| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 3,364 | $454,334.79 | $461,507.16 | $7,172.37 | 1.58% |
Robert Tutela Essex LLC | 1,500 | $130,836 | $206,062.5 | $75,226.5 | 57.5% |
Brian Baylis Bell Investment Advisors Inc. | 259 | $33,295.44 | $35,547.75 | $2,252.31 | 6.76% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 80,613 | $8.25M | $11.06M | $2.82M | 34.16% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 39 | $3,119.61 | $5,354.7 | $2,235.09 | 71.65% |
Alexander Eichhorn Tanager Wealth Management LLP | 1,281 | $200,758.32 | $175,977.37 | -$24,780.95 | -12.34% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 13,307 | $1.28M | $1.83M | $551,139.07 | 43.21% |
Chad Kelley Alliance Wealth Advisors LLC /UT | 2,061 | $247,491.58 | $283,129.87 | $35,638.29 | 14.4% |
Janet Messer FRG Family Wealth Advisors LLC | 10,218 | $772,724.77 | $1.4M | $630,359.9 | 81.58% |
Christopher Davis Burns Matteson Capital Management LLC | 3,477 | $531,235.32 | $477,652.87 | -$53,582.45 | -10.09% |
Bobby Adusumilli SJS Investment Consulting Inc. | 1,692 | $220,978.53 | $232,193.16 | $11,214.63 | 5.07% |
Kea Molnar Cromwell Holdings LLC | 4,117 | $433,638.93 | $565,264.1 | $131,625.17 | 30.35% |
Nancy Williamson Helen Stephens Group LLC | 5,661 | $622,037.32 | $777,679.87 | $155,642.55 | 25.02% |
David Spratt Badgley Phelps Wealth Managers LLC | 1,866 | $244,094.46 | $256,229.79 | $12,135.33 | 4.97% |
Dinan Hu R Squared Ltd | 5,411 | $757,697.41 | $743,336.12 | -$14,361.29 | -1.9% |
| RE Rod Ehrlich Wayfinding Financial LLC | 2,153 | $254,393.61 | $295,370.07 | $40,976.46 | 16.11% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 8,738 | $1M | $1.36M | $360,860.12 | 35.96% |
Olalekan F. Adeduji Washington Trust Advisors Inc. | 736 | $84,116.36 | $100,971.84 | $16,855.48 | 20.04% |
Ashish Sharma DGS Capital Management LLC | 21,135 | $2.17M | $3.3M | $1.13M | 52.03% |
Brad Van Aken Agate Pass Investment Management LLC | 9,950 | $1.02M | $1.55M | $531,115.95 | 51.94% |