| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 33,100 | $1.42M | $1.33M | -$80,747 | -5.7% |
Austin Private Wealth Austin Private Wealth LLC | 14,117 | $361,629.7 | $548,727.79 | $187,098.09 | 51.74% |
Drew Waldron Canvas Wealth Advisors LLC | 6,231 | $254,872.82 | $242,198.97 | -$12,673.85 | -4.97% |
Chris Williams Applied Capital LLC | 47,335 | $1.05M | $1.84M | $788,698.05 | 75.03% |
Joseph Castro Nuveen LLC | 6,732 | $287,928 | $269,918.19 | -$18,009.81 | -6.25% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 12,941 | $346,192.66 | $503,016.67 | $156,824.01 | 45.3% |
Rebecca Loeffler Corus Family Wealth Advisors | 55,570 | $1.68M | $2.16M | $476,401.93 | 28.3% |
Olalekan F. Adeduji Washington Trust Advisors Inc. | 9,023 | $275,968.5 | $350,724.01 | $74,755.51 | 27.09% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 96 | $3,243.84 | $3,731.52 | $487.68 | 15.03% |
William Reid Culp III TAGStone Capital Inc. | 20,829 | $676,183.61 | $835,134.59 | $158,950.98 | 23.51% |
Arlie W. Green Fortress Wealth Management Inc. | 161,663 | $4.29M | $6.28M | $1.99M | 46.31% |
Michael Byun SageView Advisory Group LLC | 7,020 | $164,773.22 | $283,116.6 | $118,343.38 | 71.82% |
Allison Brooke Blake WorthPointe LLC | 28,565 | $923,731.45 | $1.11M | $186,590.1 | 20.2% |
Vito Collacuro Sutton Place Investors LLC | 18,139 | $472,651.8 | $705,062.93 | $232,411.13 | 49.17% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 141 | $4,772.25 | $5,754.21 | $981.96 | 20.58% |
Mark Meredith Meredith Wealth Planning | 104,333 | $2.67M | $4.06M | $1.38M | 51.78% |
Kellie Borror Daner Wealth Management LLC | 20,541 | $624,070.1 | $843,844.84 | $219,774.74 | 35.22% |
Nelson J. Lam LAM GROUP Inc. | 3,805 | $131,623.81 | $147,900.35 | $16,276.54 | 12.37% |
| TT Thaddeus Toal RCS Financial Planning LLC | 10,357 | $244,977.26 | $402,576.59 | $157,599.33 | 64.33% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 6,149 | $154,042.9 | $239,011.63 | $84,968.73 | 55.16% |