| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joseph Castro Nuveen LLC | 162,915 | $35.5M | $36.66M | $1.16M | 3.25% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 52,971 | $10.97M | $11.65M | $676,004.98 | 6.16% |
Tina Tenret Tenret Co. LLC | 111,646 | $16.29M | $24.56M | $8.27M | 50.77% |
William Jeffrey Draper Strategic Planning Group LLC | 2,099 | $391,960.44 | $461,675.05 | $69,714.61 | 17.79% |
Suzanne Cross JTC Employer Solutions Trustee Ltd | 1,280 | $175,948.8 | $281,536 | $105,587.2 | 60.01% |
Hannah Tackett Penobscot Wealth Management | 4,003 | $708,443.84 | $880,459.85 | $172,016.01 | 24.28% |
Spencer Rand Five Oceans Advisors | 928 | $202,907.19 | $204,113.6 | $1,206.41 | 0.59% |
S. Hardy Taylor Heritage Investment Group Inc. | 4,999 | $744,769.08 | $1.1M | $354,760.97 | 47.63% |
| MWA Motive Wealth Advisors Motive Wealth Advisors | 2,030 | $302,413.72 | $446,498.5 | $144,084.78 | 47.64% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 3,501 | $576,853.45 | $770,044.95 | $193,191.5 | 33.49% |
Katie Smith Delos Wealth Advisors LLC | 238 | $51,829.15 | $54,152.14 | $2,322.99 | 4.48% |
Kevin B. Crawford JB Capital LLC | 1,488 | $325,351.19 | $327,285.6 | $1,934.41 | 0.59% |
Richard Slavik Newbridge Financial Services Group Inc. | 1,790 | $310,560.26 | $407,278.7 | $96,718.44 | 31.14% |
Jarrett Topel Topel & Distasi Wealth Management LLC | 96,813 | $14.36M | $21.72M | $7.35M | 51.19% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 1,437 | $207,066.84 | $316,068.15 | $109,001.31 | 52.64% |
Kurt Van Dyken Lifeworks Advisors LLC | 8,311 | $1.46M | $1.89M | $433,839.97 | 29.77% |
Kimberly Cappellano Private Wealth Asset Management LLC | 14,906 | $2.57M | $3.35M | $779,317.22 | 30.27% |
Sima Elimelech Activest Wealth Management | 1,009 | $216,313.95 | $221,929.55 | $5,615.6 | 2.6% |
Eddie Wilcox Rollins Financial Advisors LLC | 9,530 | $1.45M | $2.1M | $646,648.86 | 44.61% |
Cheryl Smith DB Fitzpatrick & Co Inc. | 3,492 | $618,044.55 | $768,065.4 | $150,020.85 | 24.27% |