| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Curtis Ellergodt Rothschild Investment LLC | 209 | $6,617.97 | $7,214.68 | $596.71 | 9.02% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 201,010 | $6.86M | $7.16M | $300,525.21 | 4.38% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 31 | $914.19 | $1,102.82 | $188.63 | 20.63% |
| TB Thomas Baker Blue Oak Capital LLC | 138,645 | $3.51M | $4.72M | $1.21M | 34.37% |
Steven Scruggs FPA Queens Road Small Cap Value Fund | 7,394 | $220,128.97 | $263,263.37 | $43,134.4 | 19.6% |
Austin Private Wealth Austin Private Wealth LLC | 32,394 | $881,430.7 | $1.12M | $236,810.18 | 26.87% |
| YA Yinka Akinsola Blue Trust Inc. | 113,188 | $3.04M | $3.91M | $866,656.78 | 28.5% |
Jeff Ameen Spire Wealth Management | 5,930 | $159,754.2 | $204,703.6 | $44,949.4 | 28.14% |
Drew Waldron Canvas Wealth Advisors LLC | 13,869 | $454,183.91 | $478,757.88 | $24,573.97 | 5.41% |
Chris Williams Applied Capital LLC | 160,776 | $3.76M | $5.55M | $1.79M | 47.6% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 3.73M | $108.43M | $128.92M | $20.49M | 18.9% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 19,255 | $628,022.91 | $664,682.6 | $36,659.69 | 5.84% |
Katie Smith Delos Wealth Advisors LLC | 6,601 | $212,684.22 | $234,962.59 | $22,278.37 | 10.47% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 184 | $4,642.32 | $6,351.68 | $1,709.36 | 36.82% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 21,871 | $593,124.77 | $754,986.92 | $161,862.15 | 27.29% |
Rebecca Loeffler Corus Family Wealth Advisors | 88,225 | $2.7M | $3.05M | $341,532.08 | 12.63% |
Olalekan F. Adeduji Washington Trust Advisors Inc. | 45,592 | $1.39M | $1.57M | $187,727.29 | 13.54% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 7,693 | $262,523.63 | $273,832.33 | $11,308.7 | 4.31% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 11,613 | $396,293.63 | $413,364.73 | $17,071.1 | 4.31% |
Jonathan Davison Austin Asset Management Co. Inc. | 87,181 | $2.4M | $3.01M | $610,608.7 | 25.45% |