| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Winthrop Advisory Group Winthrop Advisory Group LLC | 1,964 | $230,770 | $219,732.32 | -$11,037.68 | -4.78% |
| TJQ Thomas J. Queeney Piscataqua Savings Bank | 160 | $15,342.4 | $17,900.8 | $2,558.4 | 16.68% |
| YA Yinka Akinsola Blue Trust Inc. | 2,199 | $199,540.97 | $246,024.12 | $46,483.15 | 23.3% |
Jeff Ameen Spire Wealth Management | 25,151 | $1.85M | $2.81M | $966,709.68 | 52.33% |
| AL Acas LLC Acas LLC | 10,386 | $784,155.9 | $1.16M | $377,829.78 | 48.18% |
Kyle P. Smith NewEdge Wealth LLC | 59,026 | $5.88M | $6.93M | $1.05M | 17.88% |
| EBA Eagle Bay Advisors LLC Eagle Bay Advisors LLC | 2,173 | $162,634.55 | $243,115.24 | $80,480.69 | 49.49% |
John Mezzasalma Mezzasalma Advisors LLC | 4,903 | $445,829.79 | $575,587.68 | $129,757.89 | 29.1% |
Alexandria Fry Dentgroup LLC | 5,294 | $449,332.26 | $592,292.72 | $142,960.46 | 31.82% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 12,155 | $1.06M | $1.36M | $298,044.09 | 28.07% |
| YL Yosef Levy Y.D. More Investments Ltd. | 680 | $46,682 | $76,078.4 | $29,396.4 | 62.97% |
Suzanne Cross JTC Employer Solutions Trustee Ltd | 2,360 | $190,994.8 | $264,036.8 | $73,042 | 38.24% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 94 | $6,737.36 | $10,516.72 | $3,779.36 | 56.1% |
Kimberly Cappellano Private Wealth Asset Management LLC | 11,565 | $963,133.37 | $1.35M | $390,665.53 | 40.56% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 8,003 | $859,089.08 | $945,474.42 | $86,385.34 | 10.06% |
Andrew Endelman Independent Wealth Network Inc. | 5,738 | $506,967.76 | $641,967.44 | $134,999.68 | 26.63% |
| VIA Vickerman Investment Advisors Inc. Vickerman Investment Advisors Inc. | 4,154 | $331,467.24 | $494,492.16 | $163,024.92 | 49.18% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 37,946 | $3.32M | $4.25M | $927,004.57 | 27.94% |
Marc Dacanay Geometric Wealth Advisors | 5,537 | $487,865.07 | $648,161.22 | $160,296.15 | 32.86% |
Matthew Liebman Amplius Wealth Advisors LLC | 2,881 | $251,748.93 | $322,326.28 | $70,577.35 | 28.03% |