| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Chris Williams Applied Capital LLC | 12,986 | $1.15M | $1.57M | $420,530.32 | 36.44% |
Carrie Delgott Wescott Financial Advisory Group LLC | 5,716 | $429,047.12 | $722,959.68 | $293,912.56 | 68.5% |
John Mezzasalma Mezzasalma Advisors LLC | 5,000 | $297,702.9 | $632,400 | $334,697.1 | 112.43% |
Shad Lamm Keystone Wealth Services LLC | 4,132 | $294,479.6 | $507,616.2 | $213,136.6 | 72.38% |
Alexandria Fry Dentgroup LLC | 3,664 | $202,536.88 | $445,890.48 | $243,353.6 | 120.15% |
Dipen Mehta Invst LLC | 4,589 | $548,477.28 | $563,758.65 | $15,281.37 | 2.79% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 74,342 | $6.15M | $9.02M | $2.87M | 46.75% |
| YL Yosef Levy Y.D. More Investments Ltd. | 216 | $25,816 | $26,535.6 | $719.6 | 2.79% |
| TCL Therese C.D. Linden Bank of New Hampshire | 70,594 | $3.54M | $8.67M | $5.13M | 144.78% |
Joseph Castro Nuveen LLC | 38,461 | $4.6M | $4.72M | $128,116.85 | 2.79% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 14,211 | $1.35M | $1.75M | $391,115.63 | 28.87% |
Suzanne Cross JTC Employer Solutions Trustee Ltd | 16,224 | $962,573.12 | $1.99M | $1.03M | 107.06% |
Hannah Tackett Penobscot Wealth Management | 110,659 | $7.49M | $13.54M | $6.05M | 80.78% |
S. Hardy Taylor Heritage Investment Group Inc. | 29,528 | $1.85M | $3.63M | $1.77M | 95.57% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 12,550 | $932,958.8 | $1.54M | $608,808.7 | 65.26% |
Kevin B. Crawford JB Capital LLC | 20,640 | $1.28M | $2.61M | $1.33M | 103.63% |
Richard Slavik Newbridge Financial Services Group Inc. | 3,825 | $314,406.09 | $469,901.25 | $155,495.16 | 49.46% |
Jeffrey Dominguez Dominguez Wealth Management Solutions Inc. | 1,952 | $233,303.51 | $237,490.08 | $4,186.57 | 1.79% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 3,928 | $268,202.56 | $482,554.8 | $214,352.24 | 79.92% |
Kurt Van Dyken Lifeworks Advisors LLC | 1,888 | $164,671.36 | $231,940.8 | $67,269.44 | 40.85% |