| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David Spratt Badgley Phelps Wealth Managers LLC | 1,222 | $218,249.21 | $194,847.78 | -$23,401.43 | -10.72% |
| VIA Vickerman Investment Advisors Inc. Vickerman Investment Advisors Inc. | 3,848 | $482,268.67 | $617,777.16 | $135,508.49 | 28.1% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 2,808 | $360,751.13 | $450,150.48 | $89,399.35 | 24.78% |
Olalekan F. Adeduji Washington Trust Advisors Inc. | 162 | $22,923 | $25,732.99 | $2,809.99 | 12.26% |
Matthew Liebman Amplius Wealth Advisors LLC | 2,066 | $368,987.62 | $331,510.36 | -$37,477.26 | -10.16% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 3,392 | $449,426.07 | $546,145.92 | $96,719.85 | 21.52% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 347 | $53,071.64 | $55,231.99 | $2,160.35 | 4.07% |
William Reid Culp III TAGStone Capital Inc. | 5,132 | $680,455.58 | $828,253.48 | $147,797.9 | 21.72% |
Dominic Corabi Wedmont Private Capital | 6,514 | $965,865.01 | $1.04M | $78,557.18 | 8.13% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 159 | $20,786.07 | $25,499.62 | $4,713.55 | 22.68% |
Candace Cavalier Congress Wealth Management LLC / DE / | 4,269 | $588,764.39 | $683,723.04 | $94,958.65 | 16.13% |
Barry Oliver Capital Performance Advisors LLP | 1,453 | $259,505.81 | $231,956.92 | -$27,548.89 | -10.62% |
Jaclyn Gilbert SAXON INTERESTS Inc. | 4,503 | $601,904.32 | $721,335.57 | $119,431.25 | 19.84% |
Seth Scher Matrix Private Capital Group LLC | 1,174 | $169,889.54 | $189,786.73 | $19,897.19 | 11.71% |
Nabeed Zaman Eagle Strategies LLC | 1,671 | $180,746.58 | $266,933.89 | $86,187.31 | 47.68% |
April Lamb Sovereign Investment Advisors LLC | 11,684 | $1.02M | $1.88M | $857,679.14 | 83.71% |
M. Katherine Pieper Unionview LLC | 1,581 | $206,743.75 | $253,228.77 | $46,485.02 | 22.48% |
Ryan Gough Perfromance Wealth Partners LLC | 4,622 | $641,533.6 | $740,398.18 | $98,864.58 | 15.41% |
Russell Kartub Insight Inv LLC | 692 | $94,207.69 | $111,481.2 | $17,273.51 | 18.34% |
Caroline Jankowski Operose Advisors LLC | 4,707 | $621,706.49 | $747,448.06 | $125,741.57 | 20.23% |