| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RE Rod Ehrlich Wayfinding Financial LLC | 2,663 | $588,839.61 | $628,414.74 | $39,575.13 | 6.72% |
Kevin Batstone BayBridge Capital Group LLC | 6,686 | $1.72M | $1.5M | -$221,775.46 | -12.92% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 30,407 | $6.73M | $6.8M | $75,161.71 | 1.12% |
Bradley W. Clark Paladin Advisory Group LLC | 1,174 | $245,866.5 | $262,565.09 | $16,698.59 | 6.79% |
Olalekan F. Adeduji Washington Trust Advisors Inc. | 20,452 | $2.71M | $4.57M | $1.86M | 68.48% |
Ashish Sharma DGS Capital Management LLC | 1,799 | $502,915.56 | $402,346.33 | -$100,569.23 | -20% |
Nancy Kay Cross Staff Investments Inc. | 5,732 | $770,137.49 | $1.28M | $511,824.25 | 66.46% |
Brad Van Aken Agate Pass Investment Management LLC | 6,393 | $1.5M | $1.43M | -$65,240.1 | -4.36% |
Marc Dacanay Geometric Wealth Advisors | 3,320 | $594,830.04 | $784,549.2 | $189,719.16 | 31.89% |
Matthew Liebman Amplius Wealth Advisors LLC | 1,644 | $270,759.03 | $367,680.58 | $96,921.55 | 35.8% |
Paul N. Clark Mi LLCapital Management LLC | 3,405 | $455,623.05 | $761,528.22 | $305,905.17 | 67.14% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 19,755 | $4.89M | $4.63M | -$260,025.72 | -5.32% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 1,739 | $510,842.52 | $407,586.82 | -$103,255.7 | -20.21% |
Jonathan Davison Austin Asset Management Co. Inc. | 1,030 | $298,186.26 | $230,359.49 | -$67,826.77 | -22.75% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 38,392 | $9.51M | $8.59M | -$921,033.39 | -9.69% |
Patrick M. Markey Northcape Wealth Management LLC | 18,471 | $2.78M | $4.36M | $1.58M | 56.86% |
Michael Abram INTEGRAL INVESTMENT ADVISORS Inc. | 1,463 | $291,037.63 | $327,199.94 | $36,162.31 | 12.43% |
| JPM Justin P. Mason Keb Asset Management LLC | 1,658 | $276,605.56 | $370,811.68 | $94,206.12 | 34.06% |
William Reid Culp III TAGStone Capital Inc. | 1,513 | $359,015.26 | $357,537.03 | -$1,478.23 | -0.41% |
Michael Capobianco MWA Asset Management | 5,866 | $1.33M | $1.31M | -$14,711.39 | -1.11% |