| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Olalekan F. Adeduji Washington Trust Advisors Inc. | 19,720 | $624,450.48 | $708,579.04 | $84,128.56 | 13.47% |
Marc Dacanay Geometric Wealth Advisors | 7,425 | $260,097.74 | $266,037.75 | $5,940.01 | 2.28% |
Jonathan Davison Austin Asset Management Co. Inc. | 73,769 | $1.78M | $2.64M | $862,191.32 | 48.41% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 192 | $6,076.36 | $6,863.04 | $786.68 | 12.95% |
William Reid Culp III TAGStone Capital Inc. | 13,165 | $350,573.37 | $478,152.8 | $127,579.43 | 36.39% |
J. Adam Causey Jackson Thornton Wealth Management LLC | 75,592 | $2.03M | $2.72M | $691,665.13 | 34.14% |
Lynn A. Jackson Dopkins Wealth Management LLC | 18,702 | $462,972.82 | $669,718.62 | $206,745.8 | 44.66% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 335 | $8,227.6 | $12,006.4 | $3,778.8 | 45.93% |
| DR Dori Riddle DBK Financial Counsel LLC | 31,902 | $893,810.42 | $1.14M | $246,526.57 | 27.58% |
Candace Cavalier Congress Wealth Management LLC / DE / | 43,464 | $1.12M | $1.56M | $432,901.44 | 38.54% |
| EM Eric Malden Shearwater Capital LLC | 12,356 | $432,971.07 | $442,035.9 | $9,064.83 | 2.09% |
Robert Lucia Andrews, Lucia Wealth Management LLC | 22,927 | $522,505.8 | $823,767.11 | $301,261.31 | 57.66% |
Jacob B. Rue Shore Point Advisors LLC | 652,119 | $21.52M | $23.6M | $2.08M | 9.67% |
Amir Ali Monsefi Aire Advisors LLC | 461,663 | $10.89M | $16.76M | $5.87M | 53.9% |
Clint Dunn Beaird Harris Wealth Management LLC | 1,260 | $31,708.3 | $45,274.32 | $13,566.02 | 42.78% |
Brian Ramsay Wealthspan Partners LLC | 21,999 | $593,625.91 | $797,903.73 | $204,277.82 | 34.41% |
Wayne Freeman DIXON FNANCIAL SERVICES Inc. | 6,070 | $212,632.09 | $216,790.05 | $4,157.96 | 1.96% |
John Gorlow Cardiff Park Advisors LLC | 19,139 | $471,947.14 | $688,908.3 | $216,961.16 | 45.97% |
Andrew Burkey Joseph Group Capital Management | 18,744 | $561,192.05 | $674,409.12 | $113,217.07 | 20.17% |
Christopher Pelch Vance Wealth LLC | 106,965 | $3.22M | $3.88M | $664,272.47 | 20.63% |