| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TCL Therese C.D. Linden Bank of New Hampshire | 4,877 | $982,205.92 | $4.46M | $3.48M | 353.9% |
Joseph Castro Nuveen LLC | 3.95M | $1.11B | $3.67B | $2.56B | 231.46% |
| MJB Michael John Blaszczyk SRN Advisors LLC | 5,676 | $493,187.33 | $5.17M | $4.68M | 949.17% |
| TSR Ted S. Rich RiverTree Advisors LLC | 256 | $272,668.16 | $233,926.4 | -$38,741.76 | -14.21% |
| MPM Mark P. Mennitt CenterBook Partners LP | 15,198 | $13.24M | $13.22M | -$22,488.28 | -0.17% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 828 | $934,705.94 | $756,899.64 | -$177,806.3 | -19.02% |
Maree Sgro BG Investment Services Inc. | 264 | $304,732.57 | $240,886.8 | -$63,845.77 | -20.95% |
William Jeffrey Draper Strategic Planning Group LLC | 6,005 | $6.14M | $5.49M | -$657,573.39 | -10.7% |
Suzanne Cross JTC Employer Solutions Trustee Ltd | 1,959 | $164,869.44 | $1.79M | $1.63M | 986.18% |
Hannah Tackett Penobscot Wealth Management | 452 | $521,739.1 | $420,961.16 | -$100,777.94 | -19.32% |
Spencer Rand Five Oceans Advisors | 1,824 | $356,906.07 | $1.67M | $1.31M | 367.17% |
S. Hardy Taylor Heritage Investment Group Inc. | 183 | $211,235.08 | $167,285.79 | -$43,949.29 | -20.81% |
Kimberly Van Winkle Twelve Points Wealth Management LLC | 444 | $512,504.78 | $405,873.72 | -$106,631.06 | -20.81% |
| MWA Motive Wealth Advisors Motive Wealth Advisors | 1,152 | $370,093.98 | $1.05M | $679,972.68 | 183.73% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 7,452 | $5.05M | $6.81M | $1.76M | 34.8% |
| SK Samira Kadam Cherry Creek Investment Advisors Inc. | 6,316 | $2.23M | $5.77M | $3.54M | 158.53% |
Katie Smith Delos Wealth Advisors LLC | 1 | $1,154.29 | $914.13 | -$240.16 | -20.81% |
Justin Ericksen Blue Barn Wealth LLC | 1,144 | $191,414.08 | $1.05M | $856,238.24 | 447.32% |
Kevin B. Crawford JB Capital LLC | 11,643 | $1.01M | $10.64M | $9.64M | 958.8% |
| RS Richard Sproll Tejara Capital Ltd. | 1,000 | $1.15M | $911,350 | -$242,940 | -21.05% |