| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
SkyOak Wealth SkyOak Wealth LLC | 6,044 | $228,765.4 | $268,051.4 | $39,286 | 17.17% |
Adams Wealth Management Adams Wealth Management | 72,343 | $2.88M | $3.15M | $273,992.83 | 9.51% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 12,492 | $429,474.94 | $538,779.96 | $109,305.02 | 25.45% |
| RR rosemary richard WCG Wealth Advisors LLC | 482,511 | $20.41M | $21.38M | $964,802.59 | 4.73% |
| TJQ Thomas J. Queeney Piscataqua Savings Bank | 600 | $26,166 | $26,610 | $444 | 1.7% |
| YA Yinka Akinsola Blue Trust Inc. | 3,862 | $157,263.42 | $171,279.7 | $14,016.28 | 8.91% |
Scott V. Beechert Granby Capital Management LLC | 130,000 | $4.43M | $5.76M | $1.33M | 30.03% |
Jeff Ameen Spire Wealth Management | 131,824 | $4.63M | $5.85M | $1.22M | 26.4% |
| KB Kristina Bentzen Paradigm, Strategies in Wealth Management LLC | 13,685 | $442,360.13 | $606,929.75 | $164,569.62 | 37.2% |
| LWL Lauer Wealth LLC Lauer Wealth LLC | 6,286 | $287,207 | $278,784.1 | -$8,422.9 | -2.93% |
| RWP Ridgecrest Wealth Partners LLC Ridgecrest Wealth Partners LLC | 5,230 | $206,166.6 | $228,263.35 | $22,096.75 | 10.72% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 10,124 | $331,257.28 | $448,999.4 | $117,742.12 | 35.54% |
John Nowicki LCM Capital Management Inc. | 74,662 | $2.41M | $3.31M | $902,555.64 | 37.47% |
Kyle P. Smith NewEdge Wealth LLC | 36,760 | $1.4M | $1.6M | $205,545.24 | 14.71% |
Mack, Connie Clarity Financial LLC | 242,052 | $9.26M | $10.74M | $1.47M | 15.91% |
Hafeez Esmail Main Management Fund Advisors LLC | 2.93M | $132M | $129.74M | -$2.26M | -1.71% |
Erica Nortman Capitol Family Office Inc. | 289 | $11,392.38 | $12,817.15 | $1,424.77 | 12.51% |
Shad Lamm Keystone Wealth Services LLC | 6,084 | $279,194.76 | $265,536.18 | -$13,658.58 | -4.89% |
Dipen Mehta Invst LLC | 4,784 | $215,614.88 | $211,931.2 | -$3,683.68 | -1.71% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 9,775 | $414,479.07 | $426,776.5 | $12,297.43 | 2.97% |