| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Winthrop Advisory Group Winthrop Advisory Group LLC | 4,626 | $787,901.57 | $1.03M | $246,703.28 | 31.31% |
Vectors Research Management Vectors Research Management LLC | 21,277 | $3.02M | $4.76M | $1.74M | 57.68% |
Colton Groome Financial Advisors LLC Colton Groome Financial Advisors LLC | 1,023 | $170,017.83 | $228,793.94 | $58,776.11 | 34.57% |
Red Spruce Capital Red Spruce Capital LLC | 8,224 | $1.16M | $1.84M | $682,232.64 | 58.96% |
Austin Private Wealth Austin Private Wealth LLC | 5,667 | $1.05M | $1.27M | $217,015.54 | 20.66% |
SkyOak Wealth SkyOak Wealth LLC | 21,432 | $4.35M | $4.79M | $447,174.73 | 10.29% |
Adams Wealth Management Adams Wealth Management | 2,689 | $754,326.63 | $635,437.59 | -$118,889.04 | -15.76% |
Blue Zone Wealth Advisors Blue Zone Wealth Advisors LLC | 789 | $221,874.68 | $176,459.84 | -$45,414.84 | -20.47% |
Asio Capital Asio Capital LLC | 13,639 | $3.35M | $3.05M | -$297,169.79 | -8.88% |
Pacific Capital Wealth Advisors Pacific Capital Wealth Advisors Inc. | 1,014 | $169,866.72 | $226,781.09 | $56,914.37 | 33.51% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 3,097 | $756,315.6 | $731,852.07 | -$24,463.53 | -3.23% |
Michael Corrigan Advocate Group LLC | 36,351 | $5.07M | $8.13M | $3.06M | 60.42% |
Christian McGill CFC Planning Co. LLC | 14,120 | $3.43M | $3.32M | -$111,951.31 | -3.26% |
Daniel Russell Naviter Wealth LLC | 10,596 | $1.98M | $2.51M | $529,809.55 | 26.7% |
| RR rosemary richard WCG Wealth Advisors LLC | 13,507 | $3.92M | $3.17M | -$750,850.05 | -19.17% |
| TJQ Thomas J. Queeney Piscataqua Savings Bank | 2,932 | $827,293.12 | $655,741.77 | -$171,551.35 | -20.74% |
| YA Yinka Akinsola Blue Trust Inc. | 20,636 | $3.65M | $4.62M | $963,075.25 | 26.37% |
| DG Dana Glandien Siemens Fonds Invest GmbH | 26,561 | $5.74M | $6.23M | $488,339.43 | 8.51% |
Richard Zito Flynn Zito Capital Management LLC | 1,600 | $230,719.54 | $357,839.98 | $127,120.44 | 55.1% |
Jeff Ameen Spire Wealth Management | 12,099 | $1.7M | $2.71M | $1.01M | 59.2% |