| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeffery Yorg Focus Partners Advisor Solutions LLC | 836,045 | $44.63M | $65.06M | $20.43M | 45.78% |
Kasey Fegan Corsicana & Co. | 30,193 | $2.01M | $2.37M | $359,891.1 | 17.87% |
| TCL Therese C.D. Linden Bank of New Hampshire | 260 | $11,174.8 | $20,446.4 | $9,271.6 | 82.97% |
Joseph Castro Nuveen LLC | 1.99M | $108.59M | $156.51M | $47.92M | 44.14% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 18,574 | $1.35M | $1.46M | $107,213 | 7.92% |
Maree Sgro BG Investment Services Inc. | 11,658 | $615,442.16 | $906,875.82 | $291,433.66 | 47.35% |
Hannah Tackett Penobscot Wealth Management | 6,266 | $427,879.12 | $489,123.96 | $61,244.84 | 14.31% |
Spencer Rand Five Oceans Advisors | 14,520 | $887,205.44 | $1.16M | $277,588.96 | 31.29% |
Kimberly Van Winkle Twelve Points Wealth Management LLC | 7,420 | $474,432.15 | $595,232.4 | $120,800.25 | 25.46% |
| MWA Motive Wealth Advisors Motive Wealth Advisors | 49,760 | $2.41M | $3.88M | $1.47M | 61.02% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 29,325 | $1.89M | $2.31M | $420,547.23 | 22.3% |
Katie Smith Delos Wealth Advisors LLC | 77 | $6,378.68 | $6,055.28 | -$323.4 | -5.07% |
Kevin B. Crawford JB Capital LLC | 1.24M | $79.22M | $99.19M | $19.97M | 25.2% |
Richard Slavik Newbridge Financial Services Group Inc. | 401 | $30,966.11 | $31,191.78 | $225.67 | 0.73% |
Kurt Van Dyken Lifeworks Advisors LLC | 10,599 | $702,537.52 | $833,505.36 | $130,967.84 | 18.64% |
Adam J. Peck Riverwater Partners LLC | 18,799 | $1.24M | $1.51M | $263,246.37 | 21.15% |
Kimberly Cappellano Private Wealth Asset Management LLC | 811,467 | $44.04M | $63.15M | $19.1M | 43.38% |
Sima Elimelech Activest Wealth Management | 3,529 | $286,742.79 | $275,526.67 | -$11,216.12 | -3.91% |
Jodi Greenlund Financial Council LLC | 113,346 | $6.26M | $8.84M | $2.58M | 41.31% |
Eddie Wilcox Rollins Financial Advisors LLC | 29,170 | $2.1M | $2.34M | $240,626.08 | 11.46% |