| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
SkyOak Wealth SkyOak Wealth LLC | 1,836 | $196,160.9 | $415,945.8 | $219,784.9 | 112.04% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 18,993 | $3.05M | $4.3M | $1.26M | 41.31% |
Daniel Russell Naviter Wealth LLC | 2,642 | $537,514.37 | $601,530.53 | $64,016.16 | 11.91% |
| TJQ Thomas J. Queeney Piscataqua Savings Bank | 5,432 | $1.2M | $1.23M | $31,071.04 | 2.59% |
| YA Yinka Akinsola Blue Trust Inc. | 6,496 | $1.31M | $1.47M | $164,154.79 | 12.55% |
| DG Dana Glandien Siemens Fonds Invest GmbH | 23,987 | $5.1M | $5.39M | $284,069.35 | 5.57% |
Jeff Ameen Spire Wealth Management | 3,595 | $612,262.7 | $814,447.25 | $202,184.55 | 33.02% |
Michelle Dubey Yousif Capital Management LLC | 46,171 | $7.68M | $10.46M | $2.78M | 36.23% |
Cole Holmlund Alaethes Wealth LLC | 2,093 | $325,033.21 | $469,983.15 | $144,949.94 | 44.6% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 24,952 | $5.16M | $5.65M | $491,291.79 | 9.52% |
Melissa Tiscareno Bradley & Co. Private Wealth Management LLC | 26 | $3,977.48 | $5,919.42 | $1,941.94 | 48.82% |
Kyle P. Smith NewEdge Wealth LLC | 21,397 | $4.34M | $4.87M | $526,764.59 | 12.12% |
John P. Quinn Vermillion & White Wealth Management Group LLC | 1,176 | $262,107 | $262,930.08 | $823.08 | 0.31% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 4,194 | $900,820.58 | $960,467.94 | $59,647.36 | 6.62% |
Kasey Fegan Corsicana & Co. | 1,277 | $184,300.52 | $289,304.35 | $105,003.83 | 56.97% |
| YL Yosef Levy Y.D. More Investments Ltd. | 17,733 | $3.9M | $3.98M | $75,503.65 | 1.93% |
| TCL Therese C.D. Linden Bank of New Hampshire | 6,573 | $939,482.31 | $1.49M | $549,630.84 | 58.5% |
Joseph Castro Nuveen LLC | 1.36M | $312.45M | $308.45M | -$4M | -1.28% |
William Jeffrey Draper Strategic Planning Group LLC | 25,760 | $5.91M | $5.84M | -$74,377.18 | -1.26% |
Spencer Rand Five Oceans Advisors | 911 | $189,243.09 | $206,387.05 | $17,143.96 | 9.06% |