| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Schwarz Dygos Wheeler Investment Schwarz Dygos Wheeler Investment Advisors LLC | 725 | $359,599.29 | $524,196.77 | $164,597.48 | 45.77% |
Austin Private Wealth Austin Private Wealth LLC | 2,634 | $1.02M | $1.81M | $796,889.94 | 78.49% |
SkyOak Wealth SkyOak Wealth LLC | 8,696 | $4.47M | $5.98M | $1.51M | 33.85% |
Blue Zone Wealth Advisors Blue Zone Wealth Advisors LLC | 58,547 | $20.83M | $40.28M | $19.45M | 93.4% |
Asio Capital Asio Capital LLC | 397 | $238,208.66 | $273,132.03 | $34,923.37 | 14.66% |
Pacific Capital Wealth Advisors Pacific Capital Wealth Advisors Inc. | 101,140 | $47.85M | $69.58M | $21.73M | 45.42% |
PAX Financial Group PAX Financial Group LLC | 1,710 | $825,984.32 | $1.23M | $400,598.66 | 48.5% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 5,125 | $1.35M | $3.69M | $2.35M | 174.54% |
Christian McGill CFC Planning Co. LLC | 378 | $278,359 | $271,139.4 | -$7,219.6 | -2.59% |
Daniel Russell Naviter Wealth LLC | 1,486 | $943,753.44 | $1.07M | $130,669.18 | 13.85% |
| RR rosemary richard WCG Wealth Advisors LLC | 31,183 | $14.54M | $22.8M | $8.26M | 56.81% |
| TJQ Thomas J. Queeney Piscataqua Savings Bank | 160 | $96,059.2 | $110,078.4 | $14,019.2 | 14.59% |
| YA Yinka Akinsola Blue Trust Inc. | 10,479 | $5.05M | $7.21M | $2.16M | 42.74% |
Richard Zito Flynn Zito Capital Management LLC | 1,072 | $316,981.31 | $737,525.27 | $420,543.96 | 132.67% |
Loraine Ell Better Money Decisions LLC | 524 | $214,831.74 | $360,506.75 | $145,675.01 | 67.81% |
Jeff Ameen Spire Wealth Management | 32,192 | $14.82M | $22.15M | $7.32M | 49.41% |
Drew Waldron Canvas Wealth Advisors LLC | 734 | $395,309.68 | $504,984.65 | $109,674.97 | 27.74% |
Eric Becker Guardian Wealth Advisors LLC | 14,909 | $5.53M | $10.69M | $5.17M | 93.45% |
Peter Platt Platt Investment Counsel LLC | 36,623 | $13.47M | $25.2M | $11.73M | 87.11% |
Daren Blonski Fermata Advisors LLC | 16,560 | $8.91M | $11.39M | $2.48M | 27.89% |