| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brian Baylis Bell Investment Advisors Inc. | 47,418 | $1.29M | $1.71M | $424,095.2 | 32.89% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 39 | $1,301.43 | $1,411.02 | $109.59 | 8.42% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 25,706 | $932,228 | $927,858.07 | -$4,369.93 | -0.47% |
Tracy Richards FIDELIS iM LLC | 101,938 | $3.2M | $3.64M | $438,213.73 | 13.69% |
David Spratt Badgley Phelps Wealth Managers LLC | 75,151 | $1.81M | $2.69M | $880,722.69 | 48.71% |
Kaitlin Yardley Schaeffer Financial LLC | 9,956 | $290,718.66 | $354,682.5 | $63,963.84 | 22% |
Paige Johnson Roth Pine Haven Investment Counsel Inc. | 8,422 | $246,592.9 | $304,413.19 | $57,820.29 | 23.45% |
Olalekan F. Adeduji Washington Trust Advisors Inc. | 9,089 | $205,141.78 | $324,477.3 | $119,335.52 | 58.17% |
Marc Dacanay Geometric Wealth Advisors | 14,860 | $414,729.26 | $536,520.3 | $121,791.04 | 29.37% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 13,865 | $424,197.42 | $501,150.42 | $76,953 | 18.14% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 74,363 | $2.26M | $2.69M | $429,052.42 | 18.97% |
| JBB James B. Boucher Wilson & Boucher Capital Management LLC | 16,107 | $584,039.82 | $582,106.98 | -$1,932.84 | -0.33% |
Dominic Corabi Wedmont Private Capital | 259,628 | $6.37M | $9.36M | $2.99M | 46.87% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 2,081 | $51,256.49 | $75,051.26 | $23,794.77 | 46.42% |
| DR Dori Riddle DBK Financial Counsel LLC | 7,249 | $214,715.38 | $261,290.2 | $46,574.82 | 21.69% |
Candace Cavalier Congress Wealth Management LLC / DE / | 26,335 | $764,213.95 | $948,718.37 | $184,504.42 | 24.14% |
Kevin Siebert Atmos Advisory LLC | 109 | $3,143.33 | $3,901.65 | $758.32 | 24.12% |
Matt Shibata Morling Financial Advisors LLC | 28,720 | $780,350.8 | $1.04M | $257,590 | 33.01% |
cullen roche Orcam Financial Group | 111,359 | $3.43M | $4.02M | $592,487.14 | 17.26% |
| EM Eric Malden Shearwater Capital LLC | 5,630 | $204,143.8 | $202,933.35 | -$1,210.45 | -0.59% |