| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DS David Spratt Badgley Phelps Wealth Managers LLC | 4,136 | $396,022 | $570,974.8 | $174,952.8 | 44.18% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 6,766 | $709,281.31 | $908,403.09 | $199,121.78 | 28.07% |
| RCS Ryan Charles Stout Theory Financial LLC | 42,611 | $3.91M | $5.88M | $1.97M | 50.37% |
Bradley W. Clark Paladin Advisory Group LLC | 65 | $6,139.3 | $8,981.05 | $2,841.75 | 46.29% |
| OFA Olalekan F. Adeduji Washington Trust Advisors Inc. | 1,855 | $155,207.85 | $256,629.97 | $101,422.12 | 65.35% |
Marc Dacanay Geometric Wealth Advisors | 6,832 | $632,233.28 | $943,977.44 | $311,744.16 | 49.31% |
Matthew Liebman Amplius Wealth Advisors LLC | 4,948 | $419,652.53 | $664,318.43 | $244,665.9 | 58.3% |
Joseph Allaria CarsonAllaria Wealth Management Ltd. | 2,149 | $212,192.85 | $296,927.33 | $84,734.48 | 39.93% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 76,938 | $8M | $10.64M | $2.64M | 33.05% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 2,164 | $242,602.93 | $299,378.58 | $56,775.65 | 23.4% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 138,002 | $14.9M | $19.12M | $4.22M | 28.35% |
Brandon Collier Collier Financial | 781 | $79,306.89 | $107,910.77 | $28,603.88 | 36.07% |
Michael Capobianco MWA Asset Management | 4,290 | $434,000.95 | $592,749.3 | $158,748.35 | 36.58% |
Mark Sansoterra Highview Capital Management LLC/DE/ | 11,595 | $1.1M | $1.6M | $500,390.14 | 45.34% |
Jeffery Nauta Henrickson Nauta Wealth Advisors Inc. | 10,456 | $1.29M | $1.45M | $159,462.52 | 12.39% |
Justin Fulmer Shelton Wealth Management LLC | 2,328 | $189,560.22 | $317,713.8 | $128,153.58 | 67.61% |
| HC Harry Cowley Stonegate Investment Group LLC | 1,838 | $202,363.8 | $254,278.11 | $51,914.31 | 25.65% |
| DC Dominic Corabi Wedmont Private Capital | 33,042 | $3.37M | $4.51M | $1.14M | 33.84% |
| WCP Wick Capital Partners LLC Wick Capital Partners LLC | 11,655 | $1.3M | $1.61M | $307,690.14 | 23.58% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 3,186 | $184,310.1 | $440,783.1 | $256,473 | 139.15% |