| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
SkyOak Wealth SkyOak Wealth LLC | 4,171 | $224,983.74 | $272,408.01 | $47,424.27 | 21.08% |
Adams Wealth Management Adams Wealth Management | 14,065 | $692,776.23 | $911,974.6 | $219,198.37 | 31.64% |
Asio Capital Asio Capital LLC | 56,189 | $3.4M | $3.67M | $271,451.9 | 7.99% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 16,581 | $797,612.06 | $1.08M | $277,499.98 | 34.79% |
Michael Corrigan Advocate Group LLC | 160,303 | $10.65M | $10.47M | -$184,766.04 | -1.73% |
Daniel Russell Naviter Wealth LLC | 5,476 | $291,869.88 | $354,406.72 | $62,536.84 | 21.43% |
| RR rosemary richard WCG Wealth Advisors LLC | 43,889 | $2.28M | $2.8M | $523,818.81 | 22.99% |
| TJQ Thomas J. Queeney Piscataqua Savings Bank | 4,279 | $192,982.89 | $279,461.49 | $86,478.6 | 44.81% |
| YA Yinka Akinsola Blue Trust Inc. | 16,171 | $878,968.58 | $1.06M | $177,159.43 | 20.16% |
| DG Dana Glandien Siemens Fonds Invest GmbH | 76,062 | $4.41M | $4.86M | $449,771.7 | 10.21% |
Jeff Ameen Spire Wealth Management | 5,931 | $358,937.12 | $387,353.61 | $28,416.49 | 7.92% |
Drew Waldron Canvas Wealth Advisors LLC | 4,554 | $274,006.38 | $297,421.74 | $23,415.36 | 8.55% |
Michelle Dubey Yousif Capital Management LLC | 207,462 | $13.09M | $13.55M | $457,164.56 | 3.49% |
Peter Platt Platt Investment Counsel LLC | 8,525 | $491,210.5 | $556,767.75 | $65,557.25 | 13.35% |
Jason Kaplan Howard Capital Management Group LLC | 3,455 | $155,820.49 | $225,646.05 | $69,825.56 | 44.81% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 18,045 | $1.2M | $1.18M | -$16,669.72 | -1.39% |
John Nowicki LCM Capital Management Inc. | 8,930 | $554,624.31 | $583,218.3 | $28,593.99 | 5.16% |
Kyle P. Smith NewEdge Wealth LLC | 18,530 | $1.02M | $1.2M | $176,872.55 | 17.26% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 4,064 | $246,481.6 | $259,486.4 | $13,004.8 | 5.28% |
Jessica Clark Caerus Investment Advisors LLC | 22,359 | $1.19M | $1.43M | $241,503.05 | 20.36% |