| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SE Sima Elimelech Activest Wealth Management | 1,640 | $53,710 | $59,597.6 | $5,887.6 | 10.96% |
| EW Eddie Wilcox Rollins Financial Advisors LLC | 6,711 | $208,825.46 | $242,434.87 | $33,609.41 | 16.09% |
| RWA Roberts Wealth Advisors LLC Roberts Wealth Advisors LLC | 69,055 | $1.65M | $2.49M | $841,081.57 | 50.87% |
Brian Baylis Bell Investment Advisors Inc. | 51,999 | $1.43M | $1.89M | $456,003.54 | 31.91% |
| MD Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 39 | $1,301.43 | $1,379.04 | $77.61 | 5.96% |
| TR Tracy Richards FIDELIS iM LLC | 159,905 | $4.76M | $5.78M | $1.02M | 21.51% |
| DS David Spratt Badgley Phelps Wealth Managers LLC | 78,319 | $1.88M | $2.84M | $956,296.21 | 50.78% |
Kaitlin Yardley Schaeffer Financial LLC | 9,944 | $290,283.54 | $360,519.72 | $70,236.18 | 24.2% |
| PJR Paige Johnson Roth Pine Haven Investment Counsel Inc. | 8,422 | $246,592.9 | $305,339.61 | $58,746.71 | 23.82% |
| OFA Olalekan F. Adeduji Washington Trust Advisors Inc. | 9,089 | $205,141.78 | $329,885.25 | $124,743.47 | 60.81% |
Marc Dacanay Geometric Wealth Advisors | 14,026 | $384,488.42 | $508,582.76 | $124,094.34 | 32.28% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 9,728 | $274,189.8 | $353,124.45 | $78,934.65 | 28.79% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 4,116 | $135,622.2 | $149,390.22 | $13,768.02 | 10.15% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 67,433 | $2.01M | $2.45M | $443,829.14 | 22.13% |
| DC Dominic Corabi Wedmont Private Capital | 264,567 | $6.49M | $9.49M | $3M | 46.25% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 2,081 | $51,256.49 | $75,539.88 | $24,283.39 | 47.38% |
| DR Dori Riddle DBK Financial Counsel LLC | 7,249 | $214,715.38 | $263,102.45 | $48,387.07 | 22.54% |
Candace Cavalier Congress Wealth Management LLC / DE / | 26,335 | $764,213.95 | $955,955.23 | $191,741.28 | 25.09% |
Kevin Siebert Atmos Advisory LLC | 109 | $3,143.33 | $3,956.15 | $812.82 | 25.86% |
Matt Shibata Morling Financial Advisors LLC | 29,392 | $799,012.24 | $1.07M | $267,770.4 | 33.51% |