| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Erica Nortman Capitol Family Office Inc. | 37,503 | $4.83M | $7.06M | $2.23M | 46.26% |
| GAG Goodman Advisory Group LLC Goodman Advisory Group LLC | 5,865 | $770,932.4 | $1.1M | $331,570.3 | 43.01% |
Carrie Delgott Wescott Financial Advisory Group LLC | 1,596 | $207,910.72 | $296,058 | $88,147.28 | 42.4% |
John Mezzasalma Mezzasalma Advisors LLC | 48,017 | $6.22M | $8.92M | $2.7M | 43.38% |
Ben Rothwell Keystone Financial Services | 3,943 | $344,879.36 | $738,425.32 | $393,545.96 | 114.11% |
Dipen Mehta Invst LLC | 11,502 | $1.66M | $2.13M | $474,572.52 | 28.66% |
Shawn M. McHugh WealthTrust Asset Management LLC | 3,223 | $266,129.74 | $610,565.12 | $344,435.38 | 129.42% |
Jason E. Archambault SK Wealth Management LLC | 1,700 | $191,966.96 | $318,801 | $126,834.04 | 66.07% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 23,437 | $2.95M | $4.4M | $1.45M | 49.13% |
Kasey Fegan Corsicana & Co. | 43,444 | $5.61M | $8.06M | $2.45M | 43.72% |
| YL Yosef Levy Y.D. More Investments Ltd. | 12,442 | $1.48M | $2.29M | $814,284.07 | 55.18% |
| TCL Therese C.D. Linden Bank of New Hampshire | 13,450 | $1.04M | $2.48M | $1.44M | 137.96% |
Joseph Castro Nuveen LLC | 25,010 | $4.76M | $4.73M | -$33,179.1 | -0.7% |
Mark Hansen Hansen & Associates Financial Group Inc. | 30,498 | $5.17M | $5.74M | $572,611.11 | 11.08% |
Suzanne Cross JTC Employer Solutions Trustee Ltd | 380 | $62,975.5 | $70,467.2 | $7,491.7 | 11.9% |
Hannah Tackett Penobscot Wealth Management | 10,159 | $937,549.14 | $1.92M | $984,025.71 | 104.96% |
S. Hardy Taylor Heritage Investment Group Inc. | 1,718 | $217,533.16 | $320,097.76 | $102,564.6 | 47.15% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 71,698 | $11.63M | $13.22M | $1.59M | 13.65% |
Katie Smith Delos Wealth Advisors LLC | 774 | $137,877.48 | $143,638.92 | $5,761.44 | 4.18% |
Kevin B. Crawford JB Capital LLC | 1,161 | $221,193.72 | $215,435.16 | -$5,758.56 | -2.6% |