| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kurt Van Dyken Lifeworks Advisors LLC | 10,699 | $543,776.3 | $609,789.5 | $66,013.2 | 12.14% |
Andrew J. Swenson ARS Wealth Advisors Group LLC | 3,897 | $200,851.38 | $222,713.55 | $21,862.17 | 10.88% |
Robert Tutela Essex LLC | 4,799 | $231,153.11 | $274,646.77 | $43,493.66 | 18.82% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 141,593 | $6.89M | $8.04M | $1.15M | 16.64% |
Bobby Adusumilli SJS Investment Consulting Inc. | 2,720 | $131,321.4 | $154,659.2 | $23,337.8 | 17.77% |
Nancy Williamson Helen Stephens Group LLC | 5,033 | $228,732.2 | $288,038.59 | $59,306.39 | 25.93% |
| SS Sandra Stickney Collaborative Wealth Managment Inc. | 5,171 | $224,547.5 | $295,755.34 | $71,207.84 | 31.71% |
Bradley W. Clark Paladin Advisory Group LLC | 15,574 | $754,746.42 | $887,795.87 | $133,049.45 | 17.63% |
Olalekan F. Adeduji Washington Trust Advisors Inc. | 110 | $6,177.6 | $6,256.8 | $79.2 | 1.28% |
Ashish Sharma DGS Capital Management LLC | 5,802 | $290,813.82 | $330,278.85 | $39,465.03 | 13.57% |
Nancy Kay Cross Staff Investments Inc. | 15,191 | $738,592.11 | $872,343.17 | $133,751.06 | 18.11% |
Russell Silberstein Carmel Capital Partners LLC | 234,338 | $12.81M | $13.48M | $671,580.41 | 5.24% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 37,229 | $2.03M | $2.12M | $82,909.79 | 4.08% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 13,586 | $661,262.77 | $762,853.9 | $101,591.13 | 15.36% |
Michael Capobianco MWA Asset Management | 4,094 | $184,622.15 | $235,036.54 | $50,414.39 | 27.31% |
| HC Harry Cowley Stonegate Investment Group LLC | 7,750 | $340,886.5 | $441,246.25 | $100,359.75 | 29.44% |
| RCW Royal Capital Wealth Management LLC Royal Capital Wealth Management LLC | 48,372 | $2.35M | $2.75M | $399,796.96 | 17.01% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 5,000 | $221,400 | $284,500 | $63,100 | 28.5% |
Barry Oliver Capital Performance Advisors LLP | 7,419 | $393,281.19 | $422,957.19 | $29,676 | 7.55% |
| LMJ Louis Melone Jr. Melone Private Wealth LLC | 10,807 | $530,399.41 | $617,620.05 | $87,220.64 | 16.44% |