| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
PAX Financial Group PAX Financial Group LLC | 1,592 | $225,500.77 | $258,970.64 | $33,469.87 | 14.84% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 4,483 | $592,924.6 | $661,735.63 | $68,811.03 | 11.61% |
Christian McGill CFC Planning Co. LLC | 1,681 | $268,809.37 | $273,448.27 | $4,638.9 | 1.73% |
Daniel Russell Naviter Wealth LLC | 13,685 | $2.04M | $2.3M | $261,873.36 | 12.87% |
| RR rosemary richard WCG Wealth Advisors LLC | 37,045 | $5.62M | $5.47M | -$150,367.6 | -2.68% |
| TJQ Thomas J. Queeney Piscataqua Savings Bank | 400 | $66,544 | $59,044 | -$7,500 | -11.27% |
| YA Yinka Akinsola Blue Trust Inc. | 9,945 | $1.52M | $1.47M | -$50,645.07 | -3.33% |
| DG Dana Glandien Siemens Fonds Invest GmbH | 57,736 | $8.83M | $8.52M | -$303,463.29 | -3.44% |
Jeff Ameen Spire Wealth Management | 3,583 | $612,872.15 | $528,886.63 | -$83,985.52 | -13.7% |
Michelle Dubey Yousif Capital Management LLC | 122,003 | $22.04M | $18.01M | -$4.03M | -18.29% |
| AL Acas LLC Acas LLC | 1,400 | $222,964 | $206,654 | -$16,310 | -7.32% |
Cole Holmlund Alaethes Wealth LLC | 1,583 | $193,828.63 | $233,666.63 | $39,838 | 20.55% |
| LWL Lauer Wealth LLC Lauer Wealth LLC | 1,656 | $294,934 | $244,442.16 | -$50,491.84 | -17.12% |
Jason Kaplan Howard Capital Management Group LLC | 9,960 | $1.37M | $1.47M | $104,502.62 | 7.65% |
| RWP Ridgecrest Wealth Partners LLC Ridgecrest Wealth Partners LLC | 1,638 | $301,090.77 | $266,453.46 | -$34,637.31 | -11.5% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 25,330 | $4.42M | $3.74M | -$681,066.58 | -15.41% |
John Nowicki LCM Capital Management Inc. | 7,772 | $1.17M | $1.15M | -$25,855.18 | -2.2% |
Kyle P. Smith NewEdge Wealth LLC | 303,026 | $47.64M | $50.87M | $3.23M | 6.78% |
| EBA Eagle Bay Advisors LLC Eagle Bay Advisors LLC | 1,762 | $261,657.53 | $260,088.82 | -$1,568.71 | -0.6% |
| CAL CSM Advisors LLC CSM Advisors LLC | 204,393 | $33.39M | $30.17M | -$3.22M | -9.64% |