| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Daniel Russell Naviter Wealth LLC | 8,489 | $2.42M | $2.33M | -$94,513.09 | -3.9% |
| TJQ Thomas J. Queeney Piscataqua Savings Bank | 3,614 | $1.1M | $978,093 | -$120,165.5 | -10.94% |
| YA Yinka Akinsola Blue Trust Inc. | 13,061 | $3.72M | $3.53M | -$189,400.11 | -5.09% |
Jonathan J. Marshall Spectrum Investment Advisors Inc. | 1,077 | $325,643.12 | $292,427.04 | -$33,216.08 | -10.2% |
| DG Dana Glandien Siemens Fonds Invest GmbH | 29,745 | $9.22M | $8.11M | -$1.11M | -11.99% |
Richard Zito Flynn Zito Capital Management LLC | 1,108 | $287,797.05 | $299,869.13 | $12,072.08 | 4.19% |
Jeff Ameen Spire Wealth Management | 5,977 | $1.6M | $1.62M | $19,033 | 1.19% |
Drew Waldron Canvas Wealth Advisors LLC | 3,275 | $906,519.12 | $886,346.03 | -$20,173.09 | -2.23% |
Michelle Dubey Yousif Capital Management LLC | 84,403 | $22.58M | $22.84M | $258,827.32 | 1.15% |
Eric Becker Guardian Wealth Advisors LLC | 933 | $277,580.69 | $255,642 | -$21,938.69 | -7.9% |
Cole Holmlund Alaethes Wealth LLC | 1,052 | $295,023.74 | $286,996.12 | -$8,027.62 | -2.72% |
Jason Kaplan Howard Capital Management Group LLC | 2,700 | $720,920.34 | $730,728.03 | $9,807.69 | 1.36% |
| RWP Ridgecrest Wealth Partners LLC Ridgecrest Wealth Partners LLC | 1,723 | $419,473.09 | $472,024.46 | $52,551.37 | 12.53% |
Donna Rittershausen Koss-Olinger Consulting LLC | 863 | $266,997.75 | $236,880.55 | -$30,117.2 | -11.28% |
Jennifer Easley Gitterman Wealth Management LLC | 979 | $279,945.09 | $264,956.57 | -$14,988.52 | -5.35% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 2,707 | $720,954.09 | $732,622.51 | $11,668.42 | 1.62% |
Melissa Tiscareno Bradley & Co. Private Wealth Management LLC | 734 | $164,973.56 | $201,471.98 | $36,498.42 | 22.12% |
John Nowicki LCM Capital Management Inc. | 3,042 | $710,412.58 | $823,286.91 | $112,874.33 | 15.89% |
Kyle P. Smith NewEdge Wealth LLC | 13,236 | $3.94M | $3.63M | -$310,841.35 | -7.88% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 1,303 | $375,690.2 | $355,471.43 | -$20,218.77 | -5.38% |