9.44M | $14.39M | $4.95M | 52.4% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 139,068 | $10.96M | $13.66M | $2.71M | 24.72% |
Katie Smith Delos Wealth Advisors LLC | 213 | $20,571.54 | $21,553.47 | $981.93 | 4.77% |
Kevin B. Crawford JB Capital LLC | 2,677 | $230,868.35 | $263,015.25 | $32,146.9 | 13.92% |
Richard Slavik Newbridge Financial Services Group Inc. | 28 | $2,704.24 | $2,833.32 | $129.08 | 4.77% |
Jarrett Topel Topel & Distasi Wealth Management LLC | 170,320 | $12.06M | $17.22M | $5.15M | 42.7% |
Kurt Van Dyken Lifeworks Advisors LLC | 2,226 | $195,338.91 | $225,248.94 | $29,910.03 | 15.31% |
Adam J. Peck Riverwater Partners LLC | 6,238 | $491,514.25 | $631,223.22 | $139,708.97 | 28.42% |
Rick Hurley Heirloom Wealth Management | 5,404 | $489,224.12 | $530,943 | $41,718.88 | 8.53% |