| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeff Ameen Spire Wealth Management | 14,773 | $330,749.48 | $380,478.61 | $49,729.13 | 15.04% |
James D. King Lindenwold Advisors Inc. | 15,434 | $316,088.32 | $396,885.31 | $80,796.99 | 25.56% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 72 | $1,954.08 | $1,850.4 | -$103.68 | -5.31% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 18,053 | $548,269.61 | $464,142.63 | -$84,126.98 | -15.34% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 32,588 | $790,917.05 | $836,859.84 | $45,942.79 | 5.81% |
Michael Capobianco MWA Asset Management | 11,318 | $194,817.59 | $290,520.61 | $95,703.02 | 49.12% |
Candace Cavalier Congress Wealth Management LLC / DE / | 17,059 | $277,498.34 | $440,122.2 | $162,623.86 | 58.6% |
Nabeed Zaman Eagle Strategies LLC | 192,703 | $4.61M | $4.94M | $329,733.21 | 7.16% |
David Mailloux WealthCare Investment Partners LLC | 12,472 | $298,829.12 | $318,347.8 | $19,518.68 | 6.53% |
Eric Lai Archvest Wealth Advisors Inc. | 10,391 | $315,574.67 | $267,776.07 | -$47,798.6 | -15.15% |
Emilie Camilleri Bryant Woods Investment Advisors LLC | 17,035 | $413,940.42 | $439,503 | $25,562.58 | 6.18% |
Daniel Bennett APS Management Group Inc. | 14,357 | $294,047 | $364,380.66 | $70,333.66 | 23.92% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 26,864 | $619,107.7 | $693,628.48 | $74,520.78 | 12.04% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 155 | $4,707.35 | $3,937.77 | -$769.58 | -16.35% |
Jill Grimes Centurion Wealth Management LLC | 51,614 | $1.03M | $1.33M | $295,861.4 | 28.63% |
Victoria Latham Fiduciary Alliance LLC | 20,150 | $611,955.9 | $510,601 | -$101,354.9 | -16.56% |
| RFS Retirement Financial Solutions LLC Retirement Financial Solutions LLC | 29,499 | $800,603 | $761,369.19 | -$39,233.81 | -4.9% |
Bepin Serraj Richard W. Paul & Associates LLC | 83 | $1,217.25 | $2,105.29 | $888.04 | 72.95% |
Walter J. West Milestone Asset Management LLC | 8,868 | $212,636.18 | $227,907.6 | $15,271.42 | 7.18% |
Moises Valladares Insigneo Advisory Services LLC | 173,881 | $5.28M | $4.48M | -$802,460.85 | -15.2% |