| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 62,280 | $4.45M | $4.4M | -$56,657.8 | -1.27% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 608 | $35,999.19 | $42,979.52 | $6,980.33 | 19.39% |
Jeff Ameen Spire Wealth Management | 9,602 | $571,608.99 | $630,275.28 | $58,666.29 | 10.26% |
John Mezzasalma Mezzasalma Advisors LLC | 3,776 | $205,338.88 | $266,517.25 | $61,178.37 | 29.79% |
Hannah Tackett Penobscot Wealth Management | 31,861 | $1.55M | $2.09M | $542,947.8 | 35.06% |
Robert Tutela Essex LLC | 10,127 | $572,828.22 | $664,736.28 | $91,908.06 | 16.04% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 423 | $23,209.31 | $27,765.72 | $4,556.41 | 19.63% |
David Mailloux WealthCare Investment Partners LLC | 26,168 | $1.46M | $1.85M | $388,395.34 | 26.63% |
Christopher Schurmann Summit Investment Advisory Services LLC | 10,570 | $658,088.2 | $693,814.8 | $35,726.6 | 5.43% |
Christoph Von Dem Bussche Financial Guidance Group Inc. | 98,434 | $4.7M | $6.46M | $1.76M | 37.45% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 255 | $10,337.7 | $18,073.89 | $7,736.19 | 74.83% |
Lukas Lindgren Abound Wealth Management | 11 | $787 | $722.04 | -$64.96 | -8.25% |
| TWA Talisman Wealth Advisors LLC Talisman Wealth Advisors LLC | 5,686 | $396,598.5 | $406,207.84 | $9,609.34 | 2.42% |
Alexandra Stickelman Root Financial Partners, LLC | 4,087 | $223,070.67 | $268,270.68 | $45,200.01 | 20.26% |
Alisha Arvold Christopher J. Hasenberg, Inc | 117,008 | $6.36M | $7.68M | $1.32M | 20.71% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 1.14M | $70.52M | $74.54M | $4.02M | 5.69% |
Bradley Harsch Strategic Advocates LLC | 23,585 | $1.43M | $1.67M | $239,400.63 | 16.71% |
Christopher C. Powers Farther Finance Advisors, LLC | 5,713 | $272,780.63 | $375,001.32 | $102,220.69 | 37.47% |
Derek Ripp Austin Wealth Management, LLC | 33,787 | $1.51M | $2.22M | $706,702.82 | 46.77% |
Amir Har-El Savvy Advisors, Inc. | 22,365 | $1.34M | $1.47M | $132,183.63 | 9.9% |