| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CCM Carmel Capital Management LLC Carmel Capital Management LLC | 6,456 | $233,255.28 | $206,204.64 | -$27,050.64 | -11.6% |
Richard Slavik Newbridge Financial Services Group Inc. | 159 | $5,188.17 | $5,165.91 | -$22.26 | -0.43% |
Kurt Van Dyken Lifeworks Advisors LLC | 8,404 | $303,636.52 | $269,894.46 | -$33,742.06 | -11.11% |
Rick Hurley Heirloom Wealth Management | 7,927 | $172,971.36 | $256,121.37 | $83,150.01 | 48.07% |
Kimberly Cappellano Private Wealth Asset Management LLC | 5,634 | $160,498.71 | $181,640.16 | $21,141.45 | 13.17% |
Sima Elimelech Activest Wealth Management | 1,951 | $55,606.33 | $63,387.99 | $7,781.66 | 13.99% |
| RWA Roberts Wealth Advisors LLC Roberts Wealth Advisors LLC | 30,546 | $655,010.84 | $986,941.26 | $331,930.42 | 50.68% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 8,534 | $200,715.83 | $273,941.4 | $73,225.57 | 36.48% |
Robert Tutela Essex LLC | 388,515 | $9.61M | $12.55M | $2.95M | 30.69% |
Brian Baylis Bell Investment Advisors Inc. | 230,329 | $5.34M | $7.48M | $2.14M | 40.11% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 53 | $1,914.89 | $1,721.97 | -$192.92 | -10.07% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 773 | $20,074.71 | $25,114.77 | $5,040.06 | 25.11% |
Andrew Endelman Independent Wealth Network Inc. | 5,927 | $214,142.51 | $190,315.97 | -$23,826.54 | -11.13% |
Tracy Richards FIDELIS iM LLC | 780,516 | $21.83M | $24.97M | $3.14M | 14.39% |
Bobby Adusumilli SJS Investment Consulting Inc. | 2,952 | $58,068.6 | $95,910.48 | $37,841.88 | 65.17% |
| MR Michael Ryan Whelan Financial | 69,459 | $1.37M | $2.25M | $883,823.3 | 64.62% |
David Spratt Badgley Phelps Wealth Managers LLC | 44,572 | $917,223.84 | $1.43M | $513,987.54 | 56.04% |
Nathan C. Goodman Family Investment Center Inc. | 28,786 | $583,489.27 | $935,113.21 | $351,623.94 | 60.26% |
Paige Johnson Roth Pine Haven Investment Counsel Inc. | 15,961 | $411,683.8 | $518,413.28 | $106,729.48 | 25.93% |
Nancy Kay Cross Staff Investments Inc. | 9,775 | $249,075.84 | $318,127.37 | $69,051.53 | 27.72% |