| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| ED Eric Duncan NorthCrest Asset Manangement LLC | 7,614 | $175,990.38 | $273,076.11 | $97,085.73 | 55.17% |
Olalekan F. Adeduji Washington Trust Advisors Inc. | 19,720 | $624,450.48 | $707,257.8 | $82,807.32 | 13.26% |
Marc Dacanay Geometric Wealth Advisors | 7,425 | $260,097.74 | $275,393.25 | $15,295.51 | 5.88% |
Jonathan Davison Austin Asset Management Co. Inc. | 73,769 | $1.78M | $2.65M | $864,773.23 | 48.56% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 193 | $6,107.99 | $6,920.98 | $812.99 | 13.31% |
William Reid Culp III TAGStone Capital Inc. | 13,165 | $350,573.37 | $488,289.85 | $137,716.48 | 39.28% |
J. Adam Causey Jackson Thornton Wealth Management LLC | 75,592 | $2.03M | $2.71M | $685,239.81 | 33.82% |
Lynn A. Jackson Dopkins Wealth Management LLC | 18,702 | $462,972.82 | $670,747.23 | $207,774.41 | 44.88% |
| DR Dori Riddle DBK Financial Counsel LLC | 31,763 | $888,774.45 | $1.14M | $250,405.54 | 28.17% |
Candace Cavalier Congress Wealth Management LLC / DE / | 46,479 | $1.2M | $1.67M | $465,951.97 | 38.8% |
| EM Eric Malden Shearwater Capital LLC | 12,239 | $428,732.16 | $438,951.73 | $10,219.57 | 2.38% |
Robert Lucia Andrews, Lucia Wealth Management LLC | 22,927 | $522,505.8 | $822,276.85 | $299,771.05 | 57.37% |
Jacob B. Rue Shore Point Advisors LLC | 621,981 | $20.43M | $22.31M | $1.88M | 9.18% |
Amir Ali Monsefi Aire Advisors LLC | 461,663 | $10.89M | $17.3M | $6.41M | 58.88% |
Clint Dunn Beaird Harris Wealth Management LLC | 1,260 | $31,708.3 | $45,189.9 | $13,481.6 | 42.52% |
Brian Ramsay Wealthspan Partners LLC | 21,999 | $593,625.91 | $788,994.13 | $195,368.22 | 32.91% |
Wayne Freeman DIXON FNANCIAL SERVICES Inc. | 6,070 | $212,632.09 | $217,700.55 | $5,068.46 | 2.38% |
John Gorlow Cardiff Park Advisors LLC | 19,139 | $471,947.14 | $717,138.33 | $245,191.19 | 51.95% |
Andrew Burkey Joseph Group Capital Management | 18,744 | $561,192.05 | $672,253.56 | $111,061.51 | 19.79% |
Christopher Pelch Vance Wealth LLC | 106,965 | $3.22M | $4.01M | $787,282.22 | 24.44% |