| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJQ Thomas J. Queeney Piscataqua Savings Bank | 1,100 | $40,161 | $35,497 | -$4,664 | -11.61% |
| YA Yinka Akinsola Blue Trust Inc. | 1,920 | $65,722.16 | $61,958.4 | -$3,763.76 | -5.73% |
| DG Dana Glandien Siemens Fonds Invest GmbH | 6,628 | $238,068.54 | $230,323 | -$7,745.54 | -3.25% |
Loraine Ell Better Money Decisions LLC | 15,021 | $498,246.57 | $484,727.67 | -$13,518.9 | -2.71% |
Stefan Dawidowski Mayar Capital Ltd. | 258,200 | $7M | $8.33M | $1.33M | 18.97% |
Jeff Ameen Spire Wealth Management | 1,131 | $44,757.99 | $36,497.37 | -$8,260.62 | -18.46% |
Drew Waldron Canvas Wealth Advisors LLC | 12,399 | $344,940.18 | $400,115.73 | $55,175.55 | 16% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 19,503 | $781,074.83 | $629,361.81 | -$151,713.02 | -19.42% |
Erin Lavelle Flight Deck Capita LLP | 236,062 | $5.87M | $8.2M | $2.33M | 39.64% |
| YW Yedi Wong Philosophy Capital Management LLC | 1.15M | $31.99M | $39.96M | $7.97M | 24.91% |
Joseph Castro Nuveen LLC | 1.32M | $43.09M | $47.22M | $4.14M | 9.6% |
| SK Samira Kadam Cherry Creek Investment Advisors Inc. | 19,411 | $597,196.32 | $626,392.97 | $29,196.65 | 4.89% |
Kimberly Cappellano Private Wealth Asset Management LLC | 35 | $927.86 | $1,249.15 | $321.29 | 34.63% |
Sima Elimelech Activest Wealth Management | 7 | $194.74 | $225.89 | $31.15 | 16% |
Brian Baylis Bell Investment Advisors Inc. | 116 | $3,349.16 | $3,999.68 | $650.52 | 19.42% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 16,524 | $549,126.51 | $533,229.48 | -$15,897.03 | -2.89% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 244,370 | $6.89M | $8.32M | $1.43M | 20.78% |
Andrew Endelman Independent Wealth Network Inc. | 10,788 | $300,122.16 | $348,128.76 | $48,006.6 | 16% |
Bobby Adusumilli SJS Investment Consulting Inc. | 311 | $11,060.57 | $10,035.97 | -$1,024.6 | -9.26% |
Andrew J. Whalen Whalen Wealth Management Inc. | 19,425 | $518,300.76 | $661,615.5 | $143,314.74 | 27.65% |