| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| YL Yosef Levy Y.D. More Investments Ltd. | 7,085 | $782,893 | $1.14M | $354,851.72 | 45.33% |
| TCL Therese C.D. Linden Bank of New Hampshire | 300 | $30,387 | $46,758 | $16,371 | 53.88% |
Joseph Castro Nuveen LLC | 3,191 | $500,828 | $513,655.27 | $12,827.27 | 2.56% |
| JNM Jay Nelsen Myers Treynor Bancshares Inc. | 2,562 | $262,753.62 | $399,313.32 | $136,559.7 | 51.97% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 34,309 | $4.67M | $5.35M | $679,186.14 | 14.55% |
Suzanne Cross JTC Employer Solutions Trustee Ltd | 7,500 | $646,425 | $1.17M | $522,525 | 80.83% |
Hannah Tackett Penobscot Wealth Management | 1,342 | $210,626.9 | $209,164.12 | -$1,462.78 | -0.69% |
Spencer Rand Five Oceans Advisors | 5,215 | $525,833.74 | $812,809.9 | $286,976.16 | 54.58% |
S. Hardy Taylor Heritage Investment Group Inc. | 62,652 | $6.91M | $9.76M | $2.85M | 41.23% |
Richard Slavik Newbridge Financial Services Group Inc. | 132 | $15,327.77 | $21,416.34 | $6,088.57 | 39.72% |
| BO Brian Oliveira Clear Street Group Inc. | 44,449 | $6.86M | $7.18M | $318,839.68 | 4.65% |
Adam J. Peck Riverwater Partners LLC | 5,683 | $765,229.32 | $922,038.33 | $156,809.01 | 20.49% |
| KRB Kyle R. Bubeck Systelligence LLC | 114,772 | $15.82M | $17.89M | $2.07M | 13.06% |
Kimberly Cappellano Private Wealth Asset Management LLC | 336 | $46,476 | $54,085.92 | $7,609.92 | 16.37% |
Christina Forster Pazienza Guardian Partners Inc. | 31 | $4,865 | $4,831.66 | -$33.34 | -0.69% |
Cheryl Smith DB Fitzpatrick & Co Inc. | 4,019 | $570,400.04 | $626,401.34 | $56,001.3 | 9.82% |
| CMO Catherine M. O'Brien Boxwood Ventures Inc. | 61,434 | $7.79M | $9.92M | $2.13M | 27.41% |
| WB William Bromley Innova Wealth Partners | 3,196 | $461,064.06 | $498,128.56 | $37,064.5 | 8.04% |
Brian Baylis Bell Investment Advisors Inc. | 14 | $1,912.14 | $2,258.2 | $346.06 | 18.1% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 3,260 | $511,809 | $508,103.6 | -$3,705.4 | -0.72% |