| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CE Curtis Ellergodt Rothschild Investment LLC | 242 | $19,774.2 | $28,948.04 | $9,173.84 | 46.39% |
| TM Tom McDonald Richards, MERRILL & PETERSON Inc. | 1,038 | $103,302 | $124,124.04 | $20,822.04 | 20.16% |
| WH William Herlihy RESOURCES MANAGEMENT Corp. /CT/ /ADV | 975 | $95,374.5 | $116,629.5 | $21,255 | 22.29% |
| PN Peter Nicholson First Bancorp Inc. /ME/ | 7,807 | $696,004.2 | $933,951.41 | $237,947.21 | 34.19% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 13,425 | $1.31M | $1.6M | $290,569.98 | 22.21% |
| BS Bill Scoggins FIRST CITIZENS INVESTOR SERVICES Inc. | 63,184 | $6.18M | $7.55M | $1.37M | 22.2% |
| PP Philip Perry FLAGSTAR ADVISORS Inc. | 2,279 | $200,086.29 | $271,337.74 | $71,251.45 | 35.61% |
| LJB Laura J. Bornheimer GWN SECURITIES Inc. | 25,082 | $2.16M | $2.99M | $827,144.99 | 38.28% |
Austin Private Wealth Austin Private Wealth LLC | 55,410 | $4.53M | $6.6M | $2.07M | 45.74% |
SkyOak Wealth SkyOak Wealth LLC | 6,594 | $600,642.98 | $785,279.46 | $184,636.48 | 30.74% |
| YA Yinka Akinsola Blue Trust Inc. | 5,100 | $425,616.89 | $607,221.3 | $181,604.41 | 42.67% |
Jeff Ameen Spire Wealth Management | 1,525 | $124,445.49 | $181,566.5 | $57,121.01 | 45.9% |
Kyle P. Smith NewEdge Wealth LLC | 15,563 | $1.33M | $1.85M | $526,973.32 | 39.74% |
Jessica Clark Caerus Investment Advisors LLC | 6,188 | $616,055.31 | $736,897.98 | $120,842.67 | 19.62% |
| CAL CSM Advisors LLC CSM Advisors LLC | 379,911 | $32.54M | $45.24M | $12.7M | 39.04% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 2,326 | $227,529.32 | $277,584.84 | $50,055.52 | 22% |
| YL Yosef Levy Y.D. More Investments Ltd. | 1,900 | $172,628.79 | $226,746 | $54,117.21 | 31.35% |
Joseph Castro Nuveen LLC | 238,272 | $23.36M | $28.43M | $5.07M | 21.71% |
| SHT S. Hardy Taylor Heritage Investment Group Inc. | 87,765 | $7.17M | $10.47M | $3.3M | 45.98% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 3,403 | $413,192.26 | $405,161.18 | -$8,031.08 | -1.94% |