| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Pacific Capital Wealth Advisors Pacific Capital Wealth Advisors Inc. | 300 | $211,002.01 | $205,896 | -$5,106.01 | -2.42% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 329 | $203,413 | $232,596.42 | $29,183.42 | 14.35% |
Daniel Russell Naviter Wealth LLC | 866 | $466,323.68 | $614,132.53 | $147,808.85 | 31.7% |
| TJQ Thomas J. Queeney Piscataqua Savings Bank | 56 | $33,377.68 | $38,433.92 | $5,056.24 | 15.15% |
| YA Yinka Akinsola Blue Trust Inc. | 932 | $483,153.07 | $639,650.25 | $156,497.18 | 32.39% |
Richard Zito Flynn Zito Capital Management LLC | 880 | $354,165.72 | $603,961.61 | $249,795.89 | 70.53% |
Jeff Ameen Spire Wealth Management | 1,012 | $470,696.51 | $694,555.85 | $223,859.34 | 47.56% |
Drew Waldron Canvas Wealth Advisors LLC | 878 | $546,883.24 | $602,588.97 | $55,705.73 | 10.19% |
Michelle Dubey Yousif Capital Management LLC | 11,012 | $6.23M | $7.56M | $1.33M | 21.41% |
Daren Blonski Fermata Advisors LLC | 448 | $255,647.79 | $307,471.36 | $51,823.57 | 20.27% |
| KB Kristina Bentzen Paradigm, Strategies in Wealth Management LLC | 2,786 | $1.33M | $1.91M | $584,953.57 | 44.08% |
Jason Kaplan Howard Capital Management Group LLC | 615 | $294,529.65 | $422,086.81 | $127,557.16 | 43.31% |
| JAT Jeremiah Anthony Thisse Ashford Advisors LLC | 1,361 | $811,196.83 | $955,000.09 | $143,803.26 | 17.73% |
Donna Rittershausen Koss-Olinger Consulting LLC | 674 | $359,565.52 | $477,933.38 | $118,367.86 | 32.92% |
John Nowicki LCM Capital Management Inc. | 44,192 | $19.35M | $30.33M | $10.98M | 56.75% |
Kyle P. Smith NewEdge Wealth LLC | 759 | $458,089.64 | $538,206.88 | $80,117.24 | 17.49% |
John Ledford FWG Holdings LLC | 872 | $425,587.28 | $625,145.49 | $199,558.21 | 46.89% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 25,046 | $17.62M | $17.96M | $339,872.72 | 1.93% |
Alexandria Fry Dentgroup LLC | 904 | $533,610.32 | $620,433.29 | $86,822.97 | 16.27% |
Jason E. Archambault SK Wealth Management LLC | 2,608 | $1.49M | $1.86M | $363,450.83 | 24.35% |