| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| YL Yosef Levy Y.D. More Investments Ltd. | 2,616 | $104,416.04 | $114,175.32 | $9,759.28 | 9.35% |
| TCL Therese C.D. Linden Bank of New Hampshire | 3,802 | $167,919.74 | $168,618.7 | $698.96 | 0.42% |
Joseph Castro Nuveen LLC | 6,493 | $294,376 | $280,043.09 | -$14,332.91 | -4.87% |
| JNM Jay Nelsen Myers Treynor Bancshares Inc. | 28,490 | $977,033.32 | $1.26M | $286,498.18 | 29.32% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 7,911 | $364,514.89 | $350,852.85 | -$13,662.04 | -3.75% |
Mark Hansen Hansen & Associates Financial Group Inc. | 45,927 | $2.11M | $2.04M | -$68,540.4 | -3.26% |
Hannah Tackett Penobscot Wealth Management | 25,199 | $968,857.51 | $1.12M | $148,718.14 | 15.35% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 4,499 | $202,769.93 | $199,530.65 | -$3,239.28 | -1.6% |
Katie Smith Delos Wealth Advisors LLC | 355 | $14,494.65 | $15,726.5 | $1,231.85 | 8.5% |
Richard Slavik Newbridge Financial Services Group Inc. | 1,683 | $68,716.89 | $74,556.9 | $5,840.01 | 8.5% |
| BO Brian Oliveira Clear Street Group Inc. | 14,161 | $642,060 | $620,818.24 | -$21,241.76 | -3.31% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 14,334 | $488,359.38 | $635,712.9 | $147,353.52 | 30.17% |
Kimberly Cappellano Private Wealth Asset Management LLC | 7,160 | $283,294.6 | $308,810.8 | $25,516.2 | 9.01% |
Sima Elimelech Activest Wealth Management | 3,968 | $169,393.92 | $175,980.8 | $6,586.88 | 3.89% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 4,754 | $217,991.81 | $210,839.9 | -$7,151.91 | -3.28% |
| WB William Bromley Innova Wealth Partners | 97,333 | $3.68M | $4.32M | $632,664.5 | 17.17% |
Robert Tutela Essex LLC | 30,796 | $1.08M | $1.37M | $287,208.84 | 26.63% |
Brian Baylis Bell Investment Advisors Inc. | 732 | $32,991.24 | $31,922.52 | -$1,068.72 | -3.24% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 36,759 | $1.42M | $1.63M | $214,011.56 | 15.11% |
| KC Kasey Cook Maripau Wealth Management LLC | 15,362 | $648,694.82 | $662,563.06 | $13,868.24 | 2.14% |