| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Winthrop Advisory Group Winthrop Advisory Group LLC | 12,310 | $1.03M | $1.02M | -$11,079 | -1.07% |
Colton Groome Financial Advisors LLC Colton Groome Financial Advisors LLC | 3,773 | $228,234.65 | $312,593.05 | $84,358.4 | 36.96% |
Austin Private Wealth Austin Private Wealth LLC | 6,705 | $409,956.72 | $555,509.25 | $145,552.53 | 35.5% |
SkyOak Wealth SkyOak Wealth LLC | 19,218 | $1M | $1.59M | $589,080.93 | 58.72% |
Adams Wealth Management Adams Wealth Management | 83,265 | $5.08M | $7.1M | $2.01M | 39.62% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 6,907 | $399,750.72 | $585,920.81 | $186,170.09 | 46.57% |
Michael Corrigan Advocate Group LLC | 104,980 | $5.9M | $8.7M | $2.8M | 47.48% |
| RR rosemary richard WCG Wealth Advisors LLC | 12,823 | $944,116.12 | $1.1M | $154,494.4 | 16.36% |
| TJQ Thomas J. Queeney Piscataqua Savings Bank | 200 | $14,274 | $16,570 | $2,296 | 16.09% |
| YA Yinka Akinsola Blue Trust Inc. | 5,252 | $345,449.19 | $435,128.2 | $89,679.01 | 25.96% |
Scott V. Beechert Granby Capital Management LLC | 390,000 | $21.25M | $33.41M | $12.17M | 57.26% |
Jeff Ameen Spire Wealth Management | 42,083 | $2.45M | $3.49M | $1.04M | 42.27% |
Drew Waldron Canvas Wealth Advisors LLC | 5,000 | $375,500 | $414,250 | $38,750 | 10.32% |
Peter Platt Platt Investment Counsel LLC | 91,376 | $6.87M | $7.57M | $700,967.2 | 10.2% |
Daren Blonski Fermata Advisors LLC | 44,306 | $3.2M | $3.67M | $465,863.39 | 14.54% |
Melissa Tiscareno Bradley & Co. Private Wealth Management LLC | 6,563 | $398,242.84 | $559,364.49 | $161,121.65 | 40.46% |
Kyle P. Smith NewEdge Wealth LLC | 276,012 | $19.65M | $23.52M | $3.87M | 19.71% |
Jonathan Guyton Cornerstone Wealth Advisors Inc. | 3,008 | $202,197.76 | $249,212.8 | $47,015.04 | 23.25% |
| CAL CSM Advisors LLC CSM Advisors LLC | 3,036 | $184,163.76 | $260,109.3 | $75,945.54 | 41.24% |
Carrie Delgott Wescott Financial Advisory Group LLC | 14,804 | $927,997.69 | $1.23M | $298,513.71 | 32.17% |