| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
SkyOak Wealth SkyOak Wealth LLC | 6,942 | $522,493.28 | $732,936.36 | $210,443.08 | 40.28% |
Blue Zone Wealth Advisors Blue Zone Wealth Advisors LLC | 17,534 | $1.66M | $1.85M | $196,103.22 | 11.85% |
Pacific Capital Wealth Advisors Pacific Capital Wealth Advisors Inc. | 6,546 | $549,217.96 | $691,126.68 | $141,908.72 | 25.84% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 2,491 | $223,100.88 | $269,052.91 | $45,952.03 | 20.6% |
Joshua Fremed Lepercq De Neuflize Asset Management LLC | 183,230 | $13.85M | $19.88M | $6.03M | 43.5% |
| RR rosemary richard WCG Wealth Advisors LLC | 20,410 | $2.03M | $2.22M | $185,244.3 | 9.12% |
| TJQ Thomas J. Queeney Piscataqua Savings Bank | 4,666 | $435,664.42 | $492,636.28 | $56,971.86 | 13.08% |
| YA Yinka Akinsola Blue Trust Inc. | 24,037 | $1.91M | $2.54M | $624,608.52 | 32.65% |
Scott V. Beechert Granby Capital Management LLC | 100,000 | $8.17M | $10.86M | $2.69M | 32.93% |
Jeff Ameen Spire Wealth Management | 126,219 | $9.91M | $13.33M | $3.42M | 34.46% |
Drew Waldron Canvas Wealth Advisors LLC | 2,415 | $215,948.49 | $254,975.7 | $39,027.21 | 18.07% |
Michelle Dubey Yousif Capital Management LLC | 193,282 | $18.2M | $20.41M | $2.2M | 12.1% |
| AL Acas LLC Acas LLC | 28,600 | $2.05M | $3.02M | $966,594.04 | 47.08% |
| JAT Jeremiah Anthony Thisse Ashford Advisors LLC | 35,040 | $2.22M | $3.76M | $1.54M | 69.29% |
Donna Rittershausen Koss-Olinger Consulting LLC | 4,763 | $395,390.99 | $514,451.63 | $119,060.64 | 30.11% |
Melissa Tiscareno Bradley & Co. Private Wealth Management LLC | 42 | $4,033.26 | $4,536.42 | $503.16 | 12.48% |
John Nowicki LCM Capital Management Inc. | 76,825 | $5.68M | $8.11M | $2.43M | 42.83% |
Kyle P. Smith NewEdge Wealth LLC | 533,044 | $41.61M | $57.57M | $15.96M | 38.36% |
Mack, Connie Clarity Financial LLC | 7,762 | $591,631.17 | $819,511.96 | $227,880.79 | 38.52% |
Jonathan Guyton Cornerstone Wealth Advisors Inc. | 3,620 | $284,794.5 | $382,199.6 | $97,405.1 | 34.2% |