| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeff Ameen Spire Wealth Management | 131,824 | $4.63M | $5.49M | $865,086 | 18.7% |
| KB Kristina Bentzen Paradigm, Strategies in Wealth Management LLC | 13,465 | $435,315.73 | $568,357.65 | $133,041.92 | 30.56% |
| LWL Lauer Wealth LLC Lauer Wealth LLC | 6,286 | $287,207 | $262,283.35 | -$24,923.65 | -8.68% |
| RWP Ridgecrest Wealth Partners LLC Ridgecrest Wealth Partners LLC | 5,230 | $206,166.6 | $217,672.6 | $11,506 | 5.58% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 10,124 | $331,257.28 | $422,272.04 | $91,014.76 | 27.48% |
John Nowicki LCM Capital Management Inc. | 74,662 | $2.41M | $3.11M | $700,968.24 | 29.1% |
Kyle P. Smith NewEdge Wealth LLC | 36,760 | $1.4M | $1.53M | $135,517.44 | 9.7% |
Mack, Connie Clarity Financial LLC | 242,052 | $9.26M | $10.14M | $879,596.79 | 9.5% |
Hafeez Esmail Main Management Fund Advisors LLC | 2.93M | $132M | $123.53M | -$8.46M | -6.41% |
Shad Lamm Keystone Wealth Services LLC | 6,084 | $279,194.76 | $256,379.76 | -$22,815 | -8.17% |
Dipen Mehta Invst LLC | 4,784 | $215,614.88 | $201,621.68 | -$13,993.2 | -6.49% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 9,775 | $414,479.07 | $407,861.87 | -$6,617.2 | -1.6% |
| YL Yosef Levy Y.D. More Investments Ltd. | 2,616 | $104,416.04 | $110,055.12 | $5,639.08 | 5.4% |
| TCL Therese C.D. Linden Bank of New Hampshire | 3,436 | $155,903.96 | $144,518.16 | -$11,385.8 | -7.3% |
Joseph Castro Nuveen LLC | 6,493 | $294,376 | $270,887.96 | -$23,488.04 | -7.98% |
| JNM Jay Nelsen Myers Treynor Bancshares Inc. | 28,490 | $977,033.32 | $1.19M | $208,293.13 | 21.32% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 7,887 | $363,408.25 | $332,397.61 | -$31,010.64 | -8.53% |
Mark Hansen Hansen & Associates Financial Group Inc. | 45,927 | $2.11M | $1.91M | -$196,906.37 | -9.35% |
Hannah Tackett Penobscot Wealth Management | 25,199 | $968,857.51 | $1.05M | $80,176.86 | 8.28% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 4,499 | $202,769.93 | $189,520.37 | -$13,249.56 | -6.53% |