| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TCL Therese C.D. Linden Bank of New Hampshire | 4,694 | $143,260.88 | $104,394.56 | -$38,866.32 | -27.13% |
Joseph Castro Nuveen LLC | 1.33M | $17.28M | $31.57M | $14.29M | 82.69% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 9,860 | $232,894 | $219,286.4 | -$13,607.6 | -5.84% |
Brian Baylis Bell Investment Advisors Inc. | 438 | $8,688.22 | $10,446.3 | $1,758.08 | 20.24% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 2.58M | $31.78M | $61.52M | $29.74M | 93.56% |
| JB John Brim Smith Group Asset Management LLC | 118,820 | $719,383.1 | $2.79M | $2.07M | 287.16% |
Bobby Adusumilli SJS Investment Consulting Inc. | 627 | $14,839.38 | $14,953.95 | $114.57 | 0.77% |
Kea Molnar Cromwell Holdings LLC | 7,095 | $59,030 | $165,348.97 | $106,318.97 | 180.11% |
| ABL Alan B. Lancz & Associates Inc. Alan B Lancz & Associates Inc. | 15,200 | $72,504 | $338,048 | $265,544 | 366.25% |
Ashish Sharma DGS Capital Management LLC | 35,961 | $539,377.82 | $799,772.64 | $260,394.82 | 48.28% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 6,139 | $156,433.56 | $136,531.36 | -$19,902.2 | -12.72% |
Kevin Mandy Mudita Advisors LLP | 174,335 | $2.1M | $4.03M | $1.93M | 91.83% |
Albert Luong Canoe Financia LLP | 116,586 | $2.12M | $2.77M | $651,155.72 | 30.71% |
Clint Dunn Beaird Harris Wealth Management LLC | 1,062 | $4,360.27 | $24,202.98 | $19,842.71 | 455.08% |
Samantha Pierangeli City State Bank | 600 | $5,916 | $13,902 | $7,986 | 134.99% |
W. Travis McKinney HB Wealth Management LLC | 10,952 | $300,452.6 | $261,205.2 | -$39,247.4 | -13.06% |
| MC mike Chen Byrne Asset Management LLC | 32,297 | $777,711.76 | $718,285.28 | -$59,426.48 | -7.64% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 10,643 | $255,857.72 | $236,700.32 | -$19,157.4 | -7.49% |
Missy Straw Nilsine Partners LLC | 17,961 | $534,990.74 | $399,452.64 | -$135,538.1 | -25.33% |
Dalila Toledo Ascent Group LLC | 23,178 | $308,474.04 | $537,034.26 | $228,560.22 | 74.09% |