| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeffery Yorg Focus Partners Advisor Solutions LLC | 23,934 | $2.76M | $3.43M | $667,601.47 | 24.21% |
| RS Richard Slavik Newbridge Financial Services Group Inc. | 132 | $15,203.76 | $18,916.26 | $3,712.5 | 24.42% |
Kimberly Cappellano Private Wealth Asset Management LLC | 3,721 | $422,613.85 | $532,400.68 | $109,786.83 | 25.98% |
| SE Sima Elimelech Activest Wealth Management | 127 | $16,545.56 | $18,181.32 | $1,635.76 | 9.89% |
| EW Enzi Wealth Enzi Wealth | 1,862 | $199,140.9 | $266,470.82 | $67,329.92 | 33.81% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 3,538 | $420,887.03 | $507,508.41 | $86,621.38 | 20.58% |
Larry Herold Herold Advisors Inc. | 11,742 | $955,284.28 | $1.68M | $724,761.08 | 75.87% |
| SS Sandra Stickney Collaborative Wealth Managment Inc. | 2,618 | $207,136.16 | $375,172.49 | $168,036.33 | 81.12% |
| OFA Olalekan F. Adeduji Washington Trust Advisors Inc. | 3,599 | $342,408.86 | $516,258.55 | $173,849.69 | 50.77% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 452 | $56,558.76 | $64,837.14 | $8,278.38 | 14.64% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 134,659 | $15.65M | $19.32M | $3.67M | 23.41% |
Lynn A. Jackson Dopkins Wealth Management LLC | 17,895 | $2.03M | $2.54M | $508,344.83 | 25.05% |
Candace Cavalier Congress Wealth Management LLC / DE / | 41,739 | $4.77M | $5.99M | $1.22M | 25.56% |
| HM Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 21,252 | $2.48M | $3.05M | $572,403.42 | 23.12% |
| EAI Evolution Advisers Inc. Evolution Advisers Inc. | 17 | $1,594.77 | $2,438.31 | $843.54 | 52.89% |
Caitlin Garner SC&H Financial Advisors Inc. | 3,935 | $374,375.9 | $564,829.9 | $190,454 | 50.87% |
Amir Ali Monsefi Aire Advisors LLC | 3,500 | $403,130 | $502,390 | $99,260 | 24.62% |
| EL Eric Lai Archvest Wealth Advisors Inc. | 38,799 | $4.83M | $5.57M | $736,600.53 | 15.24% |
D. Patrick Franklin First International Bank & Trust | 3,623 | $344,692.22 | $520,154.11 | $175,461.89 | 50.9% |
Bill McVay Red Tortoise LLC | 45 | $5,956.65 | $6,452.1 | $495.45 | 8.32% |