| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SS Sandra Stickney Collaborative Wealth Managment Inc. | 25,013 | $938,662.76 | $1.26M | $316,739.71 | 33.74% |
| NCG Nathan C. Goodman Family Investment Center Inc. | 17,302 | $573,747.5 | $868,387.38 | $294,639.88 | 51.35% |
Kevin Batstone BayBridge Capital Group LLC | 66,621 | $2.45M | $3.34M | $897,781.32 | 36.71% |
| RCS Ryan Charles Stout Theory Financial LLC | 46,888 | $2.2M | $2.35M | $156,452.14 | 7.12% |
Bradley W. Clark Paladin Advisory Group LLC | 3,471 | $118,465.23 | $174,209.49 | $55,744.26 | 47.06% |
| OFA Olalekan F. Adeduji Washington Trust Advisors Inc. | 506 | $23,685.86 | $25,396.14 | $1,710.28 | 7.22% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 11,145 | $516,793.1 | $559,367.55 | $42,574.45 | 8.24% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 9,333 | $382,467.17 | $468,423.27 | $85,956.1 | 22.47% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 14,186 | $518,002.65 | $711,995.34 | $193,992.69 | 37.45% |
Brandon Collier Collier Financial | 93,471 | $4.03M | $4.69M | $657,035.33 | 16.29% |
| WRC William Reid Culp III TAGStone Capital Inc. | 37,361 | $1.52M | $1.88M | $357,746.04 | 23.58% |
| SU Scott Ungar BlackDiamond Wealth Management LLC | 14,922 | $619,359.76 | $748,935.18 | $129,575.42 | 20.92% |
| DC Dominic Corabi Wedmont Private Capital | 27,747 | $1.1M | $1.39M | $293,432.73 | 26.7% |
Bill Ryan Manhattan West Asset Management LLC | 8,668 | $288,977.61 | $435,046.92 | $146,069.31 | 50.55% |
Candace Cavalier Congress Wealth Management LLC / DE / | 139,418 | $4.96M | $7M | $2.04M | 41.22% |
Matt Shibata Morling Financial Advisors LLC | 15,060 | $624,079.4 | $755,861.4 | $131,782 | 21.12% |
cullen roche Orcam Financial Group | 13,796 | $552,307.16 | $692,421.24 | $140,114.08 | 25.37% |
| NS Nicholas Shaheen FSA Advisors Inc. | 8,105 | $371,431.44 | $406,789.95 | $35,358.51 | 9.52% |
| LMJ Louis Melone Jr. Melone Private Wealth LLC | 164,377 | $6.68M | $8.25M | $1.57M | 23.43% |
Andrew Miller OLIO Financial Planning | 70,419 | $2.84M | $3.53M | $693,569.52 | 24.41% |