| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bradley W. Clark Paladin Advisory Group LLC | 1,174 | $245,866.5 | $270,918.11 | $25,051.61 | 10.19% |
Olalekan F. Adeduji Washington Trust Advisors Inc. | 20,452 | $2.71M | $4.73M | $2.02M | 74.41% |
Ashish Sharma DGS Capital Management LLC | 1,799 | $502,915.56 | $415,766.89 | -$87,148.67 | -17.33% |
Nancy Kay Cross Staff Investments Inc. | 5,732 | $770,137.49 | $1.35M | $582,327.91 | 75.61% |
Brad Van Aken Agate Pass Investment Management LLC | 6,393 | $1.5M | $1.49M | -$3,995.1 | -0.27% |
Marc Dacanay Geometric Wealth Advisors | 3,320 | $594,830.04 | $774,257.2 | $179,427.16 | 30.16% |
Matthew Liebman Amplius Wealth Advisors LLC | 1,644 | $270,759.03 | $380,544.9 | $109,785.87 | 40.55% |
Paul N. Clark Mi LLCapital Management LLC | 3,405 | $455,623.05 | $805,520.85 | $349,897.8 | 76.8% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 19,755 | $4.89M | $4.63M | -$265,162.02 | -5.42% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 1,739 | $510,842.52 | $404,456.62 | -$106,385.9 | -20.83% |
Jonathan Davison Austin Asset Management Co. Inc. | 1,030 | $298,186.26 | $240,206.3 | -$57,979.96 | -19.44% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 41,308 | $10.15M | $9.41M | -$735,627.64 | -7.25% |
Patrick M. Markey Northcape Wealth Management LLC | 18,471 | $2.78M | $4.31M | $1.53M | 55.05% |
Michael Abram INTEGRAL INVESTMENT ADVISORS Inc. | 1,463 | $291,037.63 | $340,088.98 | $49,051.35 | 16.85% |
| JPM Justin P. Mason Keb Asset Management LLC | 1,658 | $276,605.56 | $387,789.62 | $111,184.06 | 40.2% |
William Reid Culp III TAGStone Capital Inc. | 1,513 | $359,015.26 | $353,875.57 | -$5,139.69 | -1.43% |
Michael Capobianco MWA Asset Management | 5,866 | $1.33M | $1.39M | $61,077.39 | 4.6% |
Scott Ungar BlackDiamond Wealth Management LLC | 1,372 | $358,557.98 | $317,535.68 | -$41,022.3 | -11.44% |
| MTW Masso Torrence Wealth Management Inc. Masso Torrence Wealth Management Inc. | 1,132 | $259,060.74 | $264,265.4 | $5,204.66 | 2.01% |
John D. Valleau Jr. ShankerValleau Wealth Advisors Inc. | 1,035 | $228,817.8 | $239,571.45 | $10,753.65 | 4.7% |