| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Curtis Ellergodt Rothschild Investment LLC | 4 | $79 | $112.86 | $33.86 | 42.86% |
| SN Stephanie Nee HARBOR CAPITAL ADVISORS Inc. | 157 | $4,944.1 | $4,366.17 | -$577.93 | -11.69% |
| PBP Philip B. Palmer CHATHAM CAPITAL GROUP Inc. | 92,855 | $1.85M | $2.49M | $638,648.84 | 34.51% |
| GP Gregg Picillo Albert D. Mason Inc | 62,315 | $654,374.7 | $1.67M | $1.02M | 155.31% |
| TCL Therese C.D. Linden Bank of New Hampshire | 240 | $4,756.8 | $6,799.2 | $2,042.4 | 42.94% |
Joseph Castro Nuveen LLC | 24,811 | $675,373.04 | $700,786.69 | $25,413.65 | 3.76% |
Shaun Peterson Peterson Wealth Services | 41,573 | $929,080.78 | $1.11M | $185,491.35 | 19.97% |
Ana-Maria Ignat Covestor Ltd | 44 | $1,483.24 | $1,223.64 | -$259.6 | -17.5% |
Ed West Values First Advisors Inc. | 20,771 | $467,762.92 | $556,870.51 | $89,107.59 | 19.05% |
Rachel Faulk Cape Investment Advisory Inc. | 1,132 | $26,274 | $31,973.34 | $5,699.34 | 21.69% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 491 | $12,617.72 | $13,838.83 | $1,221.11 | 9.68% |
| LAM Lakewood Asset Management LLC Lakewood Asset Management LLC | 17,855 | $243,623.67 | $502,261.15 | $258,637.48 | 106.16% |
Christopher C. Powers Farther Finance Advisors, LLC | 4,646 | $94,360.48 | $124,559.26 | $30,198.78 | 32% |
STEFANIE KENNEDY Ballast Asset Management, LP | 315,770 | $4.18M | $8.92M | $4.74M | 113.48% |
Oxford Wealth Group LLC Oxford Wealth Group, LLC | 10,273 | $263,995.55 | $290,314.98 | $26,319.43 | 9.97% |
Isabelle Cordwell-Riant De Lisle Partners LLP | 887,135 | $19.2M | $25.07M | $5.87M | 30.6% |
Chad Whiteley SIERRA SUMMIT ADVISORS LLC | 43,997 | $1.02M | $1.18M | $158,388.57 | 15.51% |
Kevyn Hill Hilltop National Bank | 1,300 | $23,036 | $34,853 | $11,817 | 51.3% |
Brady Green GGM Financials LLC | 400 | $9,284 | $10,724 | $1,440 | 15.51% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 600 | $9,421.8 | $17,106 | $7,684.2 | 81.56% |