| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ryan Charles Stout Theory Financial LLC | 8,470 | $652,182.52 | $678,785.8 | $26,603.28 | 4.08% |
Olalekan F. Adeduji Washington Trust Advisors Inc. | 3,733 | $223,798.56 | $299,162.62 | $75,364.06 | 33.67% |
Ashish Sharma DGS Capital Management LLC | 3,150 | $240,817.5 | $252,441 | $11,623.5 | 4.83% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 214,694 | $11.66M | $17.21M | $5.55M | 47.58% |
Scott Ungar BlackDiamond Wealth Management LLC | 22,588 | $1.4M | $1.96M | $565,774.38 | 40.55% |
Dominic Corabi Wedmont Private Capital | 10,777 | $837,900.53 | $863,668.78 | $25,768.25 | 3.08% |
Bill Ryan Manhattan West Asset Management LLC | 5,310 | $428,458.7 | $460,961.1 | $32,502.4 | 7.59% |
Candace Cavalier Congress Wealth Management LLC / DE / | 1.1M | $42.41M | $87.84M | $45.43M | 107.11% |
Li Peng China Universal Asset Management Co. Ltd. | 272,700 | $21.33M | $21.85M | $524,445 | 2.46% |
Taylor Jobe MKT Advisors LLC | 3,614 | $272,013.38 | $289,625.96 | $17,612.58 | 6.47% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 29 | $1,697.13 | $2,324.06 | $626.93 | 36.94% |
Clint Dunn Beaird Harris Wealth Management LLC | 662 | $23,957.78 | $53,052.68 | $29,094.9 | 121.44% |
Jennifer Carlson Gould Capital LLC | 1,285 | $111,540.05 | $110,445.75 | -$1,094.3 | -0.98% |
Penny A. Phillips Journey Strategic Wealth LLC | 187,866 | $13.64M | $15.06M | $1.42M | 10.4% |
Joshua Ryder Taff New Perspectives Inc. | 144,811 | $9.37M | $11.61M | $2.24M | 23.91% |
Bryson Braden DENVER WEALTH MANAGEMENT Inc. | 8,421 | $401,547.77 | $723,784.95 | $322,237.18 | 80.25% |
Ana-Maria Ignat Covestor Ltd | 20 | $909.1 | $1,719 | $809.9 | 89.09% |
Andrew Burkey Joseph Group Capital Management | 52,735 | $2.16M | $4.23M | $2.06M | 95.23% |
Sean Reitenbach Prosperity Consulting Group LLC | 7,467 | $494,922.94 | $652,093.11 | $157,170.17 | 31.76% |
Kathleen Thornhill Confluence Wealth Services Inc. | 13,744 | $1.09M | $1.1M | $9,895.68 | 0.91% |