| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
PAX Financial Group PAX Financial Group LLC | 1,315 | $248,597.67 | $352,341.1 | $103,743.43 | 41.73% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 2,385 | $492,434.07 | $652,714.87 | $160,280.8 | 32.55% |
| TJQ Thomas J. Queeney Piscataqua Savings Bank | 1,332 | $390,942 | $354,924.71 | -$36,017.29 | -9.21% |
| YA Yinka Akinsola Blue Trust Inc. | 4,089 | $1.14M | $1.09M | -$48,479.17 | -4.26% |
| DG Dana Glandien Siemens Fonds Invest GmbH | 29,649 | $8.62M | $8.09M | -$531,293.79 | -6.16% |
Jeff Ameen Spire Wealth Management | 2,570 | $644,293.8 | $684,802.17 | $40,508.37 | 6.29% |
Michelle Dubey Yousif Capital Management LLC | 74,378 | $18.2M | $19.82M | $1.62M | 8.87% |
Eric Becker Guardian Wealth Advisors LLC | 1,296 | $285,084.63 | $350,036.63 | $64,952 | 22.78% |
Daren Blonski Fermata Advisors LLC | 1,189 | $325,954.7 | $316,820.93 | -$9,133.77 | -2.8% |
Marc Trottier Coerente Capital Management | 124,795 | $35.04M | $33.25M | -$1.79M | -5.11% |
Melissa Tiscareno Bradley & Co. Private Wealth Management LLC | 33 | $7,849.38 | $8,954.22 | $1,104.84 | 14.08% |
John Nowicki LCM Capital Management Inc. | 1,887 | $332,867.12 | $502,810 | $169,942.88 | 51.05% |
Kyle P. Smith NewEdge Wealth LLC | 9,241 | $2.35M | $2.51M | $153,561.24 | 6.52% |
Mack, Connie Clarity Financial LLC | 1,023 | $246,363.62 | $272,588.57 | $26,224.95 | 10.64% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 1,278 | $286,208.1 | $348,855.66 | $62,647.56 | 21.89% |
| EBA Eagle Bay Advisors LLC Eagle Bay Advisors LLC | 3,589 | $851,964.35 | $956,324.9 | $104,360.55 | 12.25% |
Matt Hunter Heartland Bank & Trust Co. | 4,865 | $1.06M | $1.31M | $249,536.64 | 23.52% |
Daniel Cesta Pinnacle Wealth Management Group Inc. | 1,612 | $496,872.55 | $429,533.5 | -$67,339.05 | -13.55% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 10,155 | $2.84M | $2.74M | -$95,555.44 | -3.37% |
Kasey Fegan Corsicana & Co. | 64 | $15,306.5 | $17,053.44 | $1,746.94 | 11.41% |