| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Keebeck Wealth Management Keebeck Wealth Management LLC | 35,122 | $3.27M | $3.04M | -$237,073.66 | -7.24% |
Michael Corrigan Advocate Group LLC | 31,581 | $2.53M | $2.73M | $199,907.73 | 7.9% |
Daniel Russell Naviter Wealth LLC | 41,158 | $2.24M | $3.59M | $1.35M | 60.15% |
| RR rosemary richard WCG Wealth Advisors LLC | 84,573 | $6.73M | $7.31M | $581,401.06 | 8.64% |
| TJQ Thomas J. Queeney Piscataqua Savings Bank | 6,684 | $560,252.88 | $577,831.8 | $17,578.92 | 3.14% |
| YA Yinka Akinsola Blue Trust Inc. | 27,410 | $1.81M | $2.37M | $563,498.78 | 31.2% |
| DG Dana Glandien Siemens Fonds Invest GmbH | 93,110 | $6.73M | $8.05M | $1.32M | 19.65% |
Jeff Ameen Spire Wealth Management | 10,747 | $614,428.4 | $929,078.15 | $314,649.75 | 51.21% |
Drew Waldron Canvas Wealth Advisors LLC | 2,931 | $234,916.82 | $253,384.95 | $18,468.13 | 7.86% |
Michelle Dubey Yousif Capital Management LLC | 377,612 | $18M | $32.64M | $14.64M | 81.36% |
Daren Blonski Fermata Advisors LLC | 10,124 | $766,016.68 | $875,219.8 | $109,203.12 | 14.26% |
Jason Kaplan Howard Capital Management Group LLC | 5,450 | $224,836 | $471,152.5 | $246,316.5 | 109.55% |
| RWP Ridgecrest Wealth Partners LLC Ridgecrest Wealth Partners LLC | 12,850 | $569,137.58 | $1.15M | $576,696.92 | 101.33% |
James Bennett Marathon Asset Management Ltd. | 113,444 | $5.71M | $9.81M | $4.1M | 71.74% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 11,029 | $894,289.79 | $953,457.05 | $59,167.26 | 6.62% |
Melissa Tiscareno Bradley & Co. Private Wealth Management LLC | 521 | $20,355.47 | $45,449.43 | $25,093.96 | 123.28% |
Kyle P. Smith NewEdge Wealth LLC | 773,121 | $48.05M | $67.44M | $19.39M | 40.35% |
Jonathan Guyton Cornerstone Wealth Advisors Inc. | 5,850 | $406,434.34 | $505,732.5 | $99,298.16 | 24.43% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 3,496 | $250,489.98 | $302,229.2 | $51,739.22 | 20.66% |
Derek Batts Union Heritage Capital LLC | 45,970 | $1.89M | $3.97M | $2.09M | 110.38% |