| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Winthrop Advisory Group Winthrop Advisory Group LLC | 1,634 | $554,225.41 | $848,732.25 | $294,506.84 | 53.14% |
Washburn Capital Management Washburn Capital Management Inc. | 7,375 | $1.88M | $3.72M | $1.84M | 97.74% |
Adams Wealth Management Adams Wealth Management | 13,467 | $2.73M | $7M | $4.26M | 155.92% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 690 | $207,794 | $358,399.79 | $150,605.79 | 72.48% |
| YA Yinka Akinsola Blue Trust Inc. | 853 | $254,145.13 | $439,047.65 | $184,902.52 | 72.75% |
Richard Zito Flynn Zito Capital Management LLC | 313 | $200,557.88 | $170,240.71 | -$30,317.17 | -15.12% |
Jeff Ameen Spire Wealth Management | 20,276 | $6.33M | $10.44M | $4.11M | 64.88% |
Drew Waldron Canvas Wealth Advisors LLC | 426 | $272,963.76 | $221,272.91 | -$51,690.85 | -18.94% |
Kyle P. Smith NewEdge Wealth LLC | 7,875 | $1.68M | $3.99M | $2.31M | 137.79% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 1,750 | $559,858.94 | $886,690 | $326,831.06 | 58.38% |
| YL Yosef Levy Y.D. More Investments Ltd. | 202,142 | $79.42M | $105M | $25.58M | 32.2% |
Suzanne Cross JTC Employer Solutions Trustee Ltd | 400 | $90,368 | $207,767.99 | $117,399.99 | 129.91% |
Hannah Tackett Penobscot Wealth Management | 560 | $358,825.61 | $288,304.8 | -$70,520.81 | -19.65% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 2,110 | $573,800.07 | $1.1M | $522,176.09 | 91% |
Kevin B. Crawford JB Capital LLC | 812 | $222,491.78 | $421,769.02 | $199,277.24 | 89.57% |
Richard Slavik Newbridge Financial Services Group Inc. | 443 | $123,018.01 | $224,441.52 | $101,423.51 | 82.45% |
Rick Hurley Heirloom Wealth Management | 410 | $262,711.6 | $212,962.19 | -$49,749.41 | -18.94% |
Kimberly Cappellano Private Wealth Asset Management LLC | 100 | $18,817.33 | $50,869 | $32,051.67 | 170.33% |
Sima Elimelech Activest Wealth Management | 3,361 | $794,239.52 | $1.73M | $940,322.16 | 118.39% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 595 | $381,518 | $309,054.89 | -$72,463.11 | -18.99% |