| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 17,384 | $781,970 | $785,409.12 | $3,439.12 | 0.44% |
| PN Peter Nicholson First Bancorp Inc. /ME/ | 984 | $44,240.64 | $44,742.48 | $501.84 | 1.13% |
| SNS Steven N. Strauss DROMS STRAUSS ADVISORS Inc. /MO/ /ADV | 100,336 | $2.56M | $4.55M | $1.99M | 77.9% |
| BA Brook Anderson Cutler Investment Counsel LLC | 96,912 | $3.98M | $4.38M | $394,431.54 | 9.9% |
Joseph Castro Nuveen LLC | 6,243 | $280,832 | $282,058.74 | $1,226.74 | 0.44% |
Brian Baylis Bell Investment Advisors Inc. | 1,672 | $64,052.25 | $75,958.96 | $11,906.71 | 18.59% |
| SIM Studio Investment Management LLC Studio Investment Management LLC | 29,938 | $1.01M | $1.37M | $360,198.98 | 35.6% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 11,344 | $350,294.96 | $512,521.92 | $162,226.96 | 46.31% |
| NAP Norma Angelica Peralta Morales Virtus Family Office LLC | 30,937 | $1.36M | $1.4M | $45,989.89 | 3.39% |
Mariana Coli Dunhill Financial LLC | 359 | $12,018 | $16,309.37 | $4,291.37 | 35.71% |
Dana Anspach Sensible Money LLC | 12,387 | $369,031.29 | $562,741.41 | $193,710.12 | 52.49% |
John Shanley Aspect Partners, LLC | 11 | $367.73 | $500.61 | $132.88 | 36.14% |
Christopher C. Powers Farther Finance Advisors, LLC | 1,255 | $51,718.19 | $56,700.9 | $4,982.71 | 9.63% |
MICHAEL DE LUZ Williams & Novak, LLC | 10,720 | $349,164.6 | $491,833.6 | $142,669 | 40.86% |
James Rankin Modern Wealth Management, LLC | 44,363 | $1.54M | $2.01M | $474,717.64 | 30.85% |
Andy Bloom MB Generational Wealth, LLC | 7,206 | $296,239.1 | $326,575.92 | $30,336.82 | 10.24% |
Carol Smith Access Investment Management LLC | 4,675 | $151,844 | $212,732.13 | $60,888.13 | 40.1% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 315 | $13,662 | $14,310.45 | $648.45 | 4.75% |
Susan Sharin Efficient Frontier Advisors LLC | 9,228 | $300,448.87 | $419,181.9 | $118,733.03 | 39.52% |
Margaret Nickens Elm3 Financial Group, LLC | 7,869 | $324,830.72 | $361,029.72 | $36,199 | 11.14% |