| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Derek Swedberg PACK Private Wealth LLC | 3,822 | $317,264.22 | $435,211.14 | $117,946.92 | 37.18% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 762 | $84,063.84 | $83,583.78 | -$480.06 | -0.57% |
Doug Peabody Stegner Investment Associates Inc. | 407,479 | $28.55M | $44.7M | $16.14M | 56.53% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 468 | $34,178.04 | $51,334.92 | $17,156.88 | 50.2% |
| DB Devin Blodgett Blodgett Wealth Advisors LLC | 4,350 | $361,093.5 | $499,467 | $138,373.5 | 38.32% |
M. Katherine Pieper Unionview LLC | 3,874 | $263,707.27 | $424,939.06 | $161,231.79 | 61.14% |
Katherine Saltonstall Sandy Cove Advisors LLC | 3,489 | $293,453.67 | $382,708.41 | $89,254.74 | 30.42% |
David Mailloux WealthCare Investment Partners LLC | 2,948 | $325,223.36 | $333,536.72 | $8,313.36 | 2.56% |
Ryan Gough Perfromance Wealth Partners LLC | 2,316 | $255,501.12 | $261,962.76 | $6,461.64 | 2.53% |
| LMR Lindsay Marie Rider Obsidian Personal Planning Solutions LLC | 3,015 | $277,289.55 | $330,715.35 | $53,425.8 | 19.27% |
| JBL Jason B. Lockridge Southern Capital Advisors LLC | 19,611 | $1.59M | $2.15M | $556,831.92 | 34.93% |
Caroline Jankowski Operose Advisors LLC | 10,769 | $868,373.39 | $1.23M | $357,892.64 | 41.21% |
Marshall McCormick Fingerlakes Wealth Management Inc. | 2,529 | $234,441.98 | $277,406.01 | $42,964.03 | 18.33% |
Jay Richards Investment Advisory Group LLC | 6,794 | $551,079.21 | $745,233.86 | $194,154.65 | 35.23% |
| CB Catherine Bluvol Next Level Private LLC | 7,923 | $585,078.59 | $869,073.87 | $283,995.28 | 48.54% |
Sean Reitenbach Prosperity Consulting Group LLC | 58,210 | $5.54M | $6.63M | $1.09M | 19.71% |
Kathleen Thornhill Confluence Wealth Services Inc. | 2,598 | $244,773.36 | $284,974.62 | $40,201.26 | 16.42% |
Gery Sadzewicz Forum Private Client Group LLC | 4,724 | $368,421.16 | $537,921.88 | $169,500.72 | 46.01% |
| TRI Trail Ridge Investment Advisors LLC Trail Ridge Investment Advisors LLC | 2,643 | $220,610.37 | $300,958.41 | $80,348.04 | 36.42% |
Michael Hackman HFG Advisors Inc. | 1,919 | $211,704.08 | $217,058.09 | $5,354.01 | 2.53% |