| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| WB William Bromley Innova Wealth Partners | 3,590 | $381,664.49 | $398,454.1 | $16,789.61 | 4.4% |
Robert Tutela Essex LLC | 12,256 | $969,789.39 | $1.37M | $396,386.93 | 40.87% |
Brian Baylis Bell Investment Advisors Inc. | 179 | $17,057.99 | $19,664.94 | $2,606.95 | 15.28% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 3,761 | $415,918 | $422,115.83 | $6,197.83 | 1.49% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 24,333 | $2.22M | $2.67M | $449,898.95 | 20.24% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 230 | $20,812.23 | $25,267.8 | $4,455.57 | 21.41% |
Larry Herold Herold Advisors Inc. | 17,334 | $1.54M | $1.93M | $391,353.24 | 25.42% |
| JB John Brim Smith Group Asset Management LLC | 5,000 | $446,150 | $555,800 | $109,650 | 24.58% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 18,828 | $1.94M | $2.07M | $129,952.05 | 6.7% |
Bobby Adusumilli SJS Investment Consulting Inc. | 1,629 | $167,958.4 | $178,961.94 | $11,003.54 | 6.55% |
Kea Molnar Cromwell Holdings LLC | 1,177 | $107,348.78 | $130,046.73 | $22,697.95 | 21.14% |
Lindsay Voak Greenland Capital Management LP | 94,950 | $10.5M | $10.6M | $95,899 | 0.91% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 4,285 | $412,825.28 | $473,878.15 | $61,052.87 | 14.79% |
Olalekan F. Adeduji Washington Trust Advisors Inc. | 1,300 | $110,916 | $145,626 | $34,710 | 31.29% |
Ashish Sharma DGS Capital Management LLC | 12,632 | $1.19M | $1.41M | $218,276.95 | 18.31% |
Nancy Kay Cross Staff Investments Inc. | 6,398 | $552,617.16 | $707,618.8 | $155,001.64 | 28.05% |
Matthew Liebman Amplius Wealth Advisors LLC | 2,389 | $262,592.64 | $266,373.5 | $3,780.86 | 1.44% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 14,321 | $1.49M | $1.57M | $80,631.55 | 5.4% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 6,914 | $731,061.77 | $757,774.4 | $26,712.63 | 3.65% |
J. Adam Causey Jackson Thornton Wealth Management LLC | 2,894 | $320,163.22 | $323,230.86 | $3,067.64 | 0.96% |