| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 9,064 | $347,830.65 | $443,682.8 | $95,852.15 | 27.56% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 638,317 | $33.75M | $31.25M | -$2.51M | -7.43% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 1,055 | $35,681.68 | $51,642.25 | $15,960.57 | 44.73% |
| JS Jason Skolnick FIRST NATIONAL Corp. /MA/ /ADV | 98,807 | $2.95M | $4.8M | $1.85M | 62.64% |
John W. Rogers Jr Ariel Investment LLC | 16,671 | $779,377.16 | $814,878.48 | $35,501.32 | 4.56% |
| JK Jonathan Kolle SMITHBRIDGE ASSET MANAGEMENT Inc./DE | 4,408 | $233,074 | $215,771.6 | -$17,302.4 | -7.42% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 12,908 | $395,487.7 | $631,846.6 | $236,358.9 | 59.76% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 14,369 | $541,768.43 | $703,362.55 | $161,594.12 | 29.83% |
| YA Yinka Akinsola Blue Trust Inc. | 16 | $652.96 | $783.2 | $130.24 | 19.95% |
Donna Rittershausen Koss-Olinger Consulting LLC | 11,440 | $373,602.12 | $555,412 | $181,809.88 | 48.66% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 1.06M | $38.19M | $51.45M | $13.26M | 34.72% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 4,577 | $242,031.76 | $222,405.13 | -$19,626.63 | -8.11% |
Joseph Castro Nuveen LLC | 4,164 | $220,193 | $203,827.8 | -$16,365.2 | -7.43% |
Matthew Liebman Amplius Wealth Advisors LLC | 14,362 | $494,406.82 | $696,557 | $202,150.18 | 40.89% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 141,938 | $4.06M | $6.86M | $2.8M | 68.79% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 25,691 | $712,686.15 | $1.27M | $560,559.81 | 78.65% |
Barry Oliver Capital Performance Advisors LLP | 208,264 | $8.5M | $10.07M | $1.57M | 18.52% |
Arlie W. Green Fortress Wealth Management Inc. | 5,906 | $185,283.8 | $287,887.97 | $102,604.17 | 55.38% |
David Mailloux WealthCare Investment Partners LLC | 41,602 | $1.35M | $2.01M | $669,419.51 | 49.77% |
James Langer Redmont Wealth Advisors LLC | 1,495 | $47,447.58 | $72,313.15 | $24,865.57 | 52.41% |