| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Hannah Tackett Penobscot Wealth Management | 14,871 | $546,853.11 | $835,898.91 | $289,045.8 | 52.86% |
Kimberly Van Winkle Twelve Points Wealth Management LLC | 40,301 | $1.38M | $2.23M | $841,464.18 | 60.77% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 16,539 | $512,320.08 | $905,427.55 | $393,107.47 | 76.73% |
Katie Smith Delos Wealth Advisors LLC | 56,176 | $2.2M | $3.09M | $888,366.42 | 40.33% |
Kimberly Cappellano Private Wealth Asset Management LLC | 440 | $16,830 | $24,472.8 | $7,642.8 | 45.41% |
| AB Andrew Blass Atlantic Private Wealth LLC | 888 | $33,966 | $48,866.64 | $14,900.64 | 43.87% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 7,444 | $363,659.8 | $418,427.24 | $54,767.44 | 15.06% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 225 | $9,509.4 | $12,633.75 | $3,124.35 | 32.86% |
Candace Cavalier Congress Wealth Management LLC / DE / | 11,357 | $434,405.25 | $631,108.49 | $196,703.24 | 45.28% |
Caroline Jankowski Operose Advisors LLC | 325 | $15,171 | $17,774.25 | $2,603.25 | 17.16% |
W. Travis McKinney HB Wealth Management LLC | 8,150 | $301,059.14 | $458,193 | $157,133.86 | 52.19% |
Paul Elam Oak Harbor Wealth Partners LLC | 1,168 | $49,242.88 | $64,555.36 | $15,312.48 | 31.1% |
Nichole Raftopoulos Nvest Financial LLC | 29,725 | $1.03M | $1.65M | $616,600.79 | 59.6% |
Matthew Heller Willner & Heller LLC | 12,298 | $518,483.68 | $682,600.49 | $164,116.81 | 31.65% |
Kevin Zemann WealthPlan Investment Management LLC | 4,661 | $213,419.62 | $262,041.42 | $48,621.8 | 22.78% |
| TL Tradewinds LLC Tradewinds LLC | 7,679 | $490,304.15 | $424,187.96 | -$66,116.19 | -13.48% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 2,964 | $102,402.99 | $164,709.48 | $62,306.49 | 60.84% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 3,027 | $138,934.36 | $165,622.3 | $26,687.94 | 19.21% |
Rodrigo Diaz Plan Group Financial LLC | 48,303 | $1.86M | $2.66M | $794,708.01 | 42.63% |
| GPB Greg P. Benner Vertex Planning Partners LLC | 23,608 | $716,304.58 | $1.31M | $594,057.46 | 82.93% |