| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DM Dipen Mehta Invst LLC | 5,135 | $495,930.45 | $561,948.72 | $66,018.27 | 13.31% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 12,701 | $1.08M | $1.39M | $306,144.66 | 28.25% |
Kasey Fegan Corsicana & Co. | 948 | $82,597.44 | $103,744.38 | $21,146.94 | 25.6% |
| TCL Therese C.D. Linden Bank of New Hampshire | 500 | $39,020 | $54,572.5 | $15,552.5 | 39.86% |
Maree Sgro BG Investment Services Inc. | 19,776 | $1.57M | $2.16M | $596,843.25 | 38.1% |
| HT Hannah Tackett Penobscot Wealth Management | 11,808 | $1.15M | $1.29M | $145,002.24 | 12.63% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 3,626 | $400,020.32 | $398,134.8 | -$1,885.52 | -0.47% |
| RS Richard Slavik Newbridge Financial Services Group Inc. | 280 | $25,944.05 | $30,665.6 | $4,721.55 | 18.2% |
| JT Jarrett Topel Topel & Distasi Wealth Management LLC | 3,532 | $290,633.32 | $386,524.42 | $95,891.1 | 32.99% |
Jeffrey Dominguez Dominguez Wealth Management Solutions Inc. | 13,727 | $930,702.65 | $1.5M | $571,511.59 | 61.41% |
Kimberly Cappellano Private Wealth Asset Management LLC | 140,647 | $12M | $15.39M | $3.39M | 28.25% |
Andrew J. Swenson ARS Wealth Advisors Group LLC | 3,262 | $225,701.77 | $357,221.62 | $131,519.85 | 58.27% |
| EW Enzi Wealth Enzi Wealth | 2,595 | $161,279.25 | $284,931 | $123,651.75 | 76.67% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 40,470 | $3.86M | $4.43M | $571,731.35 | 14.82% |
Larry Herold Herold Advisors Inc. | 3,800 | $323,814.5 | $415,720 | $91,905.5 | 28.38% |
Alexander Eichhorn Tanager Wealth Management LLP | 3,884 | $330,411.88 | $424,909.6 | $94,497.72 | 28.6% |
| AB Andrew Blass Atlantic Private Wealth LLC | 466 | $42,858.02 | $50,980.4 | $8,122.38 | 18.95% |
Bobby Adusumilli SJS Investment Consulting Inc. | 1,663 | $156,797.79 | $181,998.72 | $25,200.93 | 16.07% |
| MAL Mason & Associates LLC Mason & Associates LLC | 10,201 | $827,097.42 | $1.11M | $286,290.72 | 34.61% |
| DS David Spratt Badgley Phelps Wealth Managers LLC | 689,676 | $52.71M | $75.53M | $22.83M | 43.31% |