| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TCL Therese C.D. Linden Bank of New Hampshire | 2,635 | $58,233.5 | $70,934.2 | $12,700.7 | 21.81% |
Joseph Castro Nuveen LLC | 136,589 | $3.78M | $3.67M | -$110,630.79 | -2.92% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 143,164 | $3.49M | $3.87M | $374,720.43 | 10.73% |
Tina Tenret Tenret Co. LLC | 200,231 | $3.78M | $5.4M | $1.62M | 42.86% |
Spencer Rand Five Oceans Advisors | 207,638 | $4.01M | $5.64M | $1.63M | 40.6% |
Kimberly Van Winkle Twelve Points Wealth Management LLC | 14,445 | $263,424.64 | $392,253.97 | $128,829.33 | 48.91% |
| MWA Motive Wealth Advisors Motive Wealth Advisors | 115,671 | $2.11M | $3.12M | $1.01M | 47.59% |
| SK Samira Kadam Cherry Creek Investment Advisors Inc. | 19,350 | $495,196.5 | $525,449.25 | $30,252.75 | 6.11% |
Katie Smith Delos Wealth Advisors LLC | 8,691 | $215,102.25 | $234,961.18 | $19,858.93 | 9.23% |
Justin Ericksen Blue Barn Wealth LLC | 566,917 | $10.78M | $15.26M | $4.48M | 41.55% |
Kevin B. Crawford JB Capital LLC | 12,066 | $270,577.18 | $326,505.96 | $55,928.78 | 20.67% |
Richard Slavik Newbridge Financial Services Group Inc. | 1 | $27.7 | $26.89 | -$0.81 | -2.92% |
Kurt Van Dyken Lifeworks Advisors LLC | 22,815 | $520,134.54 | $616,575.37 | $96,440.83 | 18.54% |
Rick Hurley Heirloom Wealth Management | 236,889 | $5.86M | $6.43M | $569,718.04 | 9.72% |
Kimberly Cappellano Private Wealth Asset Management LLC | 4,594 | $106,879 | $123,555.63 | $16,676.63 | 15.6% |
Sima Elimelech Activest Wealth Management | 4,920 | $118,448.26 | $132,298.8 | $13,850.54 | 11.69% |
Eddie Wilcox Rollins Financial Advisors LLC | 20,969 | $470,904.41 | $570,881.02 | $99,976.61 | 21.23% |
| RWA Roberts Wealth Advisors LLC Roberts Wealth Advisors LLC | 504,769 | $9.78M | $13.71M | $3.92M | 40.12% |
Cheryl Smith DB Fitzpatrick & Co Inc. | 212 | $5,069.97 | $5,721.88 | $651.91 | 12.86% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 115,942 | $2.71M | $3.13M | $420,864.02 | 15.54% |