| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 67,229 | $2.87M | $2.79M | -$75,767.34 | -2.64% |
| SFM Stephen F. Molyneaux HANOVER ADVISORS Inc. | 17,850 | $456,649.54 | $737,205 | $280,555.46 | 61.44% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 8,208 | $222,026.39 | $338,990.4 | $116,964.01 | 52.68% |
| TB Thomas Baker Blue Oak Capital LLC | 85,789 | $2.27M | $3.53M | $1.26M | 55.69% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 5,570 | $150,635.94 | $230,041 | $79,405.06 | 52.71% |
Schwarz Dygos Wheeler Investment Schwarz Dygos Wheeler Investment Advisors LLC | 72,816 | $1.86M | $2.99M | $1.12M | 60.23% |
Austin Private Wealth Austin Private Wealth LLC | 13,410 | $368,698.19 | $547,329.15 | $178,630.96 | 48.45% |
Jeff Ameen Spire Wealth Management | 50,534 | $1.36M | $2.09M | $723,978.61 | 53.11% |
Drew Waldron Canvas Wealth Advisors LLC | 10,650 | $391,635.43 | $434,147.25 | $42,511.82 | 10.85% |
Chris Williams Applied Capital LLC | 45,977 | $1.04M | $1.89M | $854,531.05 | 82.46% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 124,971 | $4.96M | $5.14M | $183,455.83 | 3.7% |
Joseph Castro Nuveen LLC | 9,482 | $404,570 | $393,882.28 | -$10,687.72 | -2.64% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 125,584 | $3.09M | $5.22M | $2.13M | 68.92% |
Rebecca Loeffler Corus Family Wealth Advisors | 47,074 | $1.52M | $1.94M | $413,329.18 | 27.13% |
Nathan C. Goodman Family Investment Center Inc. | 604,094 | $21M | $24.92M | $3.92M | 18.68% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 95 | $3,399.1 | $3,946.3 | $547.2 | 16.1% |
| EM Eric Malden Shearwater Capital LLC | 5,314 | $159,366.86 | $218,750.81 | $59,383.95 | 37.26% |
| NCM NCM Capital Management LLC NCM Capital Management LLC | 17,100 | $510,811.55 | $698,535 | $187,723.45 | 36.75% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 265 | $9,247.1 | $10,808.02 | $1,560.92 | 16.88% |
Clint Dunn Beaird Harris Wealth Management LLC | 645 | $19,343.55 | $26,264.4 | $6,920.85 | 35.78% |