| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
SkyOak Wealth SkyOak Wealth LLC | 3,974 | $403,017.68 | $414,170.28 | $11,152.6 | 2.77% |
Adams Wealth Management Adams Wealth Management | 3,536 | $360,642.09 | $369,441.28 | $8,799.19 | 2.44% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 2,144 | $230,480 | $224,519.68 | -$5,960.32 | -2.59% |
Michael Corrigan Advocate Group LLC | 65,490 | $9.72M | $6.83M | -$2.9M | -29.8% |
Christian McGill CFC Planning Co. LLC | 23,279 | $2.69M | $2.51M | -$178,180.71 | -6.64% |
| TJQ Thomas J. Queeney Piscataqua Savings Bank | 250 | $20,882.5 | $26,055 | $5,172.5 | 24.77% |
| YA Yinka Akinsola Blue Trust Inc. | 5,619 | $614,156.07 | $585,612.18 | -$28,543.89 | -4.65% |
| DG Dana Glandien Siemens Fonds Invest GmbH | 28,187 | $3.61M | $2.95M | -$663,143.88 | -18.38% |
Stefan Dawidowski Mayar Capital Ltd. | 83,220 | $13.56M | $8.67M | -$4.88M | -36.02% |
Jeff Ameen Spire Wealth Management | 2,441 | $242,156.03 | $254,401.02 | $12,244.99 | 5.06% |
Drew Waldron Canvas Wealth Advisors LLC | 2,228 | $239,510 | $232,202.16 | -$7,307.84 | -3.05% |
Michelle Dubey Yousif Capital Management LLC | 92,527 | $19.55M | $9.64M | -$9.91M | -50.68% |
Jason Kaplan Howard Capital Management Group LLC | 18 | $1,816.92 | $1,875.96 | $59.04 | 3.25% |
Rajesh Chelapurath Ceera Investments LLC | 14,160 | $1.61M | $1.53M | -$89,829.65 | -5.56% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 6,153 | $827,366.58 | $641,265.66 | -$186,100.92 | -22.49% |
Melissa Tiscareno Bradley & Co. Private Wealth Management LLC | 21 | $3,833.34 | $2,194.08 | -$1,639.26 | -42.76% |
Kyle P. Smith NewEdge Wealth LLC | 20,899 | $2.36M | $2.18M | -$176,203.13 | -7.47% |
Mack, Connie Clarity Financial LLC | 3,933 | $386,962.37 | $409,897.26 | $22,934.89 | 5.93% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 2,073 | $205,454.01 | $216,628.5 | $11,174.49 | 5.44% |
Matthew Carney Nfj Investment Group LLC | 122,914 | $12.76M | $12.87M | $112,480.68 | 0.88% |