| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Curtis Ellergodt Rothschild Investment LLC | 12,379 | $147,755.58 | $152,756.86 | $5,001.28 | 3.38% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 349,927 | $4.48M | $4.38M | -$97,979.94 | -2.19% |
| PN Peter Nicholson First Bancorp Inc. /ME/ | 1,935 | $24,768 | $24,052.05 | -$715.95 | -2.89% |
| PER Paul E. Rasmussen SIT INVESTMENT ASSOCIATES Inc. | 166,656 | $1.95M | $2.07M | $121,636.96 | 6.24% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 126,547 | $1.59M | $1.57M | -$20,682.33 | -1.3% |
| WDW William Dudley Webb Jr. WORLD EQUITY GROUP Inc. | 23,250 | $285,211.62 | $288,300 | $3,088.38 | 1.08% |
Texas Capital Bancshares Inc. Texas Capital Bancshares Inc. | 9,036 | $111,052 | $112,046.4 | $994.4 | 0.9% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 32,782 | $405,305 | $409,119.36 | $3,814.36 | 0.94% |
Field & Main Bank Field & Main Bank | 866 | $13,371.04 | $10,729.74 | -$2,641.3 | -19.75% |
| YA Yinka Akinsola Blue Trust Inc. | 1,029 | $13,710.38 | $12,759.6 | -$950.78 | -6.93% |
Jeff Ameen Spire Wealth Management | 23,000 | $284,335 | $285,200 | $865 | 0.3% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 2.21M | $29.38M | $27.41M | -$1.97M | -6.7% |
| TCL Therese C.D. Linden Bank of New Hampshire | 4,945 | $88,317.7 | $61,318 | -$26,999.7 | -30.57% |
| BO Brian Oliveira Clear Street Group Inc. | 10,235 | $131,008 | $126,811.65 | -$4,196.35 | -3.2% |
| JSD Jeffrey S. Dabbs Kercheville Advisors LLC | 59,123 | $764,678.34 | $733,125.2 | -$31,553.14 | -4.13% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 1,608 | $20,582.4 | $20,067.84 | -$514.56 | -2.5% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 141,530 | $2.12M | $1.75M | -$369,116.27 | -17.38% |
Candace Cavalier Congress Wealth Management LLC / DE / | 10,450 | $128,117 | $129,580 | $1,463 | 1.14% |
Matt Shibata Morling Financial Advisors LLC | 11,411 | $151,215.52 | $140,811.74 | -$10,403.78 | -6.88% |
Nicholas Shaheen FSA Advisors Inc. | 90,453 | $1.11M | $1.12M | $13,875.03 | 1.25% |