| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 674 | $39,254.97 | $45,087.23 | $5,832.26 | 14.86% |
Jeff Ameen Spire Wealth Management | 9,588 | $570,632.49 | $649,874.64 | $79,242.15 | 13.89% |
John Mezzasalma Mezzasalma Advisors LLC | 3,776 | $205,338.88 | $252,274.56 | $46,935.68 | 22.86% |
| HT Hannah Tackett Penobscot Wealth Management | 31,248 | $1.51M | $2.11M | $605,932.11 | 40.24% |
| RT Robert Tutela Essex LLC | 10,786 | $612,961.32 | $725,250.64 | $112,289.32 | 18.32% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 423 | $23,209.31 | $28,634.98 | $5,425.67 | 23.38% |
| DM David Mailloux WealthCare Investment Partners LLC | 24,908 | $1.37M | $1.69M | $316,561.1 | 23.09% |
Christopher Schurmann Summit Investment Advisory Services LLC | 11,191 | $696,751.66 | $745,432.51 | $48,680.85 | 6.99% |
Michael Byun SageView Advisory Group LLC | 33 | $1,972 | $2,198.62 | $226.62 | 11.49% |
Christoph Von Dem Bussche Financial Guidance Group Inc. | 100,466 | $4.81M | $6.68M | $1.87M | 38.99% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 255 | $10,337.7 | $17,068.42 | $6,730.72 | 65.11% |
| BP Brett Pohl Kingdom Financial Group LLC | 184 | $11,011.35 | $12,313.28 | $1,301.93 | 11.82% |
Alexandra Stickelman Root Financial Partners, LLC | 4,143 | $226,115.95 | $274,929.48 | $48,813.53 | 21.59% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 1.12M | $69.16M | $74.01M | $4.85M | 7.01% |
Bradley Harsch Strategic Advocates LLC | 23,848 | $1.45M | $1.58M | $132,133.31 | 9.12% |
Christopher C. Powers Farther Finance Advisors, LLC | 5,731 | $273,623.76 | $377,361.71 | $103,737.95 | 37.91% |
Derek Ripp Austin Wealth Management, LLC | 32,891 | $1.45M | $2.18M | $729,626.61 | 50.37% |
Amir Har-El Savvy Advisors, Inc. | 22,365 | $1.34M | $1.48M | $146,609.05 | 10.97% |
Julie Beswick Advantage Trust Co | 23,955 | $1.12M | $1.58M | $458,635.4 | 41% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 18 | $1,008 | $1,189.26 | $181.26 | 17.98% |