| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Sima Elimelech Activest Wealth Management | 22 | $333.36 | $372.46 | $39.1 | 11.73% |
Brian Baylis Bell Investment Advisors Inc. | 134 | $1,720.02 | $2,299.44 | $579.42 | 33.69% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 12,296 | $235,714.32 | $210,999.36 | -$24,714.96 | -10.49% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 5 | $95.85 | $84.65 | -$11.2 | -11.68% |
Bobby Adusumilli SJS Investment Consulting Inc. | 3,521 | $59,925.91 | $60,420.36 | $494.45 | 0.83% |
Kea Molnar Cromwell Holdings LLC | 61 | $916.25 | $1,047.06 | $130.81 | 14.28% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 12,677 | $175,022.68 | $217,600.7 | $42,578.02 | 24.33% |
Ashish Sharma DGS Capital Management LLC | 18,669 | $312,145.68 | $322,040.25 | $9,894.57 | 3.17% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 22,531 | $296,574.53 | $386,857.27 | $90,282.74 | 30.44% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 2,058 | $35,286.6 | $34,841.94 | -$444.66 | -1.26% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 84 | $1,241.52 | $1,440.6 | $199.08 | 16.04% |
Clint Dunn Beaird Harris Wealth Management LLC | 8 | $128.88 | $137.96 | $9.08 | 7.05% |
Ana-Maria Ignat Covestor Ltd | 5,892 | $105,493.55 | $101,106.72 | -$4,386.83 | -4.16% |
Sean Reitenbach Prosperity Consulting Group LLC | 14,207 | $272,348.19 | $245,070.75 | -$27,277.44 | -10.02% |
Kathleen Thornhill Confluence Wealth Services Inc. | 20,867 | $373,213.09 | $358,286.39 | -$14,926.7 | -4% |
Bill McVay Red Tortoise LLC | 654 | $8,534.7 | $11,291.31 | $2,756.61 | 32.3% |
W. Travis McKinney HB Wealth Management LLC | 37,470 | $621,076.92 | $642,985.2 | $21,908.28 | 3.53% |
William Jollie Quent Capital LLC | 7,209 | $100,933.93 | $123,706.44 | $22,772.51 | 22.56% |
Missy Straw Nilsine Partners LLC | 11,966 | $138,502.88 | $205,456.22 | $66,953.34 | 48.34% |
| KB Kimberly Byrne Bill Few Associates Inc. | 87,306 | $1.09M | $1.49M | $401,100.62 | 36.88% |