| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SE Sima Elimelech Activest Wealth Management | 4,920 | $118,448.26 | $132,889.2 | $14,440.94 | 12.19% |
| EW Eddie Wilcox Rollins Financial Advisors LLC | 16,766 | $354,481.37 | $452,849.66 | $98,368.29 | 27.75% |
| RWA Roberts Wealth Advisors LLC Roberts Wealth Advisors LLC | 478,557 | $9.06M | $12.93M | $3.87M | 42.67% |
Cheryl Smith DB Fitzpatrick & Co Inc. | 212 | $5,069.97 | $5,726.12 | $656.15 | 12.94% |
Andrew J. Swenson ARS Wealth Advisors Group LLC | 10,861 | $300,849.7 | $293,355.61 | -$7,494.09 | -2.49% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 114,518 | $2.67M | $3.09M | $423,586.03 | 15.87% |
| RT Robert Tutela Essex LLC | 802,934 | $15.33M | $21.69M | $6.35M | 41.44% |
Brian Baylis Bell Investment Advisors Inc. | 558,276 | $10.59M | $15.08M | $4.49M | 42.37% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 2,096 | $50,387.84 | $56,612.96 | $6,225.12 | 12.35% |
| MD Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 314 | $6,278.12 | $8,481.14 | $2,203.02 | 35.09% |
Bobby Adusumilli SJS Investment Consulting Inc. | 962 | $18,994.22 | $25,983.62 | $6,989.4 | 36.8% |
| DS David Spratt Badgley Phelps Wealth Managers LLC | 54,010 | $1.02M | $1.46M | $443,458.21 | 43.68% |
| NCG Nathan C. Goodman Family Investment Center Inc. | 18,543 | $310,206.36 | $500,846.43 | $190,640.07 | 61.46% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 19,606 | $493,589.25 | $529,558.06 | $35,968.81 | 7.29% |
Bradley W. Clark Paladin Advisory Group LLC | 802 | $17,724.2 | $21,662.02 | $3,937.82 | 22.22% |
| OFA Olalekan F. Adeduji Washington Trust Advisors Inc. | 21,228 | $298,677.96 | $573,368.28 | $274,690.32 | 91.97% |
Ashish Sharma DGS Capital Management LLC | 15,195 | $376,076.25 | $410,416.95 | $34,340.7 | 9.13% |
Marc Dacanay Geometric Wealth Advisors | 71,881 | $1.48M | $1.94M | $462,769.44 | 31.29% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 20,282 | $399,064.15 | $547,816.82 | $148,752.67 | 37.28% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 26,318 | $525,254.29 | $710,849.18 | $185,594.89 | 35.33% |