| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jessica Clark Caerus Investment Advisors LLC | 14,717 | $532,166.72 | $625,251.74 | $93,085.02 | 17.49% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 14,495 | $504,166.93 | $618,719.07 | $114,552.14 | 22.72% |
Joseph Castro Nuveen LLC | 9,444 | $374,704 | $403,447.68 | $28,743.68 | 7.67% |
Sima Elimelech Activest Wealth Management | 2,855 | $103,010.78 | $121,965.6 | $18,954.82 | 18.4% |
Cheryl Smith DB Fitzpatrick & Co Inc. | 2 | $77.94 | $85.3 | $7.36 | 9.44% |
Robert Tutela Essex LLC | 170,698 | $4.97M | $7.26M | $2.29M | 45.98% |
Brian Baylis Bell Investment Advisors Inc. | 220,717 | $6.02M | $9.42M | $3.4M | 56.54% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 231 | $8,352.96 | $9,868.32 | $1,515.36 | 18.14% |
Bobby Adusumilli SJS Investment Consulting Inc. | 458 | $12,913.18 | $19,552.02 | $6,638.84 | 51.41% |
Andrew J. Whalen Whalen Wealth Management Inc. | 27,843 | $1.17M | $1.18M | $18,794.43 | 1.61% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 7,447 | $295,496.96 | $317,949.66 | $22,452.7 | 7.6% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 9,982 | $407,251.63 | $426,431.04 | $19,179.41 | 4.71% |
Dominic Corabi Wedmont Private Capital | 22,147 | $714,076.79 | $944,458.81 | $230,382.02 | 32.26% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 9 | $261.45 | $384.34 | $122.89 | 47% |
Candace Cavalier Congress Wealth Management LLC / DE / | 55,282 | $1.7M | $2.36M | $655,368.11 | 38.49% |
Jaclyn Gilbert SAXON INTERESTS Inc. | 13,595 | $368,968.3 | $578,127.37 | $209,159.07 | 56.69% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 379 | $11,207.03 | $16,109.39 | $4,902.36 | 43.74% |
David Mailloux WealthCare Investment Partners LLC | 121,786 | $4.35M | $5.18M | $825,482.93 | 18.97% |
Ryan Gough Perfromance Wealth Partners LLC | 100,191 | $3.69M | $4.26M | $567,066.43 | 15.35% |
Clint Dunn Beaird Harris Wealth Management LLC | 33 | $817.74 | $1,400.52 | $582.78 | 71.27% |