| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kurt Van Dyken Lifeworks Advisors LLC | 13,435 | $256,742.85 | $257,884.82 | $1,141.97 | 0.44% |
Sima Elimelech Activest Wealth Management | 212 | $3,654.88 | $4,078.88 | $424 | 11.6% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 18,064 | $416,957.17 | $347,551.36 | -$69,405.81 | -16.65% |
Brian G. Wade Ardent Capital Management Inc. | 35,403 | $711,293.56 | $681,153.72 | -$30,139.84 | -4.24% |
Brian Baylis Bell Investment Advisors Inc. | 1,834 | $35,927.57 | $35,267.82 | -$659.75 | -1.84% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 88,348 | $1.75M | $1.68M | -$72,740.68 | -4.16% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 8 | $152.88 | $153.92 | $1.04 | 0.68% |
Bobby Adusumilli SJS Investment Consulting Inc. | 401 | $6,914.56 | $7,715.24 | $800.68 | 11.58% |
Kea Molnar Cromwell Holdings LLC | 6,991 | $142,694.47 | $134,506.84 | -$8,187.63 | -5.74% |
Dinan Hu R Squared Ltd | 12,583 | $216,931.04 | $247,507.61 | $30,576.57 | 14.1% |
Lindsay Voak Greenland Capital Management LP | 201,087 | $3.47M | $3.82M | $348,380.22 | 10.04% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 45,461 | $860,150.07 | $874,669.64 | $14,519.57 | 1.69% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 2,167 | $41,411.37 | $41,595.56 | $184.19 | 0.44% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 1,502 | $29,076.56 | $28,898.48 | -$178.08 | -0.61% |
| HC Harry Cowley Stonegate Investment Group LLC | 131,718 | $2.68M | $2.53M | -$147,882.42 | -5.51% |
Dominic Corabi Wedmont Private Capital | 98,849 | $1.75M | $1.9M | $147,627.64 | 8.42% |
| RCW Royal Capital Wealth Management LLC Royal Capital Wealth Management LLC | 16,279 | $329,693.85 | $312,475.4 | -$17,218.45 | -5.22% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 184 | $3,694.72 | $3,540.16 | -$154.56 | -4.18% |
Candace Cavalier Congress Wealth Management LLC / DE / | 142,940 | $3.33M | $2.75M | -$579,828.95 | -17.41% |
William Liberti Wealth Effects LLC | 177,130 | $3.07M | $3.48M | $414,956.98 | 13.52% |