| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PEP Philip E. Passafiume Protective Life Corp | 42 | $1,947.12 | $2,051.07 | $103.95 | 5.34% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 120 | $4,567.52 | $5,841.6 | $1,274.08 | 27.89% |
| JS Jason Skolnick FIRST NATIONAL Corp. /MA/ /ADV | 11,927 | $413,759.18 | $582,455.04 | $168,695.86 | 40.77% |
| DW Drew Waldron Canvas Wealth Advisors LLC | 5,433 | $196,674.6 | $265,483.54 | $68,808.94 | 34.99% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 50,137 | $2.13M | $2.44M | $311,118.79 | 14.62% |
| RS Richard Slavik Newbridge Financial Services Group Inc. | 526 | $17,957.64 | $25,702.99 | $7,745.35 | 43.13% |
| RH Rick Hurley Heirloom Wealth Management | 28,331 | $1.31M | $1.38M | $65,161.3 | 4.96% |
| SE Sima Elimelech Activest Wealth Management | 487 | $21,695.85 | $23,838.65 | $2,142.8 | 9.88% |
Brian Baylis Bell Investment Advisors Inc. | 163,451 | $5.24M | $7.99M | $2.74M | 52.29% |
| MD Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 37 | $1,646.87 | $1,794.87 | $148 | 8.99% |
Bobby Adusumilli SJS Investment Consulting Inc. | 245 | $8,652.52 | $12,003.77 | $3,351.25 | 38.73% |
| DS David Spratt Badgley Phelps Wealth Managers LLC | 5,709 | $264,669.24 | $278,970.28 | $14,301.04 | 5.4% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 113 | $5,238.68 | $5,536.43 | $297.75 | 5.68% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 937 | $43,439.32 | $45,866.15 | $2,426.83 | 5.59% |
Lynn A. Jackson Dopkins Wealth Management LLC | 6,199 | $194,496.99 | $299,876.62 | $105,379.63 | 54.18% |
| DC Dominic Corabi Wedmont Private Capital | 6,586 | $256,350.62 | $320,968.71 | $64,618.09 | 25.21% |
| JBR Jacob B. Rue Shore Point Advisors LLC | 176,242 | $7.74M | $8.53M | $782,695.85 | 10.11% |
Jason Whitby Stone Summit Wealth LLC | 4,444 | $143,955.68 | $217,533.8 | $73,578.12 | 51.11% |
Adam K. Wright Kathleen S. Wright Associates Inc. | 158 | $6,027.7 | $7,734.1 | $1,706.4 | 28.31% |
Billy DeFrance Lauterbach Financial Advisors LLC | 8,378 | $305,257.22 | $410,103.1 | $104,845.88 | 34.35% |