| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Pacific Capital Wealth Advisors Pacific Capital Wealth Advisors Inc. | 31,546 | $6.56M | $6.94M | $373,746.41 | 5.69% |
PAX Financial Group PAX Financial Group LLC | 3,151 | $618,226.2 | $693,062.45 | $74,836.25 | 12.1% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 11,629 | $1.11M | $2.62M | $1.5M | 134.83% |
Michael Corrigan Advocate Group LLC | 13,220 | $2.24M | $2.91M | $670,353.62 | 29.96% |
Daniel Russell Naviter Wealth LLC | 2,719 | $594,509.32 | $609,898.89 | $15,389.57 | 2.59% |
| RR rosemary richard WCG Wealth Advisors LLC | 12,953 | $2.54M | $2.95M | $405,817.49 | 15.97% |
| TJQ Thomas J. Queeney Piscataqua Savings Bank | 160 | $29,838.4 | $35,192 | $5,353.6 | 17.94% |
| YA Yinka Akinsola Blue Trust Inc. | 39,287 | $6.39M | $8.64M | $2.25M | 35.13% |
Richard Zito Flynn Zito Capital Management LLC | 1,047 | $185,046.78 | $230,287.65 | $45,240.87 | 24.45% |
Jeff Ameen Spire Wealth Management | 110,697 | $15.45M | $24.35M | $8.9M | 57.57% |
Drew Waldron Canvas Wealth Advisors LLC | 9,207 | $1.55M | $2.03M | $471,913.72 | 30.38% |
Daren Blonski Fermata Advisors LLC | 14,185 | $2.51M | $3.12M | $609,897.16 | 24.3% |
| AL Acas LLC Acas LLC | 14,553 | $2.1M | $3.2M | $1.1M | 52.07% |
Cole Holmlund Alaethes Wealth LLC | 1,171 | $229,750.2 | $266,437.63 | $36,687.43 | 15.97% |
Rajesh Chelapurath Ceera Investments LLC | 1,465 | $215,691.85 | $322,226.75 | $106,534.9 | 49.39% |
| JAT Jeremiah Anthony Thisse Ashford Advisors LLC | 4,293 | $737,832.25 | $944,245.35 | $206,413.1 | 27.98% |
Donna Rittershausen Koss-Olinger Consulting LLC | 1,118 | $182,627.68 | $250,795.35 | $68,167.67 | 37.33% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 246,833 | $43.41M | $54.29M | $10.88M | 25.07% |
Melissa Tiscareno Bradley & Co. Private Wealth Management LLC | 969 | $190,117.8 | $217,370.92 | $27,253.12 | 14.33% |
Kyle P. Smith NewEdge Wealth LLC | 241,853 | $35.07M | $54.25M | $19.19M | 54.71% |