| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brian G. Wade Ardent Capital Management Inc. | 5,930 | $217,571.7 | $238,741.8 | $21,170.1 | 9.73% |
Bradley W. Clark Paladin Advisory Group LLC | 93 | $2,799.3 | $3,762.31 | $963.01 | 34.4% |
Olalekan F. Adeduji Washington Trust Advisors Inc. | 2,600 | $49,938.75 | $105,209 | $55,270.25 | 110.68% |
Russell Silberstein Carmel Capital Partners LLC | 10,606 | $485,754.8 | $431,823.29 | -$53,931.51 | -11.1% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 1,140 | $45,862.2 | $46,261.2 | $399 | 0.87% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 8,474 | $255,067.4 | $342,900.41 | $87,833.01 | 34.44% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 3,270 | $72,192.33 | $129,426.6 | $57,234.27 | 79.28% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 255 | $5,622.75 | $10,332.6 | $4,709.85 | 83.76% |
Katherine Saltonstall Sandy Cove Advisors LLC | 16,500 | $314,580 | $673,576.2 | $358,996.2 | 114.12% |
Penny A. Phillips Journey Strategic Wealth LLC | 4,921 | $225,381.8 | $199,128.26 | -$26,253.54 | -11.65% |
Ana-Maria Ignat Covestor Ltd | 51 | $2,433.72 | $2,069.58 | -$364.14 | -14.96% |
John Gorlow Cardiff Park Advisors LLC | 22,615 | $404,583.1 | $916,133.65 | $511,550.55 | 126.44% |
| JN John Nunn Paradigm Capital Management LLC/NV | 8,145 | $245,164.5 | $327,551.17 | $82,386.67 | 33.6% |
Brian Kellett Kellett Wealth Advisors LLC | 16,312 | $428,718.54 | $661,940.96 | $233,222.42 | 54.4% |
Allison Tronnes Forum Financial Management LP | 15,300 | $710,340 | $619,573.5 | -$90,766.5 | -12.78% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 7,570 | $193,101.9 | $306,585 | $113,483.1 | 58.77% |
| EM Erin Mccann Simplicity Wealth LLC | 45,623 | $1.61M | $1.84M | $226,112.91 | 14.05% |
Amanda Hawley Atria Wealth Solutions Inc. | 38,253 | $673,378.06 | $1.55M | $878,928.68 | 130.53% |
Michael Stulic Astoria Portfolio Advisors LLC | 17,768 | $685,999.26 | $719,515.16 | $33,515.9 | 4.89% |
Adam Schwallier Schwallier Wealth Management LLC | 24,114 | $970,106 | $970,106.22 | $0.22 | - |