| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 7,177 | $388,440 | $379,864.26 | -$8,575.74 | -2.21% |
| PN Peter Nicholson First Bancorp Inc. /ME/ | 4,570 | $190,066.3 | $243,630.36 | $53,564.06 | 28.18% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 36,772 | $1.51M | $1.95M | $437,471.88 | 28.99% |
| JS Jason Skolnick FIRST NATIONAL Corp. /MA/ /ADV | 13,309 | $536,113.73 | $716,556.56 | $180,442.83 | 33.66% |
| RB Robert Braglia AMERICAN FINANCIAL & TAX STRATEGIES Inc. | 6,007 | $236,631.46 | $319,632.47 | $83,001.01 | 35.08% |
| NA Nizar Araji National Bank Of Canada /FI/ | 300 | $11,888.76 | $16,035 | $4,146.24 | 34.88% |
| CS Christian Szautner Tiff Advisory Services LLC | 33,093 | $1.64M | $1.75M | $113,163.46 | 6.91% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 19,840 | $766,091.23 | $1.06M | $294,356.77 | 38.42% |
Colton Groome Financial Advisors LLC Colton Groome Financial Advisors LLC | 4,425 | $195,714.76 | $238,276.96 | $42,562.2 | 21.75% |
Blue Zone Wealth Advisors Blue Zone Wealth Advisors LLC | 4,560 | $215,961.6 | $243,732 | $27,770.4 | 12.86% |
Caroline Jankowski Operose Advisors LLC | 9,587 | $405,937.15 | $511,090.64 | $105,153.49 | 25.9% |
Mariana Coli Dunhill Financial LLC | 15 | $710 | $801.75 | $91.75 | 12.92% |
| AW Ariel Weisbard Values Added Financial LLC | 50,519 | $2.3M | $2.72M | $416,192.86 | 18.07% |
Christopher C. Powers Farther Finance Advisors, LLC | 1,304 | $69,970.35 | $69,018.11 | -$952.24 | -1.36% |
Kevin Bresler TD Waterhouse Canada Inc. | 479 | $20,076.42 | $25,602.55 | $5,526.13 | 27.53% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 5,699 | $225,083.22 | $306,321.25 | $81,238.03 | 36.09% |
D. Garet Strange Hobbs Group Advisors, LLC | 8,377 | $333,417.21 | $451,083.86 | $117,666.65 | 35.29% |
Brady Green GGM Financials LLC | 11,236 | $608,100 | $603,935 | -$4,165 | -0.68% |
Dana Grigg CAMELOT TECHNOLOGY ADVISORS, INC. | 31,165 | $1.4M | $1.66M | $262,221.25 | 18.78% |
David Levy Diversified Enterprises LLC | 5,636 | $281,291.54 | $302,935 | $21,643.46 | 7.69% |