| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 9,064 | $347,830.65 | $429,542.96 | $81,712.31 | 23.49% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 638,317 | $33.75M | $31.63M | -$2.12M | -6.28% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 1,055 | $35,681.68 | $53,298.6 | $17,616.92 | 49.37% |
| JS Jason Skolnick FIRST NATIONAL Corp. /MA/ /ADV | 98,807 | $2.95M | $4.68M | $1.73M | 58.75% |
John W. Rogers Jr Ariel Investment LLC | 16,671 | $779,377.16 | $847,970.41 | $68,593.25 | 8.8% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 14,369 | $541,768.43 | $730,879.18 | $189,110.75 | 34.91% |
| YA Yinka Akinsola Blue Trust Inc. | 374 | $15,262.94 | $17,723.86 | $2,460.92 | 16.12% |
Donna Rittershausen Koss-Olinger Consulting LLC | 11,440 | $373,602.12 | $566,623.2 | $193,021.08 | 51.66% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 1.01M | $35.75M | $47.8M | $12.05M | 33.71% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 4,577 | $242,031.76 | $224,890.89 | -$17,140.87 | -7.08% |
Joseph Castro Nuveen LLC | 4,164 | $220,193 | $204,743.88 | -$15,449.12 | -7.02% |
Matthew Liebman Amplius Wealth Advisors LLC | 14,362 | $494,406.82 | $680,615.18 | $186,208.36 | 37.66% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 141,938 | $4.06M | $7.22M | $3.16M | 77.68% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 28,584 | $792,914.75 | $1.35M | $561,681.01 | 70.84% |
Barry Oliver Capital Performance Advisors LLP | 208,264 | $8.5M | $10.59M | $2.09M | 24.64% |
Arlie W. Green Fortress Wealth Management Inc. | 5,906 | $185,283.8 | $279,885.34 | $94,601.54 | 51.06% |
David Mailloux WealthCare Investment Partners LLC | 41,602 | $1.35M | $2.06M | $715,389.72 | 53.18% |
James Langer Redmont Wealth Advisors LLC | 1,495 | $47,447.58 | $70,848.05 | $23,400.47 | 49.32% |
Allison Tronnes Forum Financial Management LP | 4,740 | $250,651.2 | $224,628.6 | -$26,022.6 | -10.38% |
Thomas Mason Mason & Associates Inc. | 89,549 | $2.84M | $4.24M | $1.4M | 49.27% |