| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 27,681 | $682,740.38 | $859,079.83 | $176,339.45 | 25.83% |
| DI David Izzi Brown, LISLE/CUMMINGS Inc. | 65 | $1,291 | $2,017.27 | $726.27 | 56.26% |
| TMB Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 300 | $7,456.5 | $9,310.5 | $1,854 | 24.86% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 23,230 | $637,004.2 | $721,639.95 | $84,635.75 | 13.29% |
| RS Ramu Singh CALTON & ASSOCIATES Inc. | 6,458 | $219,701.16 | $200,424.03 | -$19,277.13 | -8.77% |
Jeff Ameen Spire Wealth Management | 248 | $6,213.04 | $7,849.2 | $1,636.16 | 26.33% |
| HT Hannah Tackett Penobscot Wealth Management | 41,466 | $1.41M | $1.3M | -$109,470.24 | -7.76% |
Kurt Van Dyken Lifeworks Advisors LLC | 7,250 | $173,588.89 | $225,801.25 | $52,212.36 | 30.08% |
| SE Sima Elimelech Activest Wealth Management | 23 | $580.76 | $721.74 | $140.98 | 24.28% |
Candace Cavalier Congress Wealth Management LLC / DE / | 40,047 | $996,053.45 | $1.25M | $257,617.88 | 25.86% |
Caroline Jankowski Operose Advisors LLC | 50 | $1,701 | $1,567.5 | -$133.5 | -7.85% |
| TRI Trail Ridge Investment Advisors LLC Trail Ridge Investment Advisors LLC | 110,839 | $2.3M | $3.49M | $1.2M | 52.05% |
Michael Byun SageView Advisory Group LLC | 1,400 | $34,678 | $44,310 | $9,632 | 27.78% |
| SW Scott Williams Investmark Advisory Group LLC | 8,998 | $230,318.64 | $285,139.42 | $54,820.78 | 23.8% |
Amanda Hawley Atria Wealth Solutions Inc. | 36,596 | $919,895.19 | $1.16M | $238,185.23 | 25.89% |
| LV Leah Vaden Redwood Financial Network Corp. | 6,733 | $229,056.66 | $213,363.38 | -$15,693.28 | -6.85% |
Mark Mowrey Signature Resources Capital Management LLC | 152 | $3,564.33 | $4,861.72 | $1,297.39 | 36.4% |
Lukas Lindgren Abound Wealth Management | 304 | $10,357 | $9,458.96 | -$898.04 | -8.67% |
Anne Hudick Fee-Only Financial Planning, L.C. | 9,290 | $221,473.88 | $293,982.05 | $72,508.17 | 32.74% |
| MC Morgan Carter RFP Financial Group LLC | 40,655 | $1.38M | $1.29M | -$96,556.53 | -6.98% |