| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RG Rafael Guijarro City National Bank Of Florida /MSD | 3,711 | $236,576.25 | $305,081.31 | $68,505.06 | 28.96% |
| CN Chris Nelson MJP ASSOCIATES Inc. /ADV | 3,821 | $218,406.08 | $314,563.82 | $96,157.74 | 44.03% |
| PN Peter Nicholson First Bancorp Inc. /ME/ | 8,600 | $576,372 | $708,038 | $131,666 | 22.84% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 134,215 | $9.14M | $11.02M | $1.88M | 20.54% |
CliftonLarsonAllen Wealth Advisors CliftonLarsonAllen Wealth Advisors LLC | 17,486 | $824,544.07 | $1.44M | $618,225.79 | 74.98% |
| SS Scott Solod Kelly Financial Group LLC | 8,479 | $532,988.68 | $688,706.77 | $155,718.09 | 29.22% |
| AC Adam Claypool First Community Trust Na | 1,103 | $68,606.4 | $90,787.93 | $22,181.53 | 32.33% |
Winthrop Advisory Group Winthrop Advisory Group LLC | 28,069 | $1.34M | $2.28M | $941,558.85 | 70.35% |
| YA Yinka Akinsola Blue Trust Inc. | 1,913 | $119,076.26 | $156,961.65 | $37,885.39 | 31.82% |
Jeff Ameen Spire Wealth Management | 248,067 | $10.6M | $20.39M | $9.79M | 92.36% |
| DW Drew Waldron Canvas Wealth Advisors LLC | 47,221 | $3.47M | $3.89M | $414,008.87 | 11.92% |
| MP Michael Puryear Westwood Wealth Management | 7,420 | $386,683.07 | $608,959.4 | $222,276.33 | 57.48% |
Jessica Clark Caerus Investment Advisors LLC | 42,869 | $2.22M | $3.52M | $1.3M | 58.33% |
Chris Williams Applied Capital LLC | 35,929 | $1.9M | $2.95M | $1.04M | 54.8% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 2.54M | $152.97M | $208.43M | $55.47M | 36.26% |
| DKK David K. Kruft Sageworth Trust Co. of South Dakota | 3,650 | $244,623 | $299,519 | $54,896 | 22.44% |
| JNM Jay Nelsen Myers Treynor Bancshares Inc. | 16,929 | $871,741.44 | $1.39M | $518,975.91 | 59.53% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 113,071 | $7.78M | $9.3M | $1.52M | 19.48% |
| HT Hannah Tackett Penobscot Wealth Management | 6,519 | $337,879.77 | $537,882.69 | $200,002.92 | 59.19% |
| SR Spencer Rand Five Oceans Advisors | 22,188 | $965,620.97 | $1.82M | $858,454.51 | 88.9% |