| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Robert Tutela Essex LLC | 26,215 | $500,253.31 | $931,681.1 | $431,427.79 | 86.24% |
Brian Baylis Bell Investment Advisors Inc. | 3,817 | $98,040.78 | $137,144.81 | $39,104.03 | 39.89% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 6,288 | $212,785.92 | $225,927.84 | $13,141.92 | 6.18% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 55 | $1,755.05 | $1,975.05 | $220 | 12.54% |
Andrew Endelman Independent Wealth Network Inc. | 35,662 | $962,102.18 | $1.26M | $301,759.1 | 31.36% |
Larry Herold Herold Advisors Inc. | 65,482 | $1.45M | $2.32M | $877,436.31 | 60.63% |
Alexander Eichhorn Tanager Wealth Management LLP | 7,323 | $238,876.26 | $261,284.64 | $22,408.38 | 9.38% |
Janet Messer FRG Family Wealth Advisors LLC | 641,988 | $9.25M | $22.91M | $13.66M | 147.67% |
| SIM Studio Investment Management LLC Studio Investment Management LLC | 10,814 | $331,335.42 | $386,276.08 | $54,940.66 | 16.58% |
Christopher Davis Burns Matteson Capital Management LLC | 171,986 | $3.65M | $6.06M | $2.4M | 65.8% |
Tracy Richards FIDELIS iM LLC | 744,281 | $25.41M | $26.21M | $799,095 | 3.15% |
David Spratt Badgley Phelps Wealth Managers LLC | 32,849 | $630,079.23 | $1.16M | $534,089.33 | 84.77% |
Kaitlin Yardley Schaeffer Financial LLC | 440,212 | $10.4M | $15.46M | $5.06M | 48.69% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 25,422 | $742,407.63 | $910,870.26 | $168,462.63 | 22.69% |
Bradley W. Clark Paladin Advisory Group LLC | 11,458 | $188,252.9 | $406,988.16 | $218,735.26 | 116.19% |
Olalekan F. Adeduji Washington Trust Advisors Inc. | 5,524 | $177,270.11 | $194,610.52 | $17,340.41 | 9.78% |
Brad Van Aken Agate Pass Investment Management LLC | 8,925 | $302,022 | $321,032.25 | $19,010.25 | 6.29% |
Marc Dacanay Geometric Wealth Advisors | 16,688 | $341,603.36 | $598,765.44 | $257,162.08 | 75.28% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 387,811 | $12.37M | $13.93M | $1.56M | 12.63% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 13,541 | $338,728.43 | $479,622.22 | $140,893.79 | 41.59% |