| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Sima Elimelech Activest Wealth Management | 276 | $20,935.11 | $31,436.4 | $10,501.29 | 50.16% |
Brian Baylis Bell Investment Advisors Inc. | 7 | $342.79 | $830.34 | $487.55 | 142.23% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 1 | $114.47 | $113.9 | -$0.57 | -0.5% |
| JB John Brim Smith Group Asset Management LLC | 13,247 | $661,741.04 | $1.49M | $827,486.7 | 125.05% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 13,241 | $992,869.51 | $1.52M | $531,169.59 | 53.5% |
Chad Kelley Alliance Wealth Advisors LLC /UT | 9,123 | $446,753.19 | $1.01M | $561,155.85 | 125.61% |
Bobby Adusumilli SJS Investment Consulting Inc. | 365 | $24,119.55 | $43,296.3 | $19,176.75 | 79.51% |
Andrew J. Whalen Whalen Wealth Management Inc. | 2,578 | $295,104 | $286,080.66 | -$9,023.34 | -3.06% |
Kea Molnar Cromwell Holdings LLC | 39 | $2,232.88 | $4,549.74 | $2,316.86 | 103.76% |
Olalekan F. Adeduji Washington Trust Advisors Inc. | 70 | $2,250.5 | $7,717.15 | $5,466.65 | 242.91% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 545 | $58,659.73 | $62,075.5 | $3,415.77 | 5.82% |
Matthew B. Boersen Straight Path Wealth Management | 4,020 | $278,103.6 | $459,807.6 | $181,704 | 65.34% |
J. Adam Causey Jackson Thornton Wealth Management LLC | 4,261 | $294,775.98 | $471,138.77 | $176,362.79 | 59.83% |
Dominic Corabi Wedmont Private Capital | 15,351 | $960,709.87 | $1.77M | $812,791.16 | 84.6% |
Li Peng China Universal Asset Management Co. Ltd. | 9,500 | $790,175 | $1.04M | $251,690 | 31.85% |
William Liberti Wealth Effects LLC | 44,197 | $2.35M | $4.89M | $2.54M | 108.25% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 1,823 | $89,272.31 | $199,636.73 | $110,364.42 | 123.63% |
Caroline Jankowski Operose Advisors LLC | 1,191 | $97,959.75 | $130,616.97 | $32,657.22 | 33.34% |
Ana-Maria Ignat Covestor Ltd | 1,129 | $79,375.07 | $133,921.98 | $54,546.91 | 68.72% |
W. Travis McKinney HB Wealth Management LLC | 10,241 | $708,472.38 | $1.21M | $506,315.04 | 71.47% |