| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Katie Smith Delos Wealth Advisors LLC | 504 | $54,321.12 | $54,250.56 | -$70.56 | -0.13% |
Kimberly Cappellano Private Wealth Asset Management LLC | 1,659 | $145,944.11 | $178,508.4 | $32,564.29 | 22.31% |
Sima Elimelech Activest Wealth Management | 205 | $18,090.65 | $22,336.8 | $4,246.15 | 23.47% |
Brian Baylis Bell Investment Advisors Inc. | 348 | $23,612.33 | $37,918.08 | $14,305.75 | 60.59% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 9,330 | $705,460.42 | $1.02M | $311,136.38 | 44.1% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 2 | $215.56 | $217.92 | $2.36 | 1.09% |
Andrew Endelman Independent Wealth Network Inc. | 2,083 | $224,505.74 | $223,422.58 | -$1,083.16 | -0.48% |
| AB Andrew Blass Atlantic Private Wealth LLC | 5 | $441.05 | $538.2 | $97.15 | 22.03% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 2,678 | $243,408.57 | $287,951.95 | $44,543.38 | 18.3% |
Bobby Adusumilli SJS Investment Consulting Inc. | 436 | $38,030.49 | $47,506.56 | $9,476.07 | 24.92% |
Kea Molnar Cromwell Holdings LLC | 674 | $54,412.67 | $72,832.44 | $18,419.77 | 33.85% |
Rekah Franca Catalyst Funds Management Pty Ltd. | 4,200 | $452,676 | $450,492 | -$2,184 | -0.48% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 3,413 | $310,549.59 | $367,874.98 | $57,325.39 | 18.46% |
Bradley W. Clark Paladin Advisory Group LLC | 449 | $33,369.68 | $48,330.36 | $14,960.68 | 44.83% |
Ashish Sharma DGS Capital Management LLC | 4,425 | $390,657.95 | $474,625.5 | $83,967.55 | 21.49% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 3,148 | $268,747.04 | $343,006.08 | $74,259.04 | 27.63% |
Kathleen Halliwell DMKC Advisory Services LLC | 72,847 | $5.71M | $7.88M | $2.18M | 38.13% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 1,680 | $160,640.3 | $180,196.8 | $19,556.5 | 12.17% |
Michael Abram INTEGRAL INVESTMENT ADVISORS Inc. | 2,055 | $221,487.9 | $221,200.2 | -$287.7 | -0.13% |
| LMM Lynn M. Magnus Long Run Wealth Advisors LLC | 2,488 | $206,396.68 | $269,811.16 | $63,414.48 | 30.72% |