| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RE Rod Ehrlich Wayfinding Financial LLC | 4,563 | $275,864.22 | $294,997.95 | $19,133.73 | 6.94% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 65,413 | $3.39M | $4.27M | $881,528.36 | 26% |
Paige Johnson Roth Pine Haven Investment Counsel Inc. | 3,561 | $215,974.65 | $232,568.91 | $16,594.26 | 7.68% |
Olalekan F. Adeduji Washington Trust Advisors Inc. | 4,887 | $304,665.38 | $319,169.97 | $14,504.59 | 4.76% |
Ashish Sharma DGS Capital Management LLC | 9,857 | $491,405.58 | $643,760.67 | $152,355.09 | 31% |
Nancy Kay Cross Staff Investments Inc. | 6,350 | $395,672.41 | $414,718.5 | $19,046.09 | 4.81% |
Brad Van Aken Agate Pass Investment Management LLC | 3,500 | $212,275 | $228,585 | $16,310 | 7.68% |
Matthew Liebman Amplius Wealth Advisors LLC | 3,477 | $200,344.74 | $227,082.87 | $26,738.13 | 13.35% |
Paul N. Clark Mi LLCapital Management LLC | 42,868 | $2.74M | $2.8M | $58,300.48 | 2.13% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 14,839 | $831,018.57 | $947,470.15 | $116,451.58 | 14.01% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 4,660 | $251,621.68 | $297,541 | $45,919.32 | 18.25% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 24,801 | $1.31M | $1.62M | $310,432.91 | 23.71% |
Patrick M. Markey Northcape Wealth Management LLC | 11,898 | $697,171.93 | $771,466.32 | $74,294.39 | 10.66% |
| JPM Justin P. Mason Keb Asset Management LLC | 600 | $34,572 | $39,186 | $4,614 | 13.35% |
Scott Ungar BlackDiamond Wealth Management LLC | 3,852 | $208,174.74 | $249,763.68 | $41,588.94 | 19.98% |
J. Adam Causey Jackson Thornton Wealth Management LLC | 21,395 | $1.15M | $1.37M | $221,199.07 | 19.21% |
| HC Harry Cowley Stonegate Investment Group LLC | 26,129 | $1.75M | $1.71M | -$41,075.3 | -2.35% |
Dominic Corabi Wedmont Private Capital | 17,170 | $989,033.96 | $1.12M | $132,338.74 | 13.38% |
| KWM Kolinsky Wealth Management LLC Kolinsky Wealth Management LLC | 3,609 | $204,125.04 | $235,703.79 | $31,578.75 | 15.47% |
| WCP Wick Capital Partners LLC Wick Capital Partners LLC | 14,034 | $838,007.52 | $896,070.9 | $58,063.38 | 6.93% |