| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mack, Connie Clarity Financial LLC | 1,591 | $288,216.14 | $342,080.9 | $53,864.76 | 18.69% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 428 | $91,065.56 | $95,345.56 | $4,280 | 4.7% |
| KCM Kennicott Capital Management LLC Kennicott Capital Management LLC | 14,872 | $2.45M | $3.2M | $743,564.7 | 30.3% |
| CAL CSM Advisors LLC CSM Advisors LLC | 4,450 | $753,696.5 | $991,326.5 | $237,630 | 31.53% |
Erica Nortman Capitol Family Office Inc. | 2,169 | $307,325.61 | $466,356.68 | $159,031.07 | 51.75% |
John Mezzasalma Mezzasalma Advisors LLC | 28,614 | $6.09M | $6.3M | $209,454.37 | 3.44% |
Shad Lamm Keystone Wealth Services LLC | 9,388 | $1.67M | $2.02M | $347,415.5 | 20.79% |
Dipen Mehta Invst LLC | 8,338 | $1.6M | $1.86M | $257,227.3 | 16.07% |
Daniel Cesta Pinnacle Wealth Management Group Inc. | 27,816 | $4.71M | $5.98M | $1.27M | 26.88% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 56,909 | $10.4M | $12.24M | $1.83M | 17.62% |
| YL Yosef Levy Y.D. More Investments Ltd. | 1,116 | $208,318.72 | $239,951.15 | $31,632.43 | 15.18% |
| TCL Therese C.D. Linden Bank of New Hampshire | 2,066 | $350,393.08 | $444,210.65 | $93,817.57 | 26.77% |
Joseph Castro Nuveen LLC | 6,028 | $1.28M | $1.33M | $44,920.16 | 3.5% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 5,967 | $1.07M | $1.28M | $208,057.55 | 19.36% |
Hannah Tackett Penobscot Wealth Management | 3,094 | $492,087.86 | $665,240.92 | $173,153.06 | 35.19% |
Kimberly Van Winkle Twelve Points Wealth Management LLC | 5,047 | $739,572.22 | $1.11M | $371,221.99 | 50.19% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 940 | $200,003.8 | $202,109.39 | $2,105.59 | 1.05% |
Katie Smith Delos Wealth Advisors LLC | 15,824 | $2.77M | $3.53M | $759,817.85 | 27.48% |
Kevin B. Crawford JB Capital LLC | 2,004 | $361,946.28 | $430,880.03 | $68,933.75 | 19.05% |
Richard Slavik Newbridge Financial Services Group Inc. | 417 | $70,019.43 | $92,895.09 | $22,875.66 | 32.67% |