| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Katherine Saltonstall Sandy Cove Advisors LLC | 15,350 | $192,972.5 | $284,589 | $91,616.5 | 47.48% |
Clint Dunn Beaird Harris Wealth Management LLC | 87,133 | $875,486.53 | $1.62M | $739,523.62 | 84.47% |
Jennifer Carlson Gould Capital LLC | 500 | $11,825 | $9,272.5 | -$2,552.5 | -21.59% |
| PAP Penny A. Phillips Journey Strategic Wealth LLC | 31,387 | $400,709.08 | $581,758.04 | $181,048.96 | 45.18% |
| RK Russell Kartub Insight Inv LLC | 25,750 | $225,827.5 | $477,533.75 | $251,706.25 | 111.46% |
| SP Samantha Pierangeli City State Bank | 5,000 | $40,880 | $89,875 | $48,995 | 119.85% |
| MM Mike Meixler Meixler Investment Management Ltd. | 16,970 | $180,601.15 | $307,157 | $126,555.85 | 70.07% |
Allison Tronnes Forum Financial Management LP | 8,850 | $209,302.5 | $158,149.5 | -$51,153 | -24.44% |
| EM Erin Mccann Simplicity Wealth LLC | 104,427 | $2.24M | $1.87M | -$374,885.93 | -16.73% |
| MH Michael Hartman NORTHEAST PLANNING ASSOCIATES Inc. / NH / | 36,452 | $351,762 | $651,397.24 | $299,635.24 | 85.18% |
Michael Byun SageView Advisory Group LLC | 8,896 | $210,391 | $159,104.96 | -$51,286.04 | -24.38% |
| KB Kimberly Byrne Bill Few Associates Inc. | 22,150 | $177,643 | $395,820.5 | $218,177.5 | 122.82% |
| TG Timothy Gerlach Novem Group | 15,325 | $155,478.75 | $274,087.62 | $118,608.87 | 76.29% |
Amanda Hawley Atria Wealth Solutions Inc. | 134,232 | $1.1M | $2.42M | $1.32M | 120.53% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 862 | $9,999.2 | $15,537.55 | $5,538.35 | 55.39% |
| WC William Cantus Pacific Sage Partners LLC | 456,104 | $4.01M | $8.16M | $4.15M | 103.63% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 488,606 | $7.21M | $8.81M | $1.6M | 22.2% |
| DT Desaree Tatum Heritage Wealth Management Inc. | 51,540 | $689,125.96 | $927,204.6 | $238,078.64 | 34.55% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 750 | $17,922.67 | $13,492.5 | -$4,430.17 | -24.72% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 545,035 | $5.04M | $9.83M | $4.79M | 94.99% |