| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Tina Tenret Tenret Co. LLC | 158,379 | $7.21M | $9.19M | $1.97M | 27.37% |
Suzanne Cross JTC Employer Solutions Trustee Ltd | 8,020 | $435,566.2 | $466,804.1 | $31,237.9 | 7.17% |
Hannah Tackett Penobscot Wealth Management | 236,983 | $10.56M | $13.93M | $3.37M | 31.9% |
Spencer Rand Five Oceans Advisors | 12,605 | $553,691.91 | $734,997.55 | $181,305.64 | 32.74% |
| MWA Motive Wealth Advisors Motive Wealth Advisors | 111,824 | $4.9M | $6.57M | $1.66M | 33.88% |
Katie Smith Delos Wealth Advisors LLC | 3,020 | $163,394.56 | $175,718.7 | $12,324.14 | 7.54% |
Kevin B. Crawford JB Capital LLC | 3,424 | $204,378.56 | $199,345.28 | -$5,033.28 | -2.46% |
Richard Slavik Newbridge Financial Services Group Inc. | 311 | $14,287.28 | $18,317.9 | $4,030.62 | 28.21% |
Jarrett Topel Topel & Distasi Wealth Management LLC | 42,004 | $1.92M | $2.47M | $547,733.95 | 28.56% |
| BO Brian Oliveira Clear Street Group Inc. | 15,794 | $942,744 | $927,818.53 | -$14,925.47 | -1.58% |
Kurt Van Dyken Lifeworks Advisors LLC | 6,666 | $397,893.54 | $387,961.2 | -$9,932.34 | -2.5% |
Rick Hurley Heirloom Wealth Management | 7,659 | $416,604.21 | $446,519.7 | $29,915.49 | 7.18% |
Kimberly Cappellano Private Wealth Asset Management LLC | 40,284 | $1.83M | $2.36M | $536,668.89 | 29.35% |
Sima Elimelech Activest Wealth Management | 5,348 | $236,528.29 | $314,997.2 | $78,468.91 | 33.18% |
Christina Forster Pazienza Guardian Partners Inc. | 1,386 | $82,730 | $80,630.55 | -$2,099.45 | -2.54% |
| RWA Roberts Wealth Advisors LLC Roberts Wealth Advisors LLC | 210,902 | $10.2M | $12.3M | $2.1M | 20.57% |
Cheryl Smith DB Fitzpatrick & Co Inc. | 32,822 | $1.52M | $1.93M | $404,549.98 | 26.57% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 37,461 | $1.77M | $2.18M | $406,113.29 | 22.9% |
| WB William Bromley Innova Wealth Partners | 36,361 | $2.09M | $2.12M | $37,993.22 | 1.82% |
Robert Tutela Essex LLC | 12,626 | $626,919.61 | $736,095.8 | $109,176.19 | 17.41% |