| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kyle P. Smith NewEdge Wealth LLC | 7,274 | $497,963.65 | $631,383.2 | $133,419.55 | 26.79% |
Jonathan Guyton Cornerstone Wealth Advisors Inc. | 5,255 | $377,283.65 | $440,894.5 | $63,610.85 | 16.86% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 50,162 | $4.11M | $4.37M | $257,902.22 | 6.27% |
Carrie Delgott Wescott Financial Advisory Group LLC | 28,970 | $1.9M | $2.43M | $526,303.88 | 27.64% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 111,022 | $8.66M | $9.31M | $651,927.67 | 7.53% |
Kasey Fegan Corsicana & Co. | 261 | $20,023.92 | $21,897.9 | $1,873.98 | 9.36% |
Joseph Castro Nuveen LLC | 164,067 | $12.86M | $14.13M | $1.27M | 9.85% |
Richard Slavik Newbridge Financial Services Group Inc. | 334 | $20,663.02 | $29,104.76 | $8,441.74 | 40.85% |
Kimberly Cappellano Private Wealth Asset Management LLC | 251 | $17,378.21 | $21,618.63 | $4,240.42 | 24.4% |
Brian Baylis Bell Investment Advisors Inc. | 70 | $5,294.17 | $6,076 | $781.83 | 14.77% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 3,795 | $275,820.6 | $329,026.5 | $53,205.9 | 19.29% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 770 | $56,279.3 | $64,603 | $8,323.7 | 14.79% |
| DC Donie Carlson DMC Group LLC | 8,265 | $625,667.21 | $693,433.5 | $67,766.29 | 10.83% |
Bobby Adusumilli SJS Investment Consulting Inc. | 2,782 | $205,521.92 | $233,409.8 | $27,887.88 | 13.57% |
Kevin Batstone BayBridge Capital Group LLC | 13,563 | $842,216.59 | $1.14M | $295,719.11 | 35.11% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 21,174 | $1.41M | $1.78M | $370,120.27 | 26.32% |
Olalekan F. Adeduji Washington Trust Advisors Inc. | 117 | $8,976.24 | $9,816.3 | $840.06 | 9.36% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 3,075 | $197,835.9 | $257,992.5 | $60,156.6 | 30.41% |
William Reid Culp III TAGStone Capital Inc. | 15,209 | $1.08M | $1.31M | $232,088.31 | 21.53% |
Dominic Corabi Wedmont Private Capital | 12,981 | $786,968.41 | $1.09M | $302,137.49 | 38.39% |