| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Shad Lamm Keystone Wealth Services LLC | 10,101 | $268,119.8 | $346,262.28 | $78,142.48 | 29.14% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 46,333 | $1.33M | $1.59M | $261,186.56 | 19.61% |
| TCL Therese C.D. Linden Bank of New Hampshire | 5,115 | $129,358.35 | $174,574.95 | $45,216.6 | 34.95% |
Joseph Castro Nuveen LLC | 10,492 | $386,808 | $357,462.44 | -$29,345.56 | -7.59% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 10,904 | $311,252.17 | $373,625.56 | $62,373.39 | 20.04% |
Tina Tenret Tenret Co. LLC | 34,381 | $946,979.51 | $1.17M | $226,100.21 | 23.88% |
| MWA Motive Wealth Advisors Motive Wealth Advisors | 16,854 | $439,720.86 | $580,198.95 | $140,478.09 | 31.95% |
Justin Ericksen Blue Barn Wealth LLC | 70,446 | $1.79M | $2.42M | $634,882.61 | 35.56% |
Rick Hurley Heirloom Wealth Management | 7,748 | $214,697.08 | $266,569.94 | $51,872.86 | 24.16% |
Kimberly Cappellano Private Wealth Asset Management LLC | 1,700 | $51,005.2 | $58,361 | $7,355.8 | 14.42% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 7,084 | $213,432.97 | $242,768.68 | $29,335.71 | 13.74% |
Robert Tutela Essex LLC | 690,252 | $18.1M | $23.75M | $5.64M | 31.17% |
| AB Andrew Blass Atlantic Private Wealth LLC | 220 | $5,242.33 | $7,540.5 | $2,298.17 | 43.84% |
Christopher Davis Burns Matteson Capital Management LLC | 29,887 | $671,454.05 | $1.02M | $349,485.87 | 52.05% |
Tracy Richards FIDELIS iM LLC | 37,542 | $1.05M | $1.28M | $229,121.18 | 21.75% |
| MR Michael Ryan Whelan Financial | 13,742 | $327,373.54 | $474,030.29 | $146,656.75 | 44.8% |
Nathan C. Goodman Family Investment Center Inc. | 144,342 | $3.18M | $4.99M | $1.8M | 56.64% |
Kaitlin Yardley Schaeffer Financial LLC | 142,468 | $3.84M | $4.85M | $1.01M | 26.3% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 105,776 | $3.6M | $3.65M | $58,493.02 | 1.63% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 12,130 | $324,462.91 | $415,695.1 | $91,232.19 | 28.12% |