| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mack, Connie Clarity Financial LLC | 36,632 | $1.9M | $1.96M | $59,335 | 3.12% |
Richard Slavik Newbridge Financial Services Group Inc. | 10,811 | $619,572.89 | $578,388.5 | -$41,184.39 | -6.65% |
| WB William Bromley Innova Wealth Partners | 8,082 | $473,465.83 | $434,569.14 | -$38,896.69 | -8.22% |
Thomas Herbert VPR Management LLC | 6,336 | $376,436.97 | $344,963.52 | -$31,473.45 | -8.36% |
Bobby Adusumilli SJS Investment Consulting Inc. | 59 | $2,863.52 | $3,201.93 | $338.41 | 11.82% |
Rebecca Loeffler Corus Family Wealth Advisors | 5,234 | $309,329.4 | $284,572.58 | -$24,756.82 | -8% |
Lindsay Voak Greenland Capital Management LP | 16,000 | $890,039 | $860,320 | -$29,719 | -3.34% |
Olalekan F. Adeduji Washington Trust Advisors Inc. | 1,129 | $50,646.94 | $61,745.01 | $11,098.07 | 21.91% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 2,330 | $120,880.4 | $126,449.1 | $5,568.7 | 4.61% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 816 | $43,215.36 | $43,656 | $440.64 | 1.02% |
Dominic Corabi Wedmont Private Capital | 18,730 | $977,424.74 | $1.02M | $41,861.86 | 4.28% |
Candace Cavalier Congress Wealth Management LLC / DE / | 5,368 | $213,948.68 | $291,777.64 | $77,828.96 | 36.38% |
Barry Oliver Capital Performance Advisors LLP | 10,516 | $454,606.68 | $562,606 | $107,999.32 | 23.76% |
| WFS Widmann Financial Services Inc. Widmann Financial Services Inc. | 23,862 | $1.07M | $1.29M | $223,042.25 | 20.81% |
Ana-Maria Ignat Covestor Ltd | 43 | $1,694.94 | $2,333.61 | $638.67 | 37.68% |
W. Travis McKinney HB Wealth Management LLC | 14,521 | $810,094.64 | $788,054.67 | -$22,039.97 | -2.72% |
| LF Lukas Feh LGT Group Foundation | 9,958 | $523,675.6 | $535,441.66 | $11,766.06 | 2.25% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 36,931 | $1.95M | $1.99M | $39,827.43 | 2.05% |
Robert Sinnaeve SS&H Financial Advisors Inc. | 18,950 | $808,028 | $1.01M | $205,797 | 25.47% |
Paul Elam Oak Harbor Wealth Partners LLC | 5,000 | $200,150 | $268,850 | $68,700 | 34.32% |