| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 134,983 | $6.48M | $6.49M | $15,470.96 | 0.24% |
| CE Curtis Ellergodt Rothschild Investment LLC | 1,695 | $81,254.18 | $81,521.02 | $266.84 | 0.33% |
| SFH Sean F. Hanna Cambridge Associates LLC /MA/ /ADV | 14,033 | $678,495.55 | $674,846.97 | -$3,648.58 | -0.54% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 17,909 | $840,382.68 | $861,333.35 | $20,950.67 | 2.49% |
| ME Matthew Ellis Planning Directions Inc | 95,634 | $4.63M | $4.6M | -$34,906.41 | -0.75% |
| RS Ramu Singh CALTON & ASSOCIATES Inc. | 10,260 | $499,923.86 | $493,454.7 | -$6,469.16 | -1.29% |
| JJ James Jones Sterling Investment Advisors LLC /ADV | 144,939 | $7.22M | $6.97M | -$249,409.41 | -3.45% |
| YA Yinka Akinsola Blue Trust Inc. | 5,912 | $278,809.92 | $284,329.36 | $5,519.44 | 1.98% |
Jeff Ameen Spire Wealth Management | 1,333 | $64,771.55 | $64,043.98 | -$727.57 | -1.12% |
| DR Donna Rittershausen Koss-Olinger Consulting LLC | 306,997 | $14.7M | $14.76M | $63,077.05 | 0.43% |
Carrie Delgott Wescott Financial Advisory Group LLC | 245,302 | $11.69M | $11.8M | $111,684.47 | 0.96% |
Alexandria Fry Dentgroup LLC | 55,045 | $2.66M | $2.65M | -$10,750.57 | -0.4% |
| TCL Therese C.D. Linden Bank of New Hampshire | 150 | $7,217.9 | $7,215.75 | -$2.15 | -0.03% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 32,164 | $1.57M | $1.55M | -$19,882.13 | -1.27% |
| MD Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 163,051 | $7.93M | $7.84M | -$88,891.23 | -1.12% |
| PJR Paige Johnson Roth Pine Haven Investment Counsel Inc. | 18,646 | $896,835.19 | $896,965.83 | $130.64 | 0.01% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 161 | $7,863.24 | $7,744.9 | -$118.34 | -1.5% |
Jeffrey Malcom Buttonwood Financial Advisors Inc. | 298,194 | $14.55M | $14.34M | -$202,652.62 | -1.39% |
Candace Cavalier Congress Wealth Management LLC / DE / | 32,406 | $1.57M | $1.56M | -$7,777.44 | -0.5% |
| TJ Taylor Jobe MKT Advisors LLC | 59,455 | $2.85M | $2.86M | $10,136.56 | 0.36% |