| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DI David Izzi Brown, LISLE/CUMMINGS Inc. | 67 | $3,314 | $4,629.7 | $1,315.7 | 39.7% |
| SFH Sean F. Hanna Cambridge Associates LLC /MA/ /ADV | 308,137 | $17.93M | $21.29M | $3.36M | 18.72% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 761 | $52,038.57 | $52,516.61 | $478.04 | 0.92% |
| RS Ramu Singh CALTON & ASSOCIATES Inc. | 3,613 | $192,392.25 | $249,658.3 | $57,266.05 | 29.77% |
| JJ James Jones Sterling Investment Advisors LLC /ADV | 81,023 | $3.79M | $5.6M | $1.81M | 47.84% |
Jeff Ameen Spire Wealth Management | 106 | $5,618 | $7,378.66 | $1,760.66 | 31.34% |
Daren Blonski Fermata Advisors LLC | 15,490 | $910,922.12 | $1.07M | $158,584.93 | 17.41% |
Keith Dubauskas One Plus One Wealth Management LLC | 22,470 | $1.26M | $1.55M | $291,939.57 | 23.2% |
Kyle P. Smith NewEdge Wealth LLC | 8,043 | $455,635.95 | $555,449.58 | $99,813.63 | 21.91% |
| RS Richard Slavik Newbridge Financial Services Group Inc. | 18 | $1,026.36 | $1,247.58 | $221.22 | 21.55% |
| TH Thomas Herbert VPR Management LLC | 77,550 | $3.78M | $5.36M | $1.59M | 41.95% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 10,412 | $587,629.28 | $724,779.32 | $137,150.04 | 23.34% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 2,317 | $143,978.38 | $161,193.69 | $17,215.31 | 11.96% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 4,493 | $256,190.86 | $312,870.05 | $56,679.19 | 22.12% |
| DS Derek Swedberg PACK Private Wealth LLC | 160,185 | $8.72M | $11.15M | $2.43M | 27.87% |
Caroline Jankowski Operose Advisors LLC | 189 | $10,064.25 | $13,158.18 | $3,093.93 | 30.74% |
John Gorlow Cardiff Park Advisors LLC | 200 | $11,330 | $13,924 | $2,594 | 22.89% |
| CC Cheung Chan Chemistry Wealth Management LLC | 36,901 | $2.16M | $2.57M | $404,958.7 | 18.71% |
| MC Morgan Christen Spinnaker Investment Group LLC | 6,445 | $381,608.45 | $446,702.95 | $65,094.5 | 17.06% |
| WTM W. Travis McKinney HB Wealth Management LLC | 34,696 | $2.48M | $2.4M | -$80,134.42 | -3.23% |