| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Olalekan F. Adeduji Washington Trust Advisors Inc. | 750 | $53,865 | $83,835 | $29,970 | 55.64% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 2,082 | $186,547.2 | $232,725.96 | $46,178.76 | 24.75% |
Candace Cavalier Congress Wealth Management LLC / DE / | 101,111 | $8.19M | $11.3M | $3.11M | 38.02% |
Dan Fitzgerald Pinnacle Financial Group LLC / IL | 21,837 | $1.57M | $2.44M | $872,247.24 | 55.6% |
Kristie R. Furseth Bowman & Co S.C. | 6,505 | $356,397.2 | $727,128.9 | $370,731.7 | 104.02% |
Taylor Jobe MKT Advisors LLC | 5,810 | $485,678.44 | $649,441.8 | $163,763.36 | 33.72% |
Sean Reitenbach Prosperity Consulting Group LLC | 17,027 | $1.78M | $2M | $229,263.07 | 12.91% |
Bill McVay Red Tortoise LLC | 6,040 | $395,822.87 | $675,151.2 | $279,328.33 | 70.57% |
W. Travis McKinney HB Wealth Management LLC | 8,085 | $527,363.85 | $903,741.3 | $376,377.45 | 71.37% |
Marc H. Stone Tyler-Stone Wealth Management | 6,315 | $495,328.32 | $705,890.7 | $210,562.38 | 42.51% |
Missy Straw Nilsine Partners LLC | 2,400 | $232,560 | $268,272 | $35,712 | 15.36% |
| EM Erin Mccann Simplicity Wealth LLC | 5,737 | $671,343.72 | $641,281.86 | -$30,061.86 | -4.48% |
Nichole Raftopoulos Nvest Financial LLC | 8,415 | $877,583.36 | $940,628.7 | $63,045.34 | 7.18% |
Jesse Rodrigue Fortune 45 LLC | 6,942 | $499,383.88 | $775,976.76 | $276,592.88 | 55.39% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 11,469 | $1.02M | $1.28M | $261,455.56 | 25.62% |
Daniel Ronan Catalyst Financial Partners LLC | 7,850 | $639,069 | $877,473 | $238,404 | 37.3% |
Amanda Hawley Atria Wealth Solutions Inc. | 30,594 | $2.74M | $3.42M | $678,574.92 | 24.75% |
Kevin Zemann WealthPlan Investment Management LLC | 1,962 | $229,593.23 | $219,312.36 | -$10,280.87 | -4.48% |
| DAL Drake & Associates LLC Drake & Associates LLC | 7,034 | $733,009.46 | $828,112.82 | $95,103.36 | 12.97% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 301 | $31,307.48 | $33,645.78 | $2,338.3 | 7.47% |