| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Schwarz Dygos Wheeler Investment Schwarz Dygos Wheeler Investment Advisors LLC | 760 | $228,342.01 | $229,185.6 | $843.59 | 0.37% |
Austin Private Wealth Austin Private Wealth LLC | 889 | $191,837.31 | $258,876.81 | $67,039.5 | 34.95% |
SkyOak Wealth SkyOak Wealth LLC | 2,732 | $512,583.68 | $795,558.43 | $282,974.75 | 55.21% |
Asio Capital Asio Capital LLC | 1,484 | $271,170.89 | $432,140.81 | $160,969.92 | 59.36% |
Pacific Capital Wealth Advisors Pacific Capital Wealth Advisors Inc. | 9,982 | $2.21M | $2.91M | $697,409.88 | 31.57% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 10,233 | $2.04M | $2.98M | $944,128.08 | 46.38% |
Michael Corrigan Advocate Group LLC | 1,593 | $269,790.48 | $463,881.62 | $194,091.14 | 71.94% |
| RR rosemary richard WCG Wealth Advisors LLC | 24,921 | $6.14M | $7.26M | $1.12M | 18.2% |
| TJQ Thomas J. Queeney Piscataqua Savings Bank | 1,373 | $332,211.08 | $399,817.61 | $67,606.53 | 20.35% |
| YA Yinka Akinsola Blue Trust Inc. | 5,211 | $1.23M | $1.52M | $286,010.69 | 23.23% |
Richard Zito Flynn Zito Capital Management LLC | 1,398 | $286,989.28 | $407,097.61 | $120,108.33 | 41.85% |
Jeff Ameen Spire Wealth Management | 20,445 | $4.09M | $5.95M | $1.86M | 45.44% |
Drew Waldron Canvas Wealth Advisors LLC | 1,035 | $221,264.51 | $301,392.01 | $80,127.5 | 36.21% |
Eric Becker Guardian Wealth Advisors LLC | 74,847 | $14.09M | $22.44M | $8.34M | 59.21% |
Peter Platt Platt Investment Counsel LLC | 32,625 | $8.05M | $9.5M | $1.45M | 18% |
Daren Blonski Fermata Advisors LLC | 3,344 | $641,628.84 | $973,772.83 | $332,143.99 | 51.77% |
Donna Rittershausen Koss-Olinger Consulting LLC | 1,081 | $228,016.24 | $325,921.5 | $97,905.26 | 42.94% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 3,401 | $685,721.73 | $990,371.23 | $304,649.5 | 44.43% |
Melissa Tiscareno Bradley & Co. Private Wealth Management LLC | 100 | $17,840 | $30,150 | $12,310 | 69% |
John Nowicki LCM Capital Management Inc. | 71,109 | $14.06M | $20.71M | $6.65M | 47.29% |