| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 2,508 | $387,463.97 | $455,352.48 | $67,888.51 | 17.52% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 71,954 | $13.03M | $14.1M | $1.07M | 8.21% |
| PN Peter Nicholson First Bancorp Inc. /ME/ | 391 | $70,829.65 | $78,004.5 | $7,174.85 | 10.13% |
Woodard & Co Asset Management Woodard & Co Asset Management Group Inc. | 1,540 | $199,383.8 | $279,602.4 | $80,218.6 | 40.23% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 8,092 | $1.42M | $1.6M | $181,818.79 | 12.81% |
| PL Patrick Lannon VALLEY FORGE INVESTMENT CONSULTANTS Inc. ADV | 2,349 | $223,894.28 | $460,450.99 | $236,556.71 | 105.66% |
| BR Bill Reuther SILVER OAK SECURITIES Inc.ORPORATED | 1,959 | $405,990.82 | $384,003.19 | -$21,987.63 | -5.42% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 1,412 | $232,996.88 | $279,279.47 | $46,282.59 | 19.86% |
| YA Yinka Akinsola Blue Trust Inc. | 7,540 | $963,987.25 | $1.37M | $404,975.15 | 42.01% |
Jeff Ameen Spire Wealth Management | 388 | $80,035.2 | $70,445.28 | -$9,589.92 | -11.98% |
Kyle P. Smith NewEdge Wealth LLC | 1,420 | $196,173 | $278,348.41 | $82,175.41 | 41.89% |
| EBA Eagle Bay Advisors LLC Eagle Bay Advisors LLC | 2,200 | $453,146.56 | $399,432 | -$53,714.56 | -11.85% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 2,300 | $495,804.99 | $417,588 | -$78,216.99 | -15.78% |
| JNM Jay Nelsen Myers Treynor Bancshares Inc. | 20,936 | $1.9M | $3.8M | $1.9M | 100.44% |
Kimberly Cappellano Private Wealth Asset Management LLC | 83 | $17,065 | $16,558.5 | -$506.5 | -2.97% |
| SS Sandra Stickney Collaborative Wealth Managment Inc. | 2,660 | $487,350.16 | $482,949.6 | -$4,400.56 | -0.9% |
Nathan C. Goodman Family Investment Center Inc. | 1,134 | $232,245.75 | $205,889.04 | -$26,356.71 | -11.35% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 1,044 | $177,089.36 | $189,548.64 | $12,459.28 | 7.04% |
Lynn A. Jackson Dopkins Wealth Management LLC | 1,720 | $222,688.4 | $312,283.2 | $89,594.8 | 40.23% |
Timothy J. Landolt Endowment Wealth Management Inc. | 2,141 | $229,707.13 | $388,719.96 | $159,012.83 | 69.22% |