| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RS Richard Slavik Newbridge Financial Services Group Inc. | 164 | $15,194.41 | $18,308.96 | $3,114.55 | 20.5% |
Adam J. Peck Riverwater Partners LLC | 8,763 | $889,216.76 | $977,950.8 | $88,734.04 | 9.98% |
Jodi Greenlund Financial Council LLC | 90,785 | $6.46M | $10.14M | $3.68M | 56.97% |
Brian Baylis Bell Investment Advisors Inc. | 258 | $24,414.54 | $28,803.12 | $4,388.58 | 17.98% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 525,572 | $40.89M | $58.64M | $17.74M | 43.39% |
| MD Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 13,061 | $903,257.22 | $1.46M | $561,142.1 | 62.12% |
Bobby Adusumilli SJS Investment Consulting Inc. | 501 | $51,227.25 | $55,896.57 | $4,669.32 | 9.11% |
| NW Nancy Williamson Helen Stephens Group LLC | 2,614 | $231,851.22 | $291,722.4 | $59,871.18 | 25.82% |
| SS Sandra Stickney Collaborative Wealth Managment Inc. | 1,993 | $199,200.35 | $222,498.52 | $23,298.17 | 11.7% |
Ashish Sharma DGS Capital Management LLC | 6,992 | $614,690.55 | $780,097.44 | $165,406.89 | 26.91% |
Matthew Liebman Amplius Wealth Advisors LLC | 78,975 | $5.91M | $8.85M | $2.95M | 49.88% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 57,762 | $5.71M | $6.44M | $734,954.12 | 12.87% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 2,324 | $237,038.66 | $259,184.1 | $22,145.44 | 9.34% |
Brandon Collier Collier Financial | 4,215 | $414,475.07 | $470,246.47 | $55,771.4 | 13.46% |
| LMM Lynn M. Magnus Long Run Wealth Advisors LLC | 2,084 | $208,324.29 | $232,501.46 | $24,177.17 | 11.61% |
| TJL Timothy J. Landolt Endowment Wealth Management Inc. | 13,343 | $1.3M | $1.49M | $184,965.34 | 14.19% |
Bill Ryan Manhattan West Asset Management LLC | 2,376 | $215,134.78 | $265,090.32 | $49,955.54 | 23.22% |
Candace Cavalier Congress Wealth Management LLC / DE / | 8,532 | $738,416.85 | $951,915.24 | $213,498.39 | 28.91% |
| LMJ Louis Melone Jr. Melone Private Wealth LLC | 3,808 | $291,029.58 | $424,858.56 | $133,828.98 | 45.98% |
| RPS Ryan P. Sawyer Viewpoint Capital Management LLC | 180 | $13,569.9 | $20,082.6 | $6,512.7 | 47.99% |