| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| EM Erin Mccann Simplicity Wealth LLC | 20,535 | $2.85M | $2.79M | -$57,859.03 | -2.03% |
Michael Hartman NORTHEAST PLANNING ASSOCIATES Inc. / NH / | 15,859 | $1.94M | $2.15M | $218,072.09 | 11.27% |
Nichole Raftopoulos Nvest Financial LLC | 16,869 | $1.98M | $2.3M | $317,161.29 | 16.03% |
Thomas Mason Mason & Associates Inc. | 1,685 | $233,675.8 | $228,780.87 | -$4,894.93 | -2.09% |
Kristofer Gray Integrity Financial Corp. /WA | 38 | $4,464.62 | $5,121.26 | $656.64 | 14.71% |
| ABH Alexander B. Harcus Montz Harcus Wealth Management LLC | 2,022 | $211,729.08 | $275,517.72 | $63,788.64 | 30.13% |
Mark Vicencio Lowery Thomas LLC | 21,378 | $2.41M | $2.9M | $492,873.39 | 20.43% |
Christopher M. Marks Sterling Investment Counsel LLC | 2,072 | $283,739.68 | $280,248.36 | -$3,491.32 | -1.23% |
Scott Williams Investmark Advisory Group LLC | 5,964 | $570,172.41 | $811,760.04 | $241,587.63 | 42.37% |
Amanda Hawley Atria Wealth Solutions Inc. | 7,869 | $723,371.07 | $1.08M | $358,065.6 | 49.5% |
Matthew Heller Willner & Heller LLC | 11,477 | $1.24M | $1.56M | $322,396.62 | 26.08% |
Ryan Cahill Cahill Wealth Management LLC | 2,800 | $281,400 | $380,044 | $98,644 | 35.05% |
Edward Lowndes Angeles Wealth Management LLC | 1,296 | $189,747.36 | $173,806.56 | -$15,940.8 | -8.4% |
Kevin Zemann WealthPlan Investment Management LLC | 6,958 | $849,174.65 | $956,237.87 | $107,063.22 | 12.61% |
Rosemarie Ranzie Stage Harbor Financial LLC | 8,759 | $1.11M | $1.19M | $77,167.61 | 6.94% |
Nadine Hofstetter Northwest Bank & Trust Co. | 342 | $33,047 | $46,257.21 | $13,210.21 | 39.97% |
| RV Ryan Vliek PPS&V ASSET MANAGEMENT CONSULTANTS Inc. | 1,852 | $156,726.01 | $247,445.72 | $90,719.71 | 57.88% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 12,012 | $1.03M | $1.61M | $580,072.63 | 56.29% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 18,825 | $2.23M | $2.55M | $320,506.71 | 14.34% |
| JG John Ginter Callan Family Office LLC | 7,630 | $793,483.67 | $1.04M | $244,844.88 | 30.86% |