| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Curtis Ellergodt Rothschild Investment LLC | 593 | $186,173.58 | $251,947.91 | $65,774.33 | 35.33% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 108,567 | $46.29M | $47.8M | $1.51M | 3.26% |
| SFH Sean F. Hanna Cambridge Associates LLC /MA/ /ADV | 14,597 | $4.12M | $6.46M | $2.34M | 56.63% |
| PB Patricia Buchholtz ECLECTIC ASSOCIATES Inc. /ADV | 1,003 | $351,518.32 | $426,144.61 | $74,626.29 | 21.23% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 1,098 | $315,777.99 | $481,857.3 | $166,079.31 | 52.59% |
| JS Jason Skolnick FIRST NATIONAL Corp. /MA/ /ADV | 2,902 | $426,361.84 | $1.23M | $806,610.9 | 189.18% |
| SFM Stephen F. Molyneaux HANOVER ADVISORS Inc. | 37,867 | $10.53M | $16.62M | $6.08M | 57.75% |
| NA Nizar Araji National Bank Of Canada /FI/ | 386 | $149,200.27 | $169,936.5 | $20,736.23 | 13.9% |
| BR Bill Reuther SILVER OAK SECURITIES Inc.ORPORATED | 5 | $1,853.4 | $2,201.45 | $348.05 | 18.78% |
| SR Shantelle Reidy Ironwood Investment Management LLC | 12,154 | $2.85M | $5.38M | $2.53M | 88.85% |
| LJB Laura J. Bornheimer GWN SECURITIES Inc. | 491 | $209,381 | $208,611.17 | -$769.83 | -0.37% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 17,815 | $4.45M | $7.88M | $3.43M | 77.17% |
Winthrop Advisory Group Winthrop Advisory Group LLC | 16,711 | $3.3M | $7.1M | $3.8M | 115.26% |
Red Spruce Capital Red Spruce Capital LLC | 2,375 | $508,051.9 | $1.01M | $501,014.35 | 98.61% |
SkyOak Wealth SkyOak Wealth LLC | 2,640 | $516,921.78 | $1.12M | $604,735.02 | 116.99% |
Daniel Russell Naviter Wealth LLC | 650 | $251,452.5 | $286,188.51 | $34,736.01 | 13.81% |
| YA Yinka Akinsola Blue Trust Inc. | 338 | $122,939.82 | $143,606.06 | $20,666.24 | 16.81% |
Jeff Ameen Spire Wealth Management | 1,402 | $372,579.07 | $595,667.74 | $223,088.67 | 59.88% |
| KB Kristina Bentzen Paradigm, Strategies in Wealth Management LLC | 474 | $202,113.6 | $201,388.38 | -$725.22 | -0.36% |
| JAT Jeremiah Anthony Thisse Ashford Advisors LLC | 1,583 | $555,633 | $672,569.21 | $116,936.21 | 21.05% |