| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Hannah Tackett Penobscot Wealth Management | 8,247 | $228,591.45 | $281,717.52 | $53,126.07 | 23.24% |
Sima Elimelech Activest Wealth Management | 29 | $844.19 | $983.68 | $139.49 | 16.52% |
Robert Tutela Essex LLC | 8,182 | $210,843.89 | $280,478.96 | $69,635.07 | 33.03% |
Brian Baylis Bell Investment Advisors Inc. | 7,096 | $187,523.25 | $242,399.36 | $54,876.11 | 29.26% |
Andrew Endelman Independent Wealth Network Inc. | 26,718 | $730,942.35 | $913,221.24 | $182,278.89 | 24.94% |
Janet Messer FRG Family Wealth Advisors LLC | 6,861 | $203,154.21 | $235,641.04 | $32,486.83 | 15.99% |
Bobby Adusumilli SJS Investment Consulting Inc. | 15 | $457.5 | $512.4 | $54.9 | 12% |
Kaitlin Yardley Schaeffer Financial LLC | 64,454 | $1.61M | $2.2M | $590,749.76 | 36.77% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 5,769 | $200,819 | $196,809.43 | -$4,009.57 | -2% |
Ryan Charles Stout Theory Financial LLC | 15,618 | $383,586.42 | $533,588.97 | $150,002.55 | 39.11% |
Marc Dacanay Geometric Wealth Advisors | 15,296 | $375,100.32 | $521,823.04 | $146,722.72 | 39.12% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 18,458 | $546,541.38 | $630,525.28 | $83,983.9 | 15.37% |
Jonathan Davison Austin Asset Management Co. Inc. | 11,439 | $250,690.74 | $390,241.48 | $139,550.74 | 55.67% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 5,303 | $150,869.98 | $179,877.76 | $29,007.78 | 19.23% |
| JPM Justin P. Mason Keb Asset Management LLC | 49,466 | $991,564.54 | $1.7M | $708,334.55 | 71.44% |
Dominic Corabi Wedmont Private Capital | 46,322 | $1.36M | $1.58M | $222,563.15 | 16.39% |
| KWM Kolinsky Wealth Management LLC Kolinsky Wealth Management LLC | 67,339 | $1.67M | $2.31M | $641,109.63 | 38.39% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 71,187 | $1.44M | $2.43M | $990,907.78 | 68.89% |
Candace Cavalier Congress Wealth Management LLC / DE / | 352,275 | $7.62M | $12.01M | $4.39M | 57.54% |
Nicholas Shaheen FSA Advisors Inc. | 6,638 | $202,459.49 | $227,052.79 | $24,593.3 | 12.15% |