| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeff Ameen Spire Wealth Management | 5,969 | $553,898.89 | $811,545.3 | $257,646.41 | 46.52% |
| AL Acas LLC Acas LLC | 9,729 | $965,174.83 | $1.32M | $357,580.11 | 37.05% |
Donna Rittershausen Koss-Olinger Consulting LLC | 2,286 | $223,972.92 | $318,005.46 | $94,032.54 | 41.98% |
Shad Lamm Keystone Wealth Services LLC | 2,662 | $247,300.84 | $361,925.55 | $114,624.71 | 46.35% |
Alexandria Fry Dentgroup LLC | 10,677 | $1.08M | $1.45M | $367,698.46 | 33.92% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 58,544 | $7.37M | $7.96M | $585,346.06 | 7.94% |
Kasey Fegan Corsicana & Co. | 216 | $22,772.88 | $29,367.36 | $6,594.48 | 28.96% |
| TCL Therese C.D. Linden Bank of New Hampshire | 52 | $5,229.02 | $7,069.92 | $1,840.9 | 35.21% |
Suzanne Cross JTC Employer Solutions Trustee Ltd | 526 | $55,456.18 | $71,514.97 | $16,058.79 | 28.96% |
Hannah Tackett Penobscot Wealth Management | 4,021 | $444,745.27 | $546,695.2 | $101,949.93 | 22.92% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 38 | $3,556.42 | $5,166.48 | $1,610.06 | 45.27% |
Kimberly Cappellano Private Wealth Asset Management LLC | 60 | $5,849 | $8,289 | $2,440 | 41.72% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 40,794 | $4.83M | $5.67M | $840,764.34 | 17.4% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 47,812 | $4.52M | $6.5M | $1.98M | 43.78% |
Bobby Adusumilli SJS Investment Consulting Inc. | 332 | $29,634.89 | $45,138.72 | $15,503.83 | 52.32% |
| VIA Vickerman Investment Advisors Inc. Vickerman Investment Advisors Inc. | 7,076 | $678,944.44 | $995,451.61 | $316,507.17 | 46.62% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 5,704 | $625,028.51 | $775,515.84 | $150,487.33 | 24.08% |
Olalekan F. Adeduji Washington Trust Advisors Inc. | 694 | $72,516.06 | $94,356.25 | $21,840.19 | 30.12% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 5,766 | $731,848.7 | $811,160.82 | $79,312.12 | 10.84% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 4,979 | $589,762.55 | $676,944.89 | $87,182.34 | 14.78% |