| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kasey Fegan Corsicana & Co. | 11,887 | $1.36M | $1.62M | $262,849.77 | 19.35% |
| TCL Therese C.D. Linden Bank of New Hampshire | 2,238 | $247,757.36 | $303,886.83 | $56,129.47 | 22.66% |
| DKK David K. Kruft Sageworth Trust Co. of South Dakota | 7,894 | $774,485.31 | $1.08M | $302,887.81 | 39.11% |
Joseph Castro Nuveen LLC | 14,670 | $2.18M | $1.99M | -$189,137.3 | -8.69% |
| HP Hannah Perry Crestmont Private Wealth LLC | 6,310 | $718,035.59 | $864,438.45 | $146,402.86 | 20.39% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 15,573 | $1.88M | $2.12M | $237,976.2 | 12.63% |
Mark Hansen Hansen & Associates Financial Group Inc. | 5,216 | $688,681.87 | $712,948.96 | $24,267.09 | 3.52% |
Hannah Tackett Penobscot Wealth Management | 3,112 | $347,223.59 | $426,935.28 | $79,711.69 | 22.96% |
S. Hardy Taylor Heritage Investment Group Inc. | 145,479 | $15.84M | $20.08M | $4.24M | 26.77% |
Kimberly Van Winkle Twelve Points Wealth Management LLC | 5,714 | $686,708.52 | $783,646.53 | $96,938.01 | 14.12% |
| MWA Motive Wealth Advisors Motive Wealth Advisors | 5,795 | $644,892.3 | $792,292.4 | $147,400.1 | 22.86% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 18,694 | $2.03M | $2.54M | $513,366.96 | 25.32% |
Kevin B. Crawford JB Capital LLC | 7,310 | $837,252.59 | $997,961.2 | $160,708.61 | 19.19% |
Richard Slavik Newbridge Financial Services Group Inc. | 955 | $122,719.86 | $129,316.55 | $6,596.69 | 5.38% |
Jarrett Topel Topel & Distasi Wealth Management LLC | 83,428 | $9.36M | $11.38M | $2.02M | 21.63% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 1,215 | $117,614.88 | $164,978.77 | $47,363.89 | 40.27% |
Kimberly Cappellano Private Wealth Asset Management LLC | 234,697 | $24.98M | $32.04M | $7.06M | 28.27% |
Sima Elimelech Activest Wealth Management | 1,027 | $127,437.83 | $139,066.07 | $11,628.24 | 9.12% |
Jodi Greenlund Financial Council LLC | 4,608 | $455,491.15 | $631,272.96 | $175,781.81 | 38.59% |
Eddie Wilcox Rollins Financial Advisors LLC | 8,419 | $1.08M | $1.16M | $79,879.55 | 7.41% |