| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
SkyOak Wealth SkyOak Wealth LLC | 7,232 | $1.27M | $2.25M | $981,895.32 | 77.39% |
Adams Wealth Management Adams Wealth Management | 11,723 | $4.19M | $3.88M | -$309,353.05 | -7.39% |
Blue Zone Wealth Advisors Blue Zone Wealth Advisors LLC | 12,100 | $2.53M | $3.77M | $1.24M | 48.97% |
Pacific Capital Wealth Advisors Pacific Capital Wealth Advisors Inc. | 4,366 | $1.22M | $1.36M | $139,297.05 | 11.42% |
PAX Financial Group PAX Financial Group LLC | 3,658 | $1.01M | $1.18M | $170,198.79 | 16.92% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 11,601 | $3.85M | $3.86M | $9,597.8 | 0.25% |
Michael Corrigan Advocate Group LLC | 4,040 | $815,208.86 | $1.26M | $442,079.5 | 54.23% |
Daniel Russell Naviter Wealth LLC | 25,926 | $5.68M | $8.52M | $2.84M | 50.06% |
| RR rosemary richard WCG Wealth Advisors LLC | 66,884 | $27.12M | $22.9M | -$4.22M | -15.57% |
| TJQ Thomas J. Queeney Piscataqua Savings Bank | 4 | $1,778.88 | $1,244.84 | -$534.04 | -30.02% |
| YA Yinka Akinsola Blue Trust Inc. | 14,135 | $4.37M | $4.4M | $33,118.34 | 0.76% |
Jonathan J. Marshall Spectrum Investment Advisors Inc. | 1,380 | $611,951.16 | $426,213 | -$185,738.16 | -30.35% |
| DG Dana Glandien Siemens Fonds Invest GmbH | 70,714 | $19.48M | $24.21M | $4.73M | 24.29% |
Richard Zito Flynn Zito Capital Management LLC | 3,144 | $939,644.1 | $978,444.21 | $38,800.11 | 4.13% |
Loraine Ell Better Money Decisions LLC | 2,486 | $789,702.76 | $773,668.04 | -$16,034.72 | -2.03% |
Jeff Ameen Spire Wealth Management | 16,324 | $4.32M | $5.08M | $758,791.4 | 17.56% |
Drew Waldron Canvas Wealth Advisors LLC | 42,792 | $10.13M | $13.32M | $3.18M | 31.43% |
Michelle Dubey Yousif Capital Management LLC | 300,346 | $99.26M | $93.47M | -$5.79M | -5.83% |
Peter Platt Platt Investment Counsel LLC | 1,350 | $317,547 | $420,133.5 | $102,586.5 | 32.31% |
Daren Blonski Fermata Advisors LLC | 3,915 | $1.28M | $1.22M | -$59,686.67 | -4.67% |