| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 580 | $67,361.2 | $60,952.2 | -$6,409 | -9.51% |
Bradley W. Clark Paladin Advisory Group LLC | 3,258 | $276,604.2 | $342,383.21 | $65,779.01 | 23.78% |
Joseph Allaria CarsonAllaria Wealth Management Ltd. | 55,886 | $5.55M | $5.87M | $326,507.57 | 5.89% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 8,921 | $859,253.54 | $937,240.24 | $77,986.7 | 9.08% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 449 | $42,551.73 | $47,185.41 | $4,633.68 | 10.89% |
William Reid Culp III TAGStone Capital Inc. | 5,633 | $545,783.19 | $582,170.55 | $36,387.36 | 6.67% |
Bill Ryan Manhattan West Asset Management LLC | 2,552 | $227,131.08 | $263,749.2 | $36,618.12 | 16.12% |
Barry Oliver Capital Performance Advisors LLP | 4,069 | $416,055.25 | $427,489.13 | $11,433.88 | 2.75% |
Laurel Mason Passaic Partners LLC | 186,130 | $17.62M | $19.55M | $1.93M | 10.97% |
Ryan P. Sawyer Viewpoint Capital Management LLC | 2,583 | $299,989.62 | $271,447.46 | -$28,542.16 | -9.51% |
| RM Robert Macaulay Jmac Enterprises LLC | 32,124 | $3.21M | $3.38M | $162,726.75 | 5.06% |
M. Katherine Pieper Unionview LLC | 12,187 | $1.29M | $1.28M | -$8,041.66 | -0.62% |
Penny A. Phillips Journey Strategic Wealth LLC | 2,392 | $209,874.08 | $251,375.27 | $41,501.19 | 19.77% |
Lonny Elfenbein West Michigan Advisors LLC | 10,878 | $1.03M | $1.14M | $114,545.3 | 11.14% |
Jay Richards Investment Advisory Group LLC | 4,182 | $474,340.42 | $436,538.07 | -$37,802.35 | -7.97% |
Samantha Pierangeli City State Bank | 60 | $5,051.4 | $6,305.4 | $1,254 | 24.82% |
Randy D. Kurtz Upper Left Wealth Management LLC | 13,899 | $1.49M | $1.46M | -$25,917.19 | -1.74% |
W. Travis McKinney HB Wealth Management LLC | 11,077 | $1.14M | $1.16M | $21,410.22 | 1.87% |
Timothy Taylor TCM Advisors LLC | 31,368 | $3.41M | $3.25M | -$161,382.09 | -4.73% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 5 | $476.5 | $525.45 | $48.95 | 10.27% |