| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 17,384 | $781,970 | $821,741.68 | $39,771.68 | 5.09% |
| PN Peter Nicholson First Bancorp Inc. /ME/ | 984 | $44,240.64 | $46,232.75 | $1,992.11 | 4.5% |
| SNS Steven N. Strauss DROMS STRAUSS ADVISORS Inc. /MO/ /ADV | 271,931 | $7.51M | $12.85M | $5.34M | 71.17% |
Joseph Castro Nuveen LLC | 6,243 | $280,832 | $293,324.23 | $12,492.23 | 4.45% |
Brian Baylis Bell Investment Advisors Inc. | 1,672 | $64,052.25 | $79,027.08 | $14,974.83 | 23.38% |
| SIM Studio Investment Management LLC Studio Investment Management LLC | 29,938 | $1.01M | $1.36M | $348,822.54 | 34.47% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 11,249 | $345,934.46 | $511,267.05 | $165,332.59 | 47.79% |
| NAP Norma Angelica Peralta Morales Virtus Family Office LLC | 22,309 | $967,541.33 | $1.01M | $46,402.72 | 4.8% |
Mariana Coli Dunhill Financial LLC | 359 | $12,018 | $16,968.13 | $4,950.13 | 41.19% |
Dana Anspach Sensible Money LLC | 12,387 | $369,031.29 | $562,989.15 | $193,957.86 | 52.56% |
John Shanley Aspect Partners, LLC | 11 | $367.73 | $499.95 | $132.22 | 35.96% |
Christopher C. Powers Farther Finance Advisors, LLC | 1,255 | $51,718.19 | $57,039.75 | $5,321.56 | 10.29% |
MICHAEL DE LUZ Williams & Novak, LLC | 10,755 | $350,301.4 | $488,814.75 | $138,513.35 | 39.54% |
James Rankin Modern Wealth Management, LLC | 44,363 | $1.54M | $2.11M | $572,316.24 | 37.19% |
Andy Bloom MB Generational Wealth, LLC | 7,206 | $296,239.1 | $327,512.7 | $31,273.6 | 10.56% |
Carol Smith Access Investment Management LLC | 4,675 | $151,844 | $212,478.75 | $60,634.75 | 39.93% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 315 | $13,662 | $14,990.85 | $1,328.85 | 9.73% |
Susan Sharin Efficient Frontier Advisors LLC | 9,228 | $300,448.87 | $419,412.6 | $118,963.73 | 39.6% |
Margaret Nickens Elm3 Financial Group, LLC | 8,260 | $340,905.48 | $375,417 | $34,511.52 | 10.12% |
| BIL Beckerman Institutional LLC Beckerman Institutional LLC | 16,354 | $572,541.84 | $768,384.51 | $195,842.67 | 34.21% |