| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Keebeck Wealth Management Keebeck Wealth Management LLC | 141,240 | $3.24M | $3.17M | -$67,079.06 | -2.07% |
| RR rosemary richard WCG Wealth Advisors LLC | 20,967 | $488,186.57 | $470,709.15 | -$17,477.42 | -3.58% |
| TJQ Thomas J. Queeney Piscataqua Savings Bank | 2,607 | $60,273.84 | $58,527.15 | -$1,746.69 | -2.9% |
| YA Yinka Akinsola Blue Trust Inc. | 279,187 | $6.4M | $6.27M | -$128,099.95 | -2% |
Jeff Ameen Spire Wealth Management | 69,164 | $1.61M | $1.55M | -$55,855.6 | -3.47% |
Kyle P. Smith NewEdge Wealth LLC | 9,962 | $228,117.36 | $224,045.38 | -$4,071.98 | -1.79% |
John P. Quinn Vermillion & White Wealth Management Group LLC | 24,537 | $563,603.96 | $550,855.65 | -$12,748.31 | -2.26% |
Arthur Mallet Regency Capital Management Inc.\DE | 91,250 | $2.11M | $2.05M | -$60,825.98 | -2.88% |
Ben Rothwell Keystone Financial Services | 316,119 | $7.24M | $7.1M | -$145,794.75 | -2.01% |
Alexandria Fry Dentgroup LLC | 60,728 | $1.4M | $1.36M | -$40,687.76 | -2.9% |
Dipen Mehta Invst LLC | 277,566 | $6.36M | $6.23M | -$124,350.06 | -1.96% |
Matthew Fong Seldon Capita LLP | 11,600 | $277,240 | $260,420 | -$16,820 | -6.07% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 104,014 | $2.39M | $2.34M | -$58,319.17 | -2.44% |
Beatriz Gutierrez Junco CV Advisors LLC | 12,584 | $286,663.52 | $282,510.8 | -$4,152.72 | -1.45% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 58,933 | $1.34M | $1.32M | -$21,256.41 | -1.58% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 19,588 | $452,601.59 | $439,750.6 | -$12,850.99 | -2.84% |
Kevin B. Crawford JB Capital LLC | 1.54M | $35.37M | $34.67M | -$701,024.33 | -1.98% |
Richard Slavik Newbridge Financial Services Group Inc. | 1,000 | $22,910 | $22,450 | -$460 | -2.01% |
Jarrett Topel Topel & Distasi Wealth Management LLC | 687,708 | $16.89M | $15.47M | -$1.42M | -8.42% |
Kurt Van Dyken Lifeworks Advisors LLC | 1.14M | $26.21M | $25.56M | -$656,623.08 | -2.5% |