| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 33,100 | $1.42M | $1.29M | -$123,843.2 | -8.75% |
Austin Private Wealth Austin Private Wealth LLC | 14,117 | $361,629.7 | $537,787.11 | $176,157.41 | 48.71% |
Drew Waldron Canvas Wealth Advisors LLC | 6,231 | $254,872.82 | $237,214.17 | -$17,658.65 | -6.93% |
Chris Williams Applied Capital LLC | 47,335 | $1.05M | $1.82M | $766,213.92 | 72.89% |
Joseph Castro Nuveen LLC | 6,732 | $287,928 | $262,736.5 | -$25,191.5 | -8.75% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 12,945 | $346,357.22 | $505,217.46 | $158,860.24 | 45.87% |
Rebecca Loeffler Corus Family Wealth Advisors | 55,570 | $1.68M | $2.13M | $450,284.03 | 26.75% |
Olalekan F. Adeduji Washington Trust Advisors Inc. | 9,023 | $275,968.5 | $342,242.39 | $66,273.89 | 24.02% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 96 | $3,243.84 | $3,746.69 | $502.85 | 15.5% |
William Reid Culp III TAGStone Capital Inc. | 20,829 | $676,183.61 | $795,667.8 | $119,484.19 | 17.67% |
Arlie W. Green Fortress Wealth Management Inc. | 161,663 | $4.29M | $6.22M | $1.93M | 44.9% |
Michael Byun SageView Advisory Group LLC | 7,020 | $164,773.22 | $266,373.9 | $101,600.68 | 61.66% |
Allison Brooke Blake WorthPointe LLC | 28,565 | $923,731.45 | $1.1M | $175,041.27 | 18.95% |
Vito Collacuro Sutton Place Investors LLC | 18,139 | $472,651.8 | $694,088.83 | $221,437.03 | 46.85% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 141 | $4,772.25 | $5,342.49 | $570.24 | 11.95% |
Mark Meredith Meredith Wealth Planning | 95,503 | $2.46M | $3.65M | $1.19M | 48.36% |
Kellie Borror Daner Wealth Management LLC | 20,541 | $624,070.1 | $791,136.61 | $167,066.51 | 26.77% |
Nelson J. Lam LAM GROUP Inc. | 3,805 | $131,623.81 | $145,351 | $13,727.19 | 10.43% |
| TT Thaddeus Toal RCS Financial Planning LLC | 9,170 | $216,797.78 | $350,110.6 | $133,312.82 | 61.49% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 6,149 | $154,042.9 | $233,323.8 | $79,280.9 | 51.47% |