| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Curtis Ellergodt Rothschild Investment LLC | 24,028 | $271,036 | $275,601.16 | $4,565.16 | 1.68% |
Tom McDonald Richards, MERRILL & PETERSON Inc. | 17,459 | $196,938 | $200,254.73 | $3,316.73 | 1.68% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 64,706 | $770,008 | $751,883.72 | -$18,124.28 | -2.35% |
| PN Peter Nicholson First Bancorp Inc. /ME/ | 3,535 | $42,066.5 | $40,935.3 | -$1,131.2 | -2.69% |
| PER Paul E. Rasmussen SIT INVESTMENT ASSOCIATES Inc. | 994,190 | $11.82M | $11.54M | -$275,714.09 | -2.33% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 196 | $3,288.88 | $2,275.56 | -$1,013.32 | -30.81% |
Daniel L. Lippincott Karpus Management Inc. | 19.82M | $227.56M | $230.87M | $3.3M | 1.45% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 38,283 | $431,936.4 | $445,996.95 | $14,060.55 | 3.26% |
Jeff Ameen Spire Wealth Management | 13,336 | $150,974.4 | $152,963.92 | $1,989.52 | 1.32% |
Drew Waldron Canvas Wealth Advisors LLC | 40,827 | $460,914.82 | $468,285.69 | $7,370.87 | 1.6% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 2.31M | $26.3M | $26.5M | $196,646.4 | 0.75% |
Joseph Castro Nuveen LLC | 54,947 | $631,078.85 | $636,286.26 | $5,207.41 | 0.83% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 1.26M | $14.59M | $14.65M | $57,257.44 | 0.39% |
| LMJ Louis Melone Jr. Melone Private Wealth LLC | 55,060 | $621,076.8 | $631,538.2 | $10,461.4 | 1.68% |
| LWL Leo Wealth LLC Leo Wealth LLC | 251,331 | $2.84M | $2.88M | $47,753.57 | 1.68% |
Mark Fiskio Empirical Asset Management LLC | 14,856 | $179,609.04 | $172,329.6 | -$7,279.44 | -4.05% |
Craig Johnsen Fortitude Advisory Group LLC | 105,020 | $1.3M | $1.2M | -$99,079.96 | -7.6% |
| VMJ Victor Melfa Jr. MELFA WEALTH MANAGEMENT Inc. | 362,781 | $4.23M | $4.16M | -$67,246.93 | -1.59% |
Jesse Haller Compass Financial Group Inc./SD | 150,350 | $1.79M | $1.72M | -$67,926.84 | -3.79% |
David Bach River Street Advisors LLC | 50,618 | $569,858.86 | $580,588.46 | $10,729.6 | 1.88% |