| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SH Suzanne Hornick ASSET PLANNING Corp.ORATION | 5,069 | $296,029.6 | $412,059.01 | $116,029.41 | 39.2% |
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 5,738 | $389,400.91 | $466,413.33 | $77,012.42 | 19.78% |
| CE Curtis Ellergodt Rothschild Investment LLC | 589 | $41,036 | $47,876.86 | $6,840.86 | 16.67% |
| TM Tom McDonald Richards, MERRILL & PETERSON Inc. | 4,424 | $308,193.12 | $359,140.32 | $50,947.2 | 16.53% |
| PN Peter Nicholson First Bancorp Inc. /ME/ | 177,129 | $12.6M | $14.4M | $1.8M | 14.28% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 224,688 | $15.57M | $18.19M | $2.61M | 16.78% |
| AC Adam Claypool First Community Trust Na | 750 | $48,644.93 | $60,877.5 | $12,232.57 | 25.15% |
| LJB Laura J. Bornheimer GWN SECURITIES Inc. | 9,557 | $603,895.14 | $773,543.58 | $169,648.44 | 28.09% |
Steven Scruggs FPA Queens Road Small Cap Value Fund | 2,820 | $200,587 | $228,166.2 | $27,579.2 | 13.75% |
| RR rosemary richard WCG Wealth Advisors LLC | 36,207 | $2.13M | $2.93M | $804,094.45 | 37.83% |
| YA Yinka Akinsola Blue Trust Inc. | 50,854 | $3.06M | $4.12M | $1.05M | 34.43% |
Jeff Ameen Spire Wealth Management | 138,294 | $7M | $11.18M | $4.18M | 59.7% |
| DW Drew Waldron Canvas Wealth Advisors LLC | 6,018 | $373,067.57 | $488,481.06 | $115,413.49 | 30.94% |
| AL Acas LLC Acas LLC | 51,145 | $3.19M | $4.14M | $953,008.73 | 29.92% |
| LWL Lauer Wealth LLC Lauer Wealth LLC | 42,758 | $2.7M | $3.46M | $762,294.5 | 28.28% |
Kyle P. Smith NewEdge Wealth LLC | 16,885 | $1.18M | $1.37M | $182,779.39 | 15.44% |
Carrie Delgott Wescott Financial Advisory Group LLC | 185,127 | $10.7M | $14.99M | $4.29M | 40.07% |
| DM Dipen Mehta Invst LLC | 167,769 | $11.07M | $13.6M | $2.53M | 22.87% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 940,007 | $56.88M | $76.19M | $19.31M | 33.94% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 16,578 | $1.13M | $1.34M | $214,190.21 | 19.02% |