| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Sima Elimelech Activest Wealth Management | 2,855 | $103,010.78 | $117,854.4 | $14,843.62 | 14.41% |
Cheryl Smith DB Fitzpatrick & Co Inc. | 2 | $77.94 | $82.56 | $4.62 | 5.93% |
Robert Tutela Essex LLC | 164,912 | $4.73M | $6.81M | $2.08M | 43.95% |
Brian Baylis Bell Investment Advisors Inc. | 220,717 | $6.02M | $9.2M | $3.18M | 52.8% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 231 | $8,352.96 | $9,535.68 | $1,182.72 | 14.16% |
Bobby Adusumilli SJS Investment Consulting Inc. | 538 | $15,133.98 | $22,208.64 | $7,074.66 | 46.75% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 7,447 | $295,496.96 | $307,412.16 | $11,915.2 | 4.03% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 3,331 | $127,444.06 | $137,503.68 | $10,059.62 | 7.89% |
Dominic Corabi Wedmont Private Capital | 14,971 | $429,333.11 | $618,002.88 | $188,669.77 | 43.94% |
Candace Cavalier Congress Wealth Management LLC / DE / | 57,121 | $1.76M | $2.36M | $598,628.08 | 34.03% |
Jaclyn Gilbert SAXON INTERESTS Inc. | 13,595 | $368,968.3 | $563,920.6 | $194,952.3 | 52.84% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 379 | $11,207.03 | $15,645.12 | $4,438.09 | 39.6% |
David Mailloux WealthCare Investment Partners LLC | 121,786 | $4.35M | $5.08M | $723,182.69 | 16.62% |
Ryan Gough Perfromance Wealth Partners LLC | 100,191 | $3.69M | $4.17M | $481,403.13 | 13.03% |
Clint Dunn Beaird Harris Wealth Management LLC | 33 | $817.74 | $1,362.24 | $544.5 | 66.59% |
Caroline Jankowski Operose Advisors LLC | 1,424 | $43,747.2 | $59,067.52 | $15,320.32 | 35.02% |
Bill McVay Red Tortoise LLC | 63,177 | $2.04M | $2.61M | $571,385.47 | 28.06% |
Kenyon Lederer Pinnacle Wealth Management LLC | 184,032 | $6.99M | $7.6M | $608,874.15 | 8.71% |
Sue Cox BetterWealth LLC | 11,261 | $430,845.86 | $464,854.08 | $34,008.22 | 7.89% |
| EM Erin Mccann Simplicity Wealth LLC | 134,185 | $4.5M | $5.54M | $1.04M | 23.07% |