| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joseph Castro Nuveen LLC | 28,904 | $3.18M | $3.32M | $139,108.84 | 4.37% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 25,481 | $2.43M | $2.93M | $504,684.05 | 20.81% |
| MWA Motive Wealth Advisors Motive Wealth Advisors | 75,144 | $6.07M | $8.68M | $2.61M | 42.9% |
Katie Smith Delos Wealth Advisors LLC | 44 | $4,846.6 | $5,055.16 | $208.56 | 4.3% |
Richard Slavik Newbridge Financial Services Group Inc. | 165 | $15,304.56 | $18,996.45 | $3,691.89 | 24.12% |
Adam J. Peck Riverwater Partners LLC | 9,463 | $966,321.76 | $1.09M | $123,153.43 | 12.74% |
Jodi Greenlund Financial Council LLC | 90,868 | $6.47M | $10.51M | $4.04M | 62.49% |
Brian Baylis Bell Investment Advisors Inc. | 258 | $24,414.54 | $29,657.1 | $5,242.56 | 21.47% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 532,868 | $41.7M | $61.26M | $19.56M | 46.91% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 13,080 | $905,350.98 | $1.5M | $598,914.42 | 66.15% |
Bobby Adusumilli SJS Investment Consulting Inc. | 273 | $27,914.25 | $31,386.43 | $3,472.18 | 12.44% |
Nancy Williamson Helen Stephens Group LLC | 2,636 | $234,275.95 | $303,482.68 | $69,206.73 | 29.54% |
| SS Sandra Stickney Collaborative Wealth Managment Inc. | 2,938 | $303,292.1 | $338,075.66 | $34,783.56 | 11.47% |
Ashish Sharma DGS Capital Management LLC | 6,992 | $614,690.55 | $805,268.64 | $190,578.09 | 31% |
Marc Dacanay Geometric Wealth Advisors | 1,916 | $211,047.4 | $221,317.16 | $10,269.76 | 4.87% |
Matthew Liebman Amplius Wealth Advisors LLC | 78,975 | $5.91M | $9.09M | $3.18M | 53.9% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 140,385 | $14.81M | $16.14M | $1.33M | 8.98% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 2,556 | $263,212.9 | $293,824.98 | $30,612.08 | 11.63% |
Brandon Collier Collier Financial | 4,202 | $413,271.4 | $483,187.98 | $69,916.58 | 16.92% |
| LMM Lynn M. Magnus Long Run Wealth Advisors LLC | 2,084 | $208,324.29 | $241,014.6 | $32,690.31 | 15.69% |