| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JM John Malone Amundi | 5.3M | $757.64M | $718.44M | -$39.2M | -5.17% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 7,633 | $1.04M | $1.04M | $725.13 | 0.07% |
Red Spruce Capital Red Spruce Capital LLC | 25,244 | $3.25M | $3.39M | $131,998.78 | 4.06% |
Pacific Capital Wealth Advisors Pacific Capital Wealth Advisors Inc. | 2,319 | $284,981.08 | $311,140.23 | $26,159.15 | 9.18% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 2,500 | $307,506.92 | $338,625 | $31,118.08 | 10.12% |
| TJQ Thomas J. Queeney Piscataqua Savings Bank | 2,444 | $340,180.36 | $327,911.48 | -$12,268.88 | -3.61% |
| YA Yinka Akinsola Blue Trust Inc. | 257 | $34,537.22 | $34,481.69 | -$55.53 | -0.16% |
| DG Dana Glandien Siemens Fonds Invest GmbH | 15,868 | $2.12M | $2.16M | $39,038.86 | 1.84% |
Jeff Ameen Spire Wealth Management | 196 | $26,731.85 | $26,297.32 | -$434.53 | -1.63% |
Michelle Dubey Yousif Capital Management LLC | 26,002 | $4.13M | $3.49M | -$644,876.86 | -15.6% |
Jennifer Easley Gitterman Wealth Management LLC | 6,595 | $900,499.72 | $884,851.15 | -$15,648.57 | -1.74% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 3,039 | $399,871.62 | $407,712.24 | $7,840.62 | 1.96% |
Kasey Fegan Corsicana & Co. | 9 | $1,252.71 | $1,207.53 | -$45.18 | -3.61% |
Joseph Castro Nuveen LLC | 404,490 | $57.78M | $54.79M | -$2.99M | -5.17% |
| MPM Mark P. Mennitt CenterBook Partners LP | 5,695 | $760,961.48 | $771,387.75 | $10,426.27 | 1.37% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 2,211 | $304,202.63 | $296,649.87 | -$7,552.76 | -2.48% |
Kimberly Cappellano Private Wealth Asset Management LLC | 52 | $7,670.96 | $7,043.4 | -$627.56 | -8.18% |
Sima Elimelech Activest Wealth Management | 371 | $48,823.79 | $49,777.07 | $953.28 | 1.95% |
Andrew J. Swenson ARS Wealth Advisors Group LLC | 2,200 | $306,042 | $295,174 | -$10,868 | -3.55% |
Troy Winegarner Strong Tower Advisory Services | 30,845 | $4.27M | $4.14M | -$135,460.1 | -3.17% |