| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 332,463 | $7.33M | $7.33M | $3,318.81 | 0.05% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 7,250 | $156,124.56 | $159,935 | $3,810.44 | 2.44% |
Daniel L. Lippincott Karpus Management Inc. | 211,237 | $4.48M | $4.64M | $157,741.56 | 3.52% |
| TJQ Thomas J. Queeney Piscataqua Savings Bank | 410 | $9,811.3 | $8,720.7 | -$1,090.6 | -11.12% |
Jeff Ameen Spire Wealth Management | 9,589 | $196,298.87 | $203,958.03 | $7,659.16 | 3.9% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 42,291 | $928,287.45 | $935,476.92 | $7,189.47 | 0.77% |
Olalekan F. Adeduji Washington Trust Advisors Inc. | 2,965 | $71,011.75 | $63,065.55 | -$7,946.2 | -11.19% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 28,734 | $580,163.71 | $630,998.64 | $50,834.93 | 8.76% |
Paul Elam Oak Harbor Wealth Partners LLC | 14,947 | $351,254.64 | $317,922.69 | -$33,331.95 | -9.49% |
Jonathan Straus Commons Capital LLC | 19,370 | $444,450.07 | $411,999.9 | -$32,450.17 | -7.3% |
Mark Fiskio Empirical Asset Management LLC | 13,011 | $275,035.69 | $287,282.88 | $12,247.19 | 4.45% |
Amanda Hawley Atria Wealth Solutions Inc. | 9,566 | $208,361.92 | $203,468.82 | -$4,893.1 | -2.35% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 1,068 | $25,759.59 | $22,716.36 | -$3,043.23 | -11.81% |
Bert D. Barre Colonial Trust Co. / SC | 17,764 | $423,494.2 | $391,873.84 | -$31,620.36 | -7.47% |
Denise Reinert CGC Financial Services, LLC | 3,002 | $63,342 | $63,852.54 | $510.54 | 0.81% |
Christopher C. Powers Farther Finance Advisors, LLC | 24,033 | $503,403.49 | $511,181.91 | $7,778.42 | 1.55% |
Owen McCabe Tyche Wealth Partners LLC | 26,439 | $495,274.48 | $562,357.53 | $67,083.05 | 13.54% |
Discipline Wealth Solutions LLC Discipline Wealth Solutions, LLC | 10,969 | $241,757 | $233,310.63 | -$8,446.37 | -3.49% |
Ashley Meredith Abel Hall, LLC | 19,000 | $418,760 | $404,130 | -$14,630 | -3.49% |
Douglas E. Morisoli Fairman Group, LLC | 13,000 | $283,139.98 | $276,510 | -$6,629.98 | -2.34% |