| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joseph Castro Nuveen LLC | 2,576 | $704,871 | $732,408.35 | $27,537.35 | 3.91% |
Hannah Tackett Penobscot Wealth Management | 931 | $254,749.53 | $264,999.84 | $10,250.31 | 4.02% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 2,159 | $353,162.8 | $607,888.04 | $254,725.24 | 72.13% |
| KRB Kyle R. Bubeck Systelligence LLC | 12,079 | $3.03M | $3.43M | $397,097.12 | 13.09% |
Sima Elimelech Activest Wealth Management | 28 | $6,617.8 | $7,960.96 | $1,343.16 | 20.3% |
| MAL Mason & Associates LLC Mason & Associates LLC | 1,774 | $350,038.32 | $504,419.16 | $154,380.84 | 44.1% |
| MTW Mary Therese Walsh WIN ADVISORS Inc. | 31,891 | $8.73M | $9.07M | $348,090.26 | 3.99% |
Kaitlin Yardley Schaeffer Financial LLC | 858 | $202,788.3 | $240,716.19 | $37,927.89 | 18.7% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 2,211 | $604,995.93 | $629,339.04 | $24,343.11 | 4.02% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 8,424 | $1.78M | $2.4M | $612,761.52 | 34.38% |
Brandon Collier Collier Financial | 33 | $8,072.42 | $9,382.06 | $1,309.64 | 16.22% |
Michael Capobianco MWA Asset Management | 1,414 | $229,335.51 | $402,367.84 | $173,032.33 | 75.45% |
Jeffrey Malcom Buttonwood Financial Advisors Inc. | 8,051 | $1.27M | $2.29M | $1.03M | 80.93% |
Candace Cavalier Congress Wealth Management LLC / DE / | 10,844 | $2.18M | $3.08M | $894,087.8 | 40.94% |
Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 26,113 | $6.39M | $7.4M | $1.01M | 15.74% |
Nabeed Zaman Eagle Strategies LLC | 9,033 | $1.98M | $2.54M | $555,287.6 | 27.99% |
Caroline Jankowski Operose Advisors LLC | 741 | $124,547.28 | $208,361.79 | $83,814.51 | 67.3% |
Samantha Pierangeli City State Bank | 232 | $43,353.84 | $65,207.08 | $21,853.24 | 50.41% |
| BFA Blackston Financial Advisory Group LLC Blackston Financial Advisory Group LLC | 39,781 | $8.27M | $11.33M | $3.06M | 37.04% |
W. Travis McKinney HB Wealth Management LLC | 59,355 | $9.81M | $16.9M | $7.09M | 72.22% |