| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Blue Zone Wealth Advisors Blue Zone Wealth Advisors LLC | 3,165 | $301,247.88 | $351,948 | $50,700.12 | 16.83% |
Asio Capital Asio Capital LLC | 3,409 | $290,404.08 | $379,080.8 | $88,676.72 | 30.54% |
Pacific Capital Wealth Advisors Pacific Capital Wealth Advisors Inc. | 5,260 | $270,148.02 | $584,912 | $314,763.98 | 116.52% |
PAX Financial Group PAX Financial Group LLC | 4,403 | $224,640.81 | $491,154.65 | $266,513.84 | 118.64% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 28,339 | $1.54M | $3.15M | $1.61M | 104.42% |
Michael Corrigan Advocate Group LLC | 21,674 | $898,011.33 | $2.41M | $1.51M | 168.39% |
Daniel Russell Naviter Wealth LLC | 91,065 | $7.03M | $10.19M | $3.15M | 44.82% |
| RR rosemary richard WCG Wealth Advisors LLC | 140,280 | $10.61M | $15.6M | $4.99M | 47.06% |
| TJQ Thomas J. Queeney Piscataqua Savings Bank | 1,085 | $111,820.1 | $120,652 | $8,831.9 | 7.9% |
| YA Yinka Akinsola Blue Trust Inc. | 64,773 | $5.46M | $7.2M | $1.74M | 31.97% |
Terence Aquino Mane Global Capital Management LP | 3,170 | $393,967.6 | $352,504 | -$41,463.6 | -10.52% |
| DG Dana Glandien Siemens Fonds Invest GmbH | 178,548 | $17.13M | $19.85M | $2.73M | 15.91% |
Richard Zito Flynn Zito Capital Management LLC | 7,967 | $439,887.05 | $885,930.4 | $446,043.35 | 101.4% |
Jeff Ameen Spire Wealth Management | 141,149 | $9.17M | $15.7M | $6.53M | 71.22% |
Drew Waldron Canvas Wealth Advisors LLC | 25,809 | $1.78M | $2.87M | $1.09M | 61.51% |
Michelle Dubey Yousif Capital Management LLC | 461,299 | $22.52M | $51.3M | $28.78M | 127.8% |
Eric Becker Guardian Wealth Advisors LLC | 3,335 | $210,008.23 | $373,419.95 | $163,411.72 | 77.81% |
Daren Blonski Fermata Advisors LLC | 9,546 | $1.04M | $1.06M | $20,311.41 | 1.95% |
Cole Holmlund Alaethes Wealth LLC | 4,056 | $215,139.5 | $451,027.2 | $235,887.7 | 109.64% |
Jason Kaplan Howard Capital Management Group LLC | 13,739 | $743,395.59 | $1.53M | $784,381.21 | 105.51% |