| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RE Rod Ehrlich Wayfinding Financial LLC | 3,101 | $304,262.01 | $483,228.83 | $178,966.82 | 58.82% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 33,341 | $3.78M | $5.31M | $1.53M | 40.43% |
Paige Johnson Roth Pine Haven Investment Counsel Inc. | 1,851 | $207,404.55 | $291,291.87 | $83,887.32 | 40.45% |
Olalekan F. Adeduji Washington Trust Advisors Inc. | 705 | $68,250.66 | $109,867.2 | $41,616.54 | 60.98% |
Ashish Sharma DGS Capital Management LLC | 14,029 | $1.48M | $2.2M | $711,939.44 | 47.99% |
Matthew Liebman Amplius Wealth Advisors LLC | 2,109 | $266,451.06 | $329,583.97 | $63,132.91 | 23.69% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 7,390 | $907,048.6 | $1.16M | $255,915.7 | 28.21% |
Parth Karia Capricorn Fund Managers Ltd. | 31,200 | $3.94M | $4.87M | $924,144 | 23.44% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 3,042 | $265,005.63 | $475,829.64 | $210,824.01 | 79.55% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 2,158 | $272,641.72 | $331,339.3 | $58,697.58 | 21.53% |
Patrick M. Markey Northcape Wealth Management LLC | 1,834 | $206,111.04 | $287,644.56 | $81,533.52 | 39.56% |
Michael Abram INTEGRAL INVESTMENT ADVISORS Inc. | 4,577 | $359,425.1 | $716,749.96 | $357,324.86 | 99.42% |
Scott Ungar BlackDiamond Wealth Management LLC | 2,335 | $277,091.98 | $364,353.4 | $87,261.42 | 31.49% |
Jeffery Nauta Henrickson Nauta Wealth Advisors Inc. | 7,101 | $871,271.59 | $1.12M | $246,212.78 | 28.26% |
| HC Harry Cowley Stonegate Investment Group LLC | 4,190 | $312,117.31 | $655,525.5 | $343,408.19 | 110.03% |
Dominic Corabi Wedmont Private Capital | 34,572 | $3.95M | $5.51M | $1.57M | 39.7% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 178 | $16,284.99 | $28,360.74 | $12,075.75 | 74.15% |
| JB Joel Blattner Avaii Wealth Management LLC | 2,609 | $332,599.1 | $406,925.73 | $74,326.63 | 22.35% |
Candace Cavalier Congress Wealth Management LLC / DE / | 100,734 | $10.5M | $15.99M | $5.49M | 52.28% |
Barry Oliver Capital Performance Advisors LLP | 7,324 | $897,609.28 | $1.15M | $249,072.78 | 27.75% |