| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeff Ameen Spire Wealth Management | 218 | $9,171.26 | $11,022.08 | $1,850.82 | 20.18% |
Kyle P. Smith NewEdge Wealth LLC | 6,016 | $305,793.28 | $303,747.84 | -$2,045.44 | -0.67% |
Mack, Connie Clarity Financial LLC | 141,443 | $6.91M | $7.25M | $339,125.68 | 4.91% |
John Mezzasalma Mezzasalma Advisors LLC | 5,881 | $247,933.61 | $300,930.77 | $52,997.16 | 21.38% |
| TCL Therese C.D. Linden Bank of New Hampshire | 31,621 | $1.49M | $1.6M | $111,097.09 | 7.44% |
| JNM Jay Nelsen Myers Treynor Bancshares Inc. | 21,206 | $877,395.84 | $1.07M | $189,796.11 | 21.63% |
Katie Smith Delos Wealth Advisors LLC | 808 | $35,479.28 | $41,199.92 | $5,720.64 | 16.12% |
Richard Slavik Newbridge Financial Services Group Inc. | 758 | $33,070.26 | $37,649.86 | $4,579.6 | 13.85% |
| BO Brian Oliveira Clear Street Group Inc. | 40 | $1,805.9 | $2,021.8 | $215.9 | 11.96% |
Kimberly Cappellano Private Wealth Asset Management LLC | 7,660 | $329,687.7 | $385,795.9 | $56,108.2 | 17.02% |
Sima Elimelech Activest Wealth Management | 2,834 | $117,649.82 | $140,764.78 | $23,114.96 | 19.65% |
| RWA Roberts Wealth Advisors LLC Roberts Wealth Advisors LLC | 8,217 | $390,977.31 | $420,463.89 | $29,486.58 | 7.54% |
| WB William Bromley Innova Wealth Partners | 73,527 | $3.31M | $3.77M | $457,173.52 | 13.82% |
Robert Tutela Essex LLC | 37,744 | $1.59M | $1.93M | $341,185.6 | 21.46% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 4,117 | $182,128.99 | $208,155.52 | $26,026.53 | 14.29% |
| VIA Vickerman Investment Advisors Inc. Vickerman Investment Advisors Inc. | 4,556 | $180,505 | $230,283.02 | $49,778.02 | 27.58% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 5,274 | $243,472.58 | $265,783.23 | $22,310.65 | 9.16% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 13,631 | $622,735.74 | $689,455.98 | $66,720.24 | 10.71% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 186,706 | $9.3M | $9.27M | -$26,487.36 | -0.28% |
Matthew B. Boersen Straight Path Wealth Management | 4,812 | $244,593.96 | $247,457.1 | $2,863.14 | 1.17% |