| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Katie Smith Delos Wealth Advisors LLC | 12,793 | $497,135.98 | $581,185.99 | $84,050.01 | 16.91% |
Kevin B. Crawford JB Capital LLC | 5,439 | $163,503.88 | $247,012.18 | $83,508.3 | 51.07% |
Kurt Van Dyken Lifeworks Advisors LLC | 37,795 | $978,827.91 | $1.72M | $737,632.01 | 75.36% |
Jodi Greenlund Financial Council LLC | 166,234 | $4.7M | $7.55M | $2.85M | 60.66% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 19,221 | $632,264.9 | $873,402.24 | $241,137.34 | 38.14% |
Brian Baylis Bell Investment Advisors Inc. | 13,196 | $350,617.72 | $599,296.34 | $248,678.62 | 70.93% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 1,153 | $29,378.44 | $52,363.49 | $22,985.05 | 78.24% |
Larry Herold Herold Advisors Inc. | 5,853 | $227,447.58 | $265,813.99 | $38,366.41 | 16.87% |
Janet Messer FRG Family Wealth Advisors LLC | 9,137 | $224,235.36 | $415,093.91 | $190,858.55 | 85.12% |
Brian Landzaat Vista Finance LLC | 11,992 | $347,370.71 | $544,796.56 | $197,425.85 | 56.83% |
Bobby Adusumilli SJS Investment Consulting Inc. | 9.23M | $264.59M | $419.26M | $154.67M | 58.46% |
Rebecca Loeffler Corus Family Wealth Advisors | 579,098 | $21.17M | $26.31M | $5.14M | 24.26% |
Nancy Williamson Helen Stephens Group LLC | 778,572 | $24.39M | $35.35M | $10.97M | 44.97% |
| CB Charles Brewster Brewster Financial Planning LLC | 35,885 | $1.04M | $1.6M | $559,246.6 | 53.91% |
Olalekan F. Adeduji Washington Trust Advisors Inc. | 38,906 | $1.41M | $1.77M | $353,351.03 | 24.99% |
Ashish Sharma DGS Capital Management LLC | 26,450 | $718,117.5 | $1.18M | $458,643 | 63.87% |
Marc Dacanay Geometric Wealth Advisors | 9.05M | $249.2M | $415.69M | $166.49M | 66.81% |
Joseph Allaria CarsonAllaria Wealth Management Ltd. | 23,967 | $694,341.81 | $1.07M | $371,950.02 | 53.57% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 10,367 | $410,429.53 | $479,162.74 | $68,733.21 | 16.75% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 14,155 | $350,334.69 | $654,244.1 | $303,909.41 | 86.75% |