| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AB Anthony Bruccoleri Equitable Holdings Inc. | 2,823 | $362,162.67 | $801,929.63 | $439,766.96 | 121.43% |
Private Capital Private Capital Management | 2,529 | $438,806.21 | $697,346.43 | $258,540.22 | 58.92% |
Field & Main Bank Field & Main Bank | 535 | $83,295.4 | $147,520.89 | $64,225.49 | 77.11% |
Winthrop Advisory Group Winthrop Advisory Group LLC | 766 | $228,321.63 | $211,216.83 | -$17,104.8 | -7.49% |
Vectors Research Management Vectors Research Management LLC | 6,284 | $675,783.74 | $1.73M | $1.06M | 156.41% |
Austin Private Wealth Austin Private Wealth LLC | 2,922 | $529,762.27 | $805,712.25 | $275,949.98 | 52.09% |
SkyOak Wealth SkyOak Wealth LLC | 3,085 | $396,431.05 | $850,657.87 | $454,226.82 | 114.58% |
PAX Financial Group PAX Financial Group LLC | 1,750 | $521,622.51 | $486,010 | -$35,612.51 | -6.83% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 20,876 | $3.61M | $5.76M | $2.15M | 59.42% |
Michael Corrigan Advocate Group LLC | 25,978 | $4.31M | $7.16M | $2.86M | 66.28% |
Christian McGill CFC Planning Co. LLC | 17,816 | $3.32M | $4.95M | $1.63M | 49.04% |
Daniel Russell Naviter Wealth LLC | 12,548 | $2.56M | $3.59M | $1.03M | 40.26% |
| TJQ Thomas J. Queeney Piscataqua Savings Bank | 5,557 | $1.02M | $1.53M | $511,299.51 | 50.08% |
| YA Yinka Akinsola Blue Trust Inc. | 13,498 | $2.62M | $3.72M | $1.1M | 41.93% |
Jonathan J. Marshall Spectrum Investment Advisors Inc. | 1,024 | $177,653.84 | $277,811.2 | $100,157.36 | 56.38% |
| DG Dana Glandien Siemens Fonds Invest GmbH | 46,958 | $8.26M | $12.95M | $4.69M | 56.79% |
Jeff Ameen Spire Wealth Management | 11,560 | $3.19M | $3.19M | $1,416.82 | 0.04% |
Drew Waldron Canvas Wealth Advisors LLC | 690 | $205,668.3 | $190,260.59 | -$15,407.71 | -7.49% |
Michelle Dubey Yousif Capital Management LLC | 102,026 | $19.07M | $28.13M | $9.06M | 47.54% |
Jason Kaplan Howard Capital Management Group LLC | 979 | $291,810.54 | $269,949.45 | -$21,861.09 | -7.49% |