| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 28,723 | $732,150 | $729,851.43 | -$2,298.57 | -0.31% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 500 | $12,385 | $12,735 | $350 | 2.83% |
| BR Bill Reuther SILVER OAK SECURITIES Inc.ORPORATED | 8,872 | $220,015.88 | $225,437.52 | $5,421.64 | 2.46% |
Jeff Ameen Spire Wealth Management | 35,686 | $817,172.71 | $919,271.36 | $102,098.65 | 12.49% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 43,996 | $1.03M | $1.13M | $107,745.94 | 10.51% |
John Mezzasalma Mezzasalma Advisors LLC | 12,987 | $288,727.18 | $329,545.12 | $40,817.94 | 14.14% |
Shawn M. McHugh WealthTrust Asset Management LLC | 8,588 | $212,724.76 | $221,226.88 | $8,502.12 | 4% |
Candace Cavalier Congress Wealth Management LLC / DE / | 25,221 | $603,538.53 | $649,692.96 | $46,154.43 | 7.65% |
James Langer Redmont Wealth Advisors LLC | 2,612 | $62,505.16 | $67,285.12 | $4,779.96 | 7.65% |
| PIL PFG Investments LLC PFG Investments LLC | 13,195 | $270,294.36 | $339,903.2 | $69,608.84 | 25.75% |
Christopher C. Powers Farther Finance Advisors, LLC | 282 | $6,640.64 | $7,264.32 | $623.68 | 9.39% |
Courtney Haddad Concurrent Investment Advisors, LLC | 9,980 | $247,504 | $257,084.8 | $9,580.8 | 3.87% |
Amir Har-El Savvy Advisors, Inc. | 21,743 | $514,438.01 | $560,099.68 | $45,661.67 | 8.88% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 125 | $2,957.14 | $3,220 | $262.86 | 8.89% |
| KSB Kennebec Savings Bank Kennebec Savings Bank | 200 | $4,644 | $5,152 | $508 | 10.94% |
Ameriflex Group Inc. Ameriflex Group Inc. | 500 | $12,400 | $12,750 | $350 | 2.82% |
William F. Blake PMG Family Office LLC | 29,205 | $724,456.32 | $752,320.8 | $27,864.48 | 3.85% |