| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| EBA Eagle Bay Advisors LLC Eagle Bay Advisors LLC | 3,637 | $280,449.07 | $307,653.83 | $27,204.76 | 9.7% |
Chris Williams Applied Capital LLC | 141,621 | $8.54M | $11.98M | $3.44M | 40.28% |
| CAL CSM Advisors LLC CSM Advisors LLC | 220,037 | $13.93M | $19.3M | $5.36M | 38.5% |
Carrie Delgott Wescott Financial Advisory Group LLC | 72,624 | $4.36M | $6.14M | $1.78M | 40.81% |
Dipen Mehta Invst LLC | 4,737 | $368,046.06 | $415,411.21 | $47,365.15 | 12.87% |
Daniel Cesta Pinnacle Wealth Management Group Inc. | 134,548 | $9.32M | $11.38M | $2.06M | 22.06% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 214,786 | $14.53M | $18.54M | $4.01M | 27.61% |
| TCL Therese C.D. Linden Bank of New Hampshire | 358 | $20,856.06 | $30,283.22 | $9,427.16 | 45.2% |
| DKK David K. Kruft Sageworth Trust Co. of South Dakota | 169,729 | $11.22M | $14.36M | $3.14M | 27.98% |
Joseph Castro Nuveen LLC | 322,337 | $27.56M | $27.99M | $432,008.72 | 1.57% |
| JNM Jay Nelsen Myers Treynor Bancshares Inc. | 63,946 | $3.45M | $5.41M | $1.96M | 56.75% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 141,044 | $10.28M | $11.93M | $1.65M | 16.01% |
Tina Tenret Tenret Co. LLC | 149,344 | $10M | $12.63M | $2.63M | 26.34% |
James D. King Lindenwold Advisors Inc. | 334,556 | $20.49M | $28.3M | $7.81M | 38.13% |
Hannah Tackett Penobscot Wealth Management | 3,646 | $229,694.74 | $308,415.14 | $78,720.4 | 34.27% |
Richard Slavik Newbridge Financial Services Group Inc. | 538 | $32,011.63 | $47,179.91 | $15,168.28 | 47.38% |
Christina Forster Pazienza Guardian Partners Inc. | 1,721 | $147,128 | $145,579.39 | -$1,548.61 | -1.05% |
| WB William Bromley Innova Wealth Partners | 13,581 | $1.04M | $1.15M | $106,649.32 | 10.23% |
Robert Tutela Essex LLC | 26,319 | $1.69M | $2.23M | $536,672.68 | 31.76% |
Brian Baylis Bell Investment Advisors Inc. | 1,123 | $76,659.94 | $97,936.83 | $21,276.89 | 27.75% |