| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Austin Private Wealth Austin Private Wealth LLC | 14,117 | $361,629.7 | $563,268.3 | $201,638.6 | 55.76% |
Chris Williams Applied Capital LLC | 53,094 | $1.17M | $2.12M | $947,379.97 | 81.12% |
| MD Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 13,349 | $356,523.22 | $517,941.2 | $161,417.98 | 45.28% |
| RL Rebecca Loeffler Corus Family Wealth Advisors | 51,891 | $1.53M | $2.08M | $546,154.22 | 35.62% |
| OFA Olalekan F. Adeduji Washington Trust Advisors Inc. | 8,989 | $274,577.76 | $363,155.6 | $88,577.84 | 32.26% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 96 | $3,243.84 | $3,884.64 | $640.8 | 19.75% |
| WRC William Reid Culp III TAGStone Capital Inc. | 16,118 | $483,484.86 | $651,167.2 | $167,682.34 | 34.68% |
Arlie W. Green Fortress Wealth Management Inc. | 161,663 | $4.29M | $6.53M | $2.23M | 52.03% |
Michael Byun SageView Advisory Group LLC | 8,047 | $188,763.78 | $318,258.85 | $129,495.07 | 68.6% |
Allison Brooke Blake WorthPointe LLC | 31,204 | $1.01M | $1.23M | $225,279 | 22.33% |
| VC Vito Collacuro Sutton Place Investors LLC | 20,123 | $521,735.96 | $800,492.94 | $278,756.98 | 53.43% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 115 | $3,708.75 | $4,574.7 | $865.95 | 23.35% |
Mark Meredith Meredith Wealth Planning | 105,098 | $2.69M | $4.18M | $1.49M | 55.39% |
Kellie Borror Daner Wealth Management LLC | 17,879 | $514,468.69 | $711,226.62 | $196,757.93 | 38.24% |
| NJL Nelson J. Lam LAM GROUP Inc. | 3,465 | $117,082 | $139,379.62 | $22,297.62 | 19.04% |
| TT Thaddeus Toal RCS Financial Planning LLC | 11,197 | $264,856.93 | $443,961.05 | $179,104.12 | 67.62% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 6,117 | $152,674.2 | $242,539.05 | $89,864.85 | 58.86% |
| EFP Envision Financial Planning LLC Envision Financial Planning LLC | 29,651 | $830,233 | $1.18M | $345,429.15 | 41.61% |
Ann Reilley Alpha Financial Advisors LLC | 39,918 | $920,497.47 | $1.59M | $667,041.39 | 72.47% |
Alexandra Stickelman Root Financial Partners, LLC | 2,693 | $82,238.81 | $106,642.8 | $24,403.99 | 29.67% |