| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 363,923 | $19.9M | $19.17M | -$731,491.34 | -3.68% |
| PN Peter Nicholson First Bancorp Inc. /ME/ | 462 | $25,266.78 | $24,176.46 | -$1,090.32 | -4.32% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 60,404 | $2.19M | $3.17M | $982,190.12 | 44.83% |
| MG Michelle Graham NORTHSTAR ASSET MANAGEMENT Inc. | 100,200 | $4.7M | $5.16M | $463,943.79 | 9.87% |
| NA Nizar Araji National Bank Of Canada /FI/ | 1,943 | $88,348.21 | $101,677.19 | $13,328.98 | 15.09% |
| MN Marcia Nakamura Fairview Capital Investment Management LLC | 4,600 | $199,732 | $246,330 | $46,598 | 23.33% |
| JM John Malone Amundi | 24,115 | $903,288.34 | $1.26M | $358,649.61 | 39.7% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 37,361 | $1.46M | $2M | $545,534.58 | 37.49% |
Austin Private Wealth Austin Private Wealth LLC | 20,967 | $700,801.82 | $1.08M | $379,418.02 | 54.14% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 5,091 | $221,065.9 | $266,412.03 | $45,346.13 | 20.51% |
Jeff Ameen Spire Wealth Management | 2,038 | $88,958.89 | $104,997.76 | $16,038.87 | 18.03% |
Donna Rittershausen Koss-Olinger Consulting LLC | 61,944 | $2.1M | $3.24M | $1.15M | 54.63% |
Carrie Delgott Wescott Financial Advisory Group LLC | 58,943 | $1.85M | $3.04M | $1.19M | 64.33% |
Ben Rothwell Keystone Financial Services | 8,577 | $321,798.55 | $441,887.04 | $120,088.49 | 37.32% |
Shad Lamm Keystone Wealth Services LLC | 5,321 | $208,479.61 | $274,137.92 | $65,658.31 | 31.49% |
Jason E. Archambault SK Wealth Management LLC | 4,466 | $158,466.25 | $238,127.12 | $79,660.87 | 50.27% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 46,725 | $1.79M | $2.41M | $615,806.19 | 34.37% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 41,579 | $1.45M | $2.14M | $695,238.46 | 48.05% |
Hannah Tackett Penobscot Wealth Management | 11,807 | $508,859.67 | $608,296.64 | $99,436.97 | 19.54% |
Kevin B. Crawford JB Capital LLC | 4,604 | $200,634.68 | $237,198.08 | $36,563.4 | 18.22% |